IBDV vs SPY

AIBDV

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · IBDV $10,435

Lowest cost0.09%SPY · $9 on $10k

Most income4.64%IBDV · $464 on $10k

Smallest drop−2.5%IBDV · worst fall in 1Y

Held in common[…]IBDV and SPY

IBDV

SPY

iShares iBonds Dec 2030 Term Corporate ETF · $3.4BState Street SPDR S&P 500 ETF · $805B

+7.2%3 years · per year$12,324 · $18,174+22.0%

+0.9%5 years · per year$10,435 · $17,099+11.3%

0.10%Expense ratio$10 · $9 on $10k · lower wins0.09%

4.64%12-mo yield$464 · $103 on $10k1.03%

−2.5%Worst dropSmaller wins−8.9%

2.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIBDV · 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	AIBDV	iShares iBonds Dec 2030 Term Corporate ETFRead Desk		0.10%	4.64%	+0.2%	+0.6%	+1.4%	+7.2%	+0.9%	−2.5%	$3.4B

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	AIBDV	iShares iBonds Dec 2030 Term Corporate ETFRead Desk		0.10%	4.64%	+0.2%	+0.6%	+1.4%	+7.2%	+0.9%	−2.5%	$3.4B

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

IBDV vs SPY

IBDV

iShares iBonds Dec 2030 Term Corporate

$10,435

SPY

SPDR S&P 500

$17,099

MeasureIBDVSPY

Fee0.10%0.09%

Cost on $10k a year$10$9

Yield4.64%1.03%

5 years, per year+0.9%+11.3%

3 years, per year+7.2%+22.0%

Worst drop · 1Y−2.5%−8.9%

Volatility · 1Y2.9%13.6%

3–3measures won
level

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: IBDV, SPY

Today

[…]holdings […]

IBDVSPY

IBDV—[…]

SPY[…]—

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

Income After Fees on $10,000

$454most kept, IBDV

IBDV$464 − $10 = $454

SPY$103 − $9 = $94

KeptFee

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