QLTA vs SPYM

AQLTA

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · QLTA $9,831

Lowest cost0.02%SPYM · $2 on $10k

Most income4.68%QLTA · $468 on $10k

Smallest drop−5.0%QLTA · worst fall in 1Y

Held in common[…]QLTA and SPYM

QLTA

SPYM

iShares Aaa - A Rated Corporate Bond ETF · $1.2BState Street SPDR Portfolio S&P 500 ETF · $182B

+5.9%3 years · per year$11,888 · $18,222+22.1%

−0.3%5 years · per year$9,831 · $17,164+11.4%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

4.68%12-mo yield$468 · $106 on $10k1.06%

−5.0%Worst dropSmaller wins−8.9%

4.7%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQLTA · SPYM

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

Held in common[…]

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AQLTA	iShares Aaa - A Rated Corporate Bond ETFRead Desk		0.15%	4.68%	+0.1%	−0.7%	−0.3%	+5.9%	−0.3%	−5.0%	$1.2B

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AQLTA	iShares Aaa - A Rated Corporate Bond ETFRead Desk		0.15%	4.68%	+0.1%	−0.7%	−0.3%	+5.9%	−0.3%	−5.0%	$1.2B

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

Cards for this view

QLTA vs SPYM

QLTA

iShares Aaa - A Rated Corporate Bond

$9,831

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureQLTASPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield4.68%1.06%

5 years, per year−0.3%+11.4%

3 years, per year+5.9%+22.1%

Worst drop · 1Y−5.0%−8.9%

Volatility · 1Y4.7%13.6%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QLTA, SPYM

Today

[…]holdings […]

QLTASPYM

QLTA—[…]

SPYM[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$453most kept, QLTA

QLTA$468 − $15 = $453

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee