IGEB vs SPYM

AIGEB

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · IGEB $10,315

Lowest cost0.02%SPYM · $2 on $10k

Most income5.29%IGEB · $529 on $10k

Smallest drop−4.5%IGEB · worst fall in 1Y

Held in common[…]IGEB and SPYM

IGEB

SPYM

iShares Investment Grade Systematic Bond ETF · $1.5BState Street SPDR Portfolio S&P 500 ETF · $182B

+7.0%3 years · per year$12,252 · $19,186+24.3%

+0.6%5 years · per year$10,315 · $18,126+12.6%

0.18%Expense ratio$18 · $2 on $10k · lower wins0.02%

5.29%12-mo yield$529 · $101 on $10k1.01%

−4.5%Worst dropSmaller wins−8.9%

4.4%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIGEB · 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	AIGEB	iShares Investment Grade Systematic Bond ETFRead Desk		0.18%	5.29%	+0.6%	−0.5%	+0.3%	+7.0%	+0.6%	−4.5%	$1.5B

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	AIGEB	iShares Investment Grade Systematic Bond ETFRead Desk		0.18%	5.29%	+0.6%	−0.5%	+0.3%	+7.0%	+0.6%	−4.5%	$1.5B

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

IGEB vs SPYM

IGEB

iShares Investment Grade Systematic Bond

$10,315

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureIGEBSPYM

Fee0.18%0.02%

Cost on $10k a year$18$2

Yield5.29%1.01%

5 years, per year+0.6%+12.6%

3 years, per year+7.0%+24.3%

Worst drop · 1Y−4.5%−8.9%

Volatility · 1Y4.4%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: IGEB, SPYM

Today

[…]holdings […]

IGEBSPYM

IGEB—[…]

SPYM[…]—

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

Income After Fees on $10,000

$511most kept, IGEB

IGEB$529 − $18 = $511

SPYM$101 − $2 = $99

KeptFee

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