HFIX vs SPHY

AHFIX

BSPHY

Measures won0–2SPHY wins · of 6 · 5Y

$10,000 · 5Y$12,126SPHY

Lowest cost0.05%SPHY · $5 on $10k

Most income7.39%SPHY · $739 on $10k

Smallest drop−2.8%SPHY · worst fall in 1Y

Held in common0.0%HFIX and SPHY

HFIX

SPHY

Nomura High Yield Total Return ETF · $76MState Street SPDR Portfolio High Yield Bond ETF · $11.9B

[…]3 years · per year[…] · $12,765+8.5%

[…]5 years · per year[…] · $12,126+3.9%

0.45%Expense ratio$45 · $5 on $10k · lower wins0.05%

0.50%12-mo yield$50 · $739 on $10k7.39%

[…]Worst dropSmaller wins−2.8%

[…]VolatilityLower wins3.8%

0–2SPHY wins

$10,000 · 5 yearsOne scale

Shared top holdingsHFIX · SPHY

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

Held in common0.0%

End-of-day Nov 6, 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	BSPHY	State Street SPDR Portfolio High Yield Bond ETFRead Desk		0.05%	7.39%	0.0%	+1.0%	+2.5%	+8.5%	+3.9%	−2.8%	$11.9B
2	AHFIX	Nomura High Yield Total Return ETFRead Desk		0.45%	0.50%	−0.1%	new	new	new	new	[…]	$76M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPHY	State Street SPDR Portfolio High Yield Bond ETFRead Desk		0.05%	7.39%	0.0%	+1.0%	+2.5%	+8.5%	+3.9%	−2.8%	$11.9B
2	AHFIX	Nomura High Yield Total Return ETFRead Desk		0.45%	0.50%	−0.1%	new	new	new	new	[…]	$76M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HFIX vs SPHY

HFIX

Nomura High Yield Total Return

[…]

SPHY

SPDR Portfolio High Yield Bond

$12,126

MeasureHFIXSPHY

Fee0.45%0.05%

Cost on $10k a year$45$5

Yield0.50%7.39%

5 years, per year[…]+3.9%

3 years, per year[…]+8.5%

Worst drop · 1Y[…]−2.8%

Volatility · 1Y[…]3.8%

2–0measures won
SPHY first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HFIX, SPHY

Today

0.0%most shared, HFIX and SPHY

HFIXSPHY

HFIX—0.0%

SPHY0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$734most kept, SPHY

SPHY$739 − $5 = $734

HFIX$50 − $45 = $5

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee