EUSB vs SPYM

AEUSB

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income4.09%EUSB · $409 on $10k

Smallest drop−4.3%EUSB · worst fall in 1Y

Held in common[…]EUSB and SPYM

EUSB

SPYM

iShares ESG Advanced Universal USD Bond ETF · $707MState Street SPDR Portfolio S&P 500 ETF · $185B

+5.5%3 years · per year$11,741 · $19,092+24.1%

+0.1%5 years · per year$10,060 · $17,749+12.2%

0.12%Expense ratio$12 · $2 on $10k · lower wins0.02%

4.09%12-mo yield$409 · $103 on $10k1.03%

−4.3%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEUSB · SPYM

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 Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	AEUSB	iShares ESG Advanced Universal USD Bond ETFRead Desk	0.12%	4.09%	−0.1%	−0.8%	−0.4%	+5.5%	+0.1%	−4.3%	$707M

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

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	AEUSB	iShares ESG Advanced Universal USD Bond ETFRead Desk	0.12%	4.09%	−0.1%	−0.8%	−0.4%	+5.5%	+0.1%	−4.3%	$707M

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

EUSB vs SPYM

EUSB

iShares ESG Advanced Universal USD Bond

$10,060

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureEUSBSPYM

Fee0.12%0.02%

Cost on $10k a year$12$2

Yield4.09%1.03%

5 years, per year+0.1%+12.2%

3 years, per year+5.5%+24.1%

Worst drop · 1Y−4.3%−8.9%

Volatility · 1Y3.7%12.7%

3–3measures won
level

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

Overlap: EUSB, SPYM, SPY, IVV

Today

99.9%most shared, SPYM and SPY

EUSBSPYMSPYIVV

EUSB—[…][…][…]

SPYM[…]—99.9%98.6%

SPY[…]99.9%—98.7%

IVV[…]98.6%98.7%—

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

Income After Fees on $10,000

$397most kept, EUSB

EUSB$409 − $12 = $397

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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