IAGG vs SPY

AIAGG

BSPY

Measures won4–2IAGG wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · IAGG $10,663

Lowest cost0.07%IAGG · $7 on $10k

Most income5.15%IAGG · $515 on $10k

Smallest drop−2.3%IAGG · worst fall in 1Y

Held in common[…]IAGG and SPY

IAGG

SPY

iShares Core International Aggregate Bond ETF · $13.1BState Street SPDR S&P 500 ETF · $805B

+5.2%3 years · per year$11,634 · $18,174+22.0%

+1.3%5 years · per year$10,663 · $17,099+11.3%

0.07%Expense ratio$7 · $9 on $10k · lower wins0.09%

5.15%12-mo yield$515 · $103 on $10k1.03%

−2.3%Worst dropSmaller wins−8.9%

3.1%VolatilityLower wins13.6%

4–2IAGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAGG · SPY

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

Held in common[…]

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AIAGG	iShares Core International Aggregate Bond ETFRead Desk		0.07%	5.15%	+0.1%	+1.8%	+1.5%	+5.2%	+1.3%	−2.3%	$13.1B

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AIAGG	iShares Core International Aggregate Bond ETFRead Desk		0.07%	5.15%	+0.1%	+1.8%	+1.5%	+5.2%	+1.3%	−2.3%	$13.1B

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

Cards for this view

IAGG vs SPY

IAGG

iShares Core International Aggregate Bond

$10,663

SPY

SPDR S&P 500

$17,099

MeasureIAGGSPY

Fee0.07%0.09%

Cost on $10k a year$7$9

Yield5.15%1.03%

5 years, per year+1.3%+11.3%

3 years, per year+5.2%+22.0%

Worst drop · 1Y−2.3%−8.9%

Volatility · 1Y3.1%13.6%

4–2measures won
IAGG first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IAGG, SPY

Today

[…]holdings […]

IAGGSPY

IAGG—[…]

SPY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$508most kept, IAGG

IAGG$515 − $7 = $508

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee