IAGG vs SPYM

AIAGG

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · IAGG $10,623

Lowest cost0.02%SPYM · $2 on $10k

Most income5.16%IAGG · $516 on $10k

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

Held in common[…]IAGG and SPYM

IAGG

SPYM

iShares Core International Aggregate Bond ETF · $13.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+5.1%3 years · per year$11,611 · $19,186+24.3%

+1.2%5 years · per year$10,623 · $18,126+12.6%

0.07%Expense ratio$7 · $2 on $10k · lower wins0.02%

5.16%12-mo yield$516 · $101 on $10k1.01%

−2.3%Worst dropSmaller wins−8.9%

3.1%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIAGG · 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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AIAGG	iShares Core International Aggregate Bond ETFRead Desk		0.07%	5.16%	+0.4%	+1.6%	+1.3%	+5.1%	+1.2%	−2.3%	$13.1B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AIAGG	iShares Core International Aggregate Bond ETFRead Desk		0.07%	5.16%	+0.4%	+1.6%	+1.3%	+5.1%	+1.2%	−2.3%	$13.1B

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

IAGG vs SPYM

IAGG

iShares Core International Aggregate Bond

$10,623

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureIAGGSPYM

Fee0.07%0.02%

Cost on $10k a year$7$2

Yield5.16%1.01%

5 years, per year+1.2%+12.6%

3 years, per year+5.1%+24.3%

Worst drop · 1Y−2.3%−8.9%

Volatility · 1Y3.1%12.8%

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: IAGG, SPYM

Today

[…]holdings […]

IAGGSPYM

IAGG—[…]

SPYM[…]—

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

Income After Fees on $10,000

$509most kept, IAGG

IAGG$516 − $7 = $509

SPYM$101 − $2 = $99

KeptFee

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