GOVT vs SPY

AGOVT

BSPY

Measures won4–2GOVT wins · of 6 · 5Y

$10,000 · 5Y$17,688SPY · GOVT $9,716

Lowest cost0.05%GOVT · $5 on $10k

Most income3.79%GOVT · $379 on $10k

Smallest drop−4.4%GOVT · worst fall in 1Y

Held in common[…]GOVT and SPY

GOVT

SPY

iShares U.S. Treasury Bond ETF · $43.1BState Street SPDR S&P 500 ETF · $798B

+4.2%3 years · per year$11,315 · $19,046+24.0%

−0.6%5 years · per year$9,716 · $17,688+12.1%

0.05%Expense ratio$5 · $9 on $10k · lower wins0.09%

3.79%12-mo yield$379 · $101 on $10k1.01%

−4.4%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins12.8%

4–2GOVT wins

$10,000 · 5 yearsOne scale

Shared top holdingsGOVT · SPY

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

Held in common[…]

End-of-day Nov 3, 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%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	AGOVT	iShares U.S. Treasury Bond ETFRead Desk		0.05%	3.79%	−0.3%	−0.6%	−0.4%	+4.2%	−0.6%	−4.4%	$43.1B

End-of-day Nov 3, 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%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	AGOVT	iShares U.S. Treasury Bond ETFRead Desk		0.05%	3.79%	−0.3%	−0.6%	−0.4%	+4.2%	−0.6%	−4.4%	$43.1B

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

Cards for this view

GOVT vs SPY

GOVT

iShares U.S. Treasury Bond

$9,716

SPY

SPDR S&P 500

$17,688

MeasureGOVTSPY

Fee0.05%0.09%

Cost on $10k a year$5$9

Yield3.79%1.01%

5 years, per year−0.6%+12.1%

3 years, per year+4.2%+24.0%

Worst drop · 1Y−4.4%−8.9%

Volatility · 1Y3.7%12.8%

4–2measures won
GOVT first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 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 3, 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 3, 2026

Overlap: GOVT, SPY

Today

[…]holdings […]

GOVTSPY

GOVT—[…]

SPY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$374most kept, GOVT

GOVT$379 − $5 = $374

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee