MBB vs SPYM

AMBB

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income4.43%MBB · $443 on $10k

Smallest drop−5.4%MBB · worst fall in 1Y

Held in common[…]MBB and SPYM

MBB

SPYM

iShares MBS ETF · $36.0BState Street SPDR Portfolio S&P 500 ETF · $179B

+5.8%3 years · per year$11,852 · $18,161+22.0%

+0.3%5 years · per year$10,164 · $17,553+11.9%

0.04%Expense ratio$4 · $2 on $10k · lower wins0.02%

4.43%12-mo yield$443 · $103 on $10k1.03%

−5.4%Worst dropSmaller wins−8.9%

4.9%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMBB · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	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
3	AMBB	iShares MBS ETFRead Desk	0.04%	4.43%	0.0%	+0.3%	+0.9%	+5.8%	+0.3%	−5.4%	$36.0B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	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
3	AMBB	iShares MBS ETFRead Desk	0.04%	4.43%	0.0%	+0.3%	+0.9%	+5.8%	+0.3%	−5.4%	$36.0B

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

MBB vs SPYM

MBB

iShares MBS

$10,165

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureMBBSPYM

Fee0.04%0.02%

Cost on $10k a year$4$2

Yield4.43%1.03%

5 years, per year+0.3%+11.9%

3 years, per year+5.8%+22.0%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y4.9%13.7%

3–3measures won
level

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: MBB, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

MBBSPYMIVV

MBB—[…][…]

SPYM[…]—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

$439most kept, MBB

MBB$443 − $4 = $439

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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