LQD vs SPYM

ALQD

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · LQD $9,625

Lowest cost0.02%SPYM · $2 on $10k

Most income4.83%LQD · $483 on $10k

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

Held in common[…]LQD and SPYM

LQD

SPYM

iShares iBoxx $ Investment Grade Corporate Bond ETF · $33.0BState Street SPDR Portfolio S&P 500 ETF · $178B

+6.1%3 years · per year$11,939 · $18,082+21.8%

−0.8%5 years · per year$9,625 · $17,192+11.4%

0.14%Expense ratio$14 · $2 on $10k · lower wins0.02%

4.83%12-mo yield$483 · $105 on $10k1.05%

−6.0%Worst dropSmaller wins−8.9%

5.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLQD · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	ALQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	−0.1%	−1.4%	−0.7%	+6.1%	−0.8%	−6.0%	$33.0B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	ALQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	−0.1%	−1.4%	−0.7%	+6.1%	−0.8%	−6.0%	$33.0B

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

LQD vs SPYM

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,625

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureLQDSPYM

Fee0.14%0.02%

Cost on $10k a year$14$2

Yield4.83%1.05%

5 years, per year−0.8%+11.4%

3 years, per year+6.1%+21.8%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y5.6%13.6%

3–3measures won
level

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: LQD, SPYM

Today

[…]holdings […]

LQDSPYM

LQD—[…]

SPYM[…]—

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

Income After Fees on $10,000

$469most kept, LQD

LQD$483 − $14 = $469

SPYM$105 − $2 = $103

KeptFee

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