IBDX vs SPY

AIBDX

BSPY

Measures won3–2IBDX wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income4.93%IBDX · $493 on $10k

Smallest drop−4.2%IBDX · worst fall in 1Y

Held in common[…]IBDX and SPY

IBDX

SPY

iShares iBonds Dec 2032 Term Corporate ETF · $1.8BState Street SPDR S&P 500 ETF · $805B

+7.4%3 years · per year$12,387 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

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

4.93%12-mo yield$493 · $99 on $10k0.99%

−4.2%Worst dropSmaller wins−8.9%

4.0%VolatilityLower wins12.9%

3–2IBDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBDX · SPY

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AIBDX	iShares iBonds Dec 2032 Term Corporate ETFRead Desk		0.10%	4.93%	+0.5%	−0.5%	+0.5%	+7.4%	new	−4.2%	$1.8B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AIBDX	iShares iBonds Dec 2032 Term Corporate ETFRead Desk		0.10%	4.93%	+0.5%	−0.5%	+0.5%	+7.4%	new	−4.2%	$1.8B

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

IBDX vs SPY

IBDX

iShares iBonds Dec 2032 Term Corporate

[…]

SPY

SPDR S&P 500

$18,060

MeasureIBDXSPY

Fee0.10%0.09%

Cost on $10k a year$10$9

Yield4.93%0.99%

5 years, per year[…]+12.6%

3 years, per year+7.4%+24.1%

Worst drop · 1Y−4.2%−8.9%

Volatility · 1Y4.0%12.9%

3–2measures won
IBDX first

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: IBDX, SPY

Today

[…]holdings […]

IBDXSPY

IBDX—[…]

SPY[…]—

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

Income After Fees on $10,000

$483most kept, IBDX

IBDX$493 − $10 = $483

SPY$99 − $9 = $90

KeptFee

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