IGSB vs SPY

AIGSB

BSPY

Measures won4–2IGSB wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · IGSB $11,399

Lowest cost0.04%IGSB · $4 on $10k

Most income4.68%IGSB · $468 on $10k

Smallest drop−1.6%IGSB · worst fall in 1Y

Held in common[…]IGSB and SPY

IGSB

SPY

iShares 1-5 Year Investment Grade Corporate Bond ETF · $23.7BState Street SPDR S&P 500 ETF · $819B

+5.7%3 years · per year$11,801 · $18,039+21.7%

+2.7%5 years · per year$11,399 · $17,118+11.3%

0.04%Expense ratio$4 · $9 on $10k · lower wins0.09%

4.68%12-mo yield$468 · $103 on $10k1.03%

−1.6%Worst dropSmaller wins−8.9%

2.1%VolatilityLower wins13.6%

4–2IGSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGSB · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AIGSB	iShares 1-5 Year Investment Grade Corporate Bond ETFRead Desk		0.04%	4.68%	−0.1%	+1.3%	+2.4%	+5.7%	+2.7%	−1.6%	$23.7B

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AIGSB	iShares 1-5 Year Investment Grade Corporate Bond ETFRead Desk		0.04%	4.68%	−0.1%	+1.3%	+2.4%	+5.7%	+2.7%	−1.6%	$23.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IGSB vs SPY

IGSB

iShares 1-5 Year Investment Grade Corporate Bond

$11,399

SPY

SPDR S&P 500

$17,118

MeasureIGSBSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield4.68%1.03%

5 years, per year+2.7%+11.3%

3 years, per year+5.7%+21.7%

Worst drop · 1Y−1.6%−8.9%

Volatility · 1Y2.1%13.6%

4–2measures won
IGSB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IGSB, SPY

Today

[…]holdings […]

IGSBSPY

IGSB—[…]

SPY[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$464most kept, IGSB

IGSB$468 − $4 = $464

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee