ISTB vs SPY

AISTB

BSPY

Measures won4–2ISTB wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income4.36%ISTB · $436 on $10k

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

Held in common[…]ISTB and SPY

ISTB

SPY

iShares Core 1-5 Year USD Bond ETF · $5.4BState Street SPDR S&P 500 ETF · $778B

+5.0%3 years · per year$11,579 · $18,118+21.9%

+2.1%5 years · per year$11,100 · $17,493+11.8%

0.06%Expense ratio$6 · $9 on $10k · lower wins0.09%

4.36%12-mo yield$436 · $101 on $10k1.01%

−1.6%Worst dropSmaller wins−8.9%

1.9%VolatilityLower wins13.7%

4–2ISTB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISTB · SPY

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AISTB	iShares Core 1-5 Year USD Bond ETFRead Desk	0.06%	4.36%	0.0%	+1.1%	+1.8%	+5.0%	+2.1%	−1.6%	$5.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AISTB	iShares Core 1-5 Year USD Bond ETFRead Desk	0.06%	4.36%	0.0%	+1.1%	+1.8%	+5.0%	+2.1%	−1.6%	$5.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ISTB vs SPY

ISTB

iShares Core 1-5 Year USD Bond

$11,100

SPY

SPDR S&P 500

$17,493

MeasureISTBSPY

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield4.36%1.01%

5 years, per year+2.1%+11.8%

3 years, per year+5.0%+21.9%

Worst drop · 1Y−1.6%−8.9%

Volatility · 1Y1.9%13.7%

4–2measures won
ISTB first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ISTB, SPY, IVV

Today

99.9%most shared, SPY and IVV

ISTBSPYIVV

ISTB—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$430most kept, ISTB

ISTB$436 − $6 = $430

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee