LEMB vs SPY

ALEMB

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · LEMB $10,937

Lowest cost0.09%SPY · $9 on $10k

Most income2.40%LEMB · $240 on $10k

Smallest drop−6.0%LEMB · worst fall in 1Y

Held in common[…]LEMB and SPY

LEMB

SPY

iShares J.P. Morgan EM Local Currency Bond ETF · $771MState Street SPDR S&P 500 ETF · $798B

+8.4%3 years · per year$12,737 · $19,132+24.1%

+1.8%5 years · per year$10,937 · $18,060+12.6%

0.30%Expense ratio$30 · $9 on $10k · lower wins0.09%

2.40%12-mo yield$240 · $99 on $10k0.99%

−6.0%Worst dropSmaller wins−8.9%

6.6%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLEMB · 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%	$798.0B
2	ALEMB	iShares J.P. Morgan EM Local Currency Bond ETFRead Desk		0.30%	2.40%	+0.7%	+1.7%	+4.5%	+8.4%	+1.8%	−6.0%	$771M

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%	$798.0B
2	ALEMB	iShares J.P. Morgan EM Local Currency Bond ETFRead Desk		0.30%	2.40%	+0.7%	+1.7%	+4.5%	+8.4%	+1.8%	−6.0%	$771M

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

LEMB vs SPY

LEMB

iShares J.P. Morgan EM Local Currency Bond

$10,937

SPY

SPDR S&P 500

$18,060

MeasureLEMBSPY

Fee0.30%0.09%

Cost on $10k a year$30$9

Yield2.40%0.99%

5 years, per year+1.8%+12.6%

3 years, per year+8.4%+24.1%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y6.6%12.9%

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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: LEMB, SPY

Today

[…]holdings […]

LEMBSPY

LEMB—[…]

SPY[…]—

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

Income After Fees on $10,000

$210most kept, LEMB

LEMB$240 − $30 = $210

SPY$99 − $9 = $90

KeptFee

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