SPY vs BND

ASPY

BBND

Measures won2–4BND wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · BND $9,950

Lowest cost0.03%BND · $3 on $10k

Most income5.24%CSSD · $524 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]SPY and BND

SPY

BND

State Street SPDR S&P 500 ETF · $805BVanguard Total Bond Market ETF · $161B

+24.1%3 years · per year$19,132 · $11,733+5.5%

+12.6%5 years · per year$18,060 · $9,950−0.1%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

0.99%12-mo yield$99 · $413 on $10k4.13%

−8.9%Worst dropSmaller wins−4.5%

12.9%VolatilityLower wins4.0%

2–4BND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPY · BND

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs BND

SPY

SPDR S&P 500

$18,060

BND

Vanguard Total Bond Market

$9,950

MeasureSPYBND

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.99%4.13%

5 years, per year+12.6%−0.1%

3 years, per year+24.1%+5.5%

Worst drop · 1Y−8.9%−4.5%

Volatility · 1Y12.9%4.0%

4–2measures won
BND first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: CSSD, SPY, BND

Today

0.0%most shared, CSSD and SPY

CSSDSPYBND

CSSD—0.0%[…]

SPY0.0%—[…]

BND[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

BND$413 − $3 = $410

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee