IBMR vs SPYM

AIBMR

BSPYM

Measures won3–2IBMR wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.53%IBMR · $253 on $10k

Smallest drop−2.9%IBMR · worst fall in 1Y

Held in common[…]IBMR and SPYM

IBMR

SPYM

iShares iBonds Dec 2029 Term Muni Bond ETF · $534MState Street SPDR Portfolio S&P 500 ETF · $182B

+4.6%3 years · per year$11,458 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.10%Expense ratio$10 · $2 on $10k · lower wins0.02%

2.53%12-mo yield$253 · $106 on $10k1.06%

−2.9%Worst dropSmaller wins−8.9%

1.9%VolatilityLower wins13.6%

3–2IBMR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBMR · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AIBMR	iShares iBonds Dec 2029 Term Muni Bond ETFRead Desk		0.10%	2.53%	+0.2%	+1.3%	+1.9%	+4.6%	new	−2.9%	$534M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AIBMR	iShares iBonds Dec 2029 Term Muni Bond ETFRead Desk		0.10%	2.53%	+0.2%	+1.3%	+1.9%	+4.6%	new	−2.9%	$534M

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

IBMR vs SPYM

IBMR

iShares iBonds Dec 2029 Term Muni Bond

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureIBMRSPYM

Fee0.10%0.02%

Cost on $10k a year$10$2

Yield2.53%1.06%

5 years, per year[…]+11.4%

3 years, per year+4.6%+22.1%

Worst drop · 1Y−2.9%−8.9%

Volatility · 1Y1.9%13.6%

3–2measures won
IBMR 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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IBMR, SPYM

Today

[…]holdings […]

IBMRSPYM

IBMR—[…]

SPYM[…]—

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

Income After Fees on $10,000

$243most kept, IBMR

IBMR$253 − $10 = $243

SPYM$106 − $2 = $104

KeptFee

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