NBSD vs SPY

ANBSD

BSPY

Measures won3–1NBSD wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income4.75%NBSD · $475 on $10k

Smallest drop−1.2%NBSD · worst fall in 1Y

Held in common[…]NBSD and SPY

NBSD

SPY

Neuberger Berman Short Duration Income ETF · $1.8BState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.42%Expense ratio$42 · $9 on $10k · lower wins0.09%

4.75%12-mo yield$475 · $101 on $10k1.01%

−1.2%Worst dropSmaller wins−8.9%

1.4%VolatilityLower wins13.7%

3–1NBSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsNBSD · 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

Both

5Y2 funds

#			Trend
1	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
2	ANBSD	Neuberger Berman Short Duration Income ETFRead Desk		0.42%	4.75%	+0.1%	+1.9%	+2.8%	new	new	−1.2%	$1.8B

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ANBSD	Neuberger Berman Short Duration Income ETFRead Desk		0.42%	4.75%	+0.1%	+1.9%	+2.8%	new	new	−1.2%	$1.8B

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

NBSD vs SPY

NBSD

Neuberger Berman Short Duration Income

[…]

SPY

SPDR S&P 500

$17,493

MeasureNBSDSPY

Fee0.42%0.09%

Cost on $10k a year$42$9

Yield4.75%1.01%

5 years, per year[…]+11.8%

3 years, per year[…]+21.9%

Worst drop · 1Y−1.2%−8.9%

Volatility · 1Y1.4%13.7%

3–1measures won
NBSD 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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: NBSD, SPY

Today

[…]holdings […]

NBSDSPY

NBSD—[…]

SPY[…]—

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

Income After Fees on $10,000

$433most kept, NBSD

NBSD$475 − $42 = $433

SPY$101 − $9 = $92

KeptFee

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