OBND vs SPYM

AOBND

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · OBND $11,090

Lowest cost0.02%SPYM · $2 on $10k

Most income6.72%OBND · $672 on $10k

Smallest drop−2.9%OBND · worst fall in 1Y

Held in common0.0%OBND and SPYM

OBND

SPYM

State Street Loomis Sayles Opportunistic Bond ETF · $31MState Street SPDR Portfolio S&P 500 ETF · $178B

+6.9%3 years · per year$12,207 · $18,082+21.8%

+2.1%5 years · per year$11,090 · $17,192+11.4%

0.55%Expense ratio$55 · $2 on $10k · lower wins0.02%

6.72%12-mo yield$672 · $105 on $10k1.05%

−2.9%Worst dropSmaller wins−8.9%

3.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOBND · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AOBND	State Street Loomis Sayles Opportunistic Bond ETFRead Desk		0.55%	6.72%	0.0%	+0.7%	+1.4%	+6.9%	+2.1%	−2.9%	$31M

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	AOBND	State Street Loomis Sayles Opportunistic Bond ETFRead Desk		0.55%	6.72%	0.0%	+0.7%	+1.4%	+6.9%	+2.1%	−2.9%	$31M

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

OBND vs SPYM

OBND

Loomis Sayles Opportunistic Bond

$11,090

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureOBNDSPYM

Fee0.55%0.02%

Cost on $10k a year$55$2

Yield6.72%1.05%

5 years, per year+2.1%+11.4%

3 years, per year+6.9%+21.8%

Worst drop · 1Y−2.9%−8.9%

Volatility · 1Y3.8%13.6%

3–3measures won
level

0.0%

holdings shared

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: OBND, SPYM

Today

0.0%most shared, OBND and SPYM

OBNDSPYM

OBND—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$617most kept, OBND

OBND$672 − $55 = $617

SPYM$105 − $2 = $103

KeptFee

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