EMB vs SPY

AEMB

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · EMB $10,821

Lowest cost0.09%SPY · $9 on $10k

Most income5.32%EMB · $532 on $10k

Smallest drop−5.2%EMB · worst fall in 1Y

Held in common[…]EMB and SPY

EMB

SPY

iShares J.P. Morgan USD Emerging Markets Bond ETF · $13.6BState Street SPDR S&P 500 ETF · $805B

+10.2%3 years · per year$13,387 · $19,132+24.1%

+1.6%5 years · per year$10,821 · $18,060+12.6%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

5.32%12-mo yield$532 · $99 on $10k0.99%

−5.2%Worst dropSmaller wins−8.9%

6.0%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEMB · SPY

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

Both

5Y2 funds

#			Trend
1	BSPY	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	AEMB	iShares J.P. Morgan USD Emerging Markets Bond ETFRead Desk		0.39%	5.32%	+1.0%	+0.3%	+1.4%	+10.2%	+1.6%	−5.2%	$13.6B

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

Both

5Y2 funds

#			Trend
1	BSPY	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	AEMB	iShares J.P. Morgan USD Emerging Markets Bond ETFRead Desk		0.39%	5.32%	+1.0%	+0.3%	+1.4%	+10.2%	+1.6%	−5.2%	$13.6B

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

EMB vs SPY

EMB

iShares J.P. Morgan USD Emerging Markets Bond

$10,821

SPY

SPDR S&P 500

$18,060

MeasureEMBSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield5.32%0.99%

5 years, per year+1.6%+12.6%

3 years, per year+10.2%+24.1%

Worst drop · 1Y−5.2%−8.9%

Volatility · 1Y6.0%12.9%

3–3measures won
level

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: EMB, SPY

Today

[…]holdings […]

EMBSPY

EMB—[…]

SPY[…]—

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

Income After Fees on $10,000

$493most kept, EMB

EMB$532 − $39 = $493

SPY$99 − $9 = $90

KeptFee

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