NUBD vs SPYM

ANUBD

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · NUBD $9,913

Lowest cost0.02%SPYM · $2 on $10k

Most income4.17%NUBD · $417 on $10k

Smallest drop−4.6%NUBD · worst fall in 1Y

Held in common[…]NUBD and SPYM

NUBD

SPYM

Nuveen ESG U.S. Aggregate Bond · $487MState Street SPDR Portfolio S&P 500 ETF · $178B

+5.0%3 years · per year$11,579 · $18,082+21.8%

−0.2%5 years · per year$9,913 · $17,192+11.4%

0.12%Expense ratio$12 · $2 on $10k · lower wins0.02%

4.17%12-mo yield$417 · $105 on $10k1.05%

−4.6%Worst dropSmaller wins−8.9%

3.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNUBD · 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	ANUBD	Nuveen ESG U.S. Aggregate BondRead Desk		0.12%	4.17%	−0.2%	−0.2%	+0.4%	+5.0%	−0.2%	−4.6%	$487M

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	ANUBD	Nuveen ESG U.S. Aggregate BondRead Desk		0.12%	4.17%	−0.2%	−0.2%	+0.4%	+5.0%	−0.2%	−4.6%	$487M

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

NUBD vs SPYM

NUBD

Nuveen ESG U.S. Aggregate Bond

$9,913

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureNUBDSPYM

Fee0.12%0.02%

Cost on $10k a year$12$2

Yield4.17%1.05%

5 years, per year−0.2%+11.4%

3 years, per year+5.0%+21.8%

Worst drop · 1Y−4.6%−8.9%

Volatility · 1Y3.9%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: NUBD, SPYM

Today

[…]holdings […]

NUBDSPYM

NUBD—[…]

SPYM[…]—

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

Income After Fees on $10,000

$405most kept, NUBD

NUBD$417 − $12 = $405

SPYM$105 − $2 = $103

KeptFee

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