MBB vs SPYM

AMBB

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · IVV $18,118

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 · $35.9BState Street SPDR Portfolio S&P 500 ETF · $182B

+6.5%3 years · per year$12,077 · $19,186+24.3%

+0.3%5 years · per year$10,143 · $18,126+12.6%

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

4.43%12-mo yield$443 · $101 on $10k1.01%

−5.4%Worst dropSmaller wins−8.9%

4.9%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMBB · SPYM

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

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
4	AMBB	iShares MBS ETFRead Desk	0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
4	AMBB	iShares MBS ETFRead Desk	0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B

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

MBB vs SPYM

MBB

iShares MBS

$10,143

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureMBBSPYM

Fee0.04%0.02%

Cost on $10k a year$4$2

Yield4.43%1.01%

5 years, per year+0.3%+12.6%

3 years, per year+6.5%+24.3%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y4.9%12.8%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: MBB, SPYM, SPY, IVV

Today

99.9%most shared, SPY and IVV

MBBSPYMSPYIVV

MBB—[…][…][…]

SPYM[…]—99.8%99.8%

SPY[…]99.8%—99.9%

IVV[…]99.8%99.9%—

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

Income After Fees on $10,000

$439most kept, MBB

MBB$443 − $4 = $439

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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