SCMB vs SPYM

ASCMB

BSPYM

Measures won3–2SCMB wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income3.59%SCMB · $359 on $10k

Smallest drop−6.7%SCMB · worst fall in 1Y

Held in common[…]SCMB and SPYM

SCMB

SPYM

Schwab Municipal Bond ETF · $4.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+4.5%3 years · per year$11,403 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.03%Expense ratio$3 · $2 on $10k · lower wins0.02%

3.59%12-mo yield$359 · $105 on $10k1.05%

−6.7%Worst dropSmaller wins−8.9%

3.9%VolatilityLower wins13.6%

3–2SCMB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCMB · 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

All Three

5Y3 funds

#
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%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ASCMB	Schwab Municipal Bond ETFRead Desk	0.03%	3.59%	+0.4%	+0.4%	+1.1%	+4.5%	new	−6.7%	$4.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ASCMB	Schwab Municipal Bond ETFRead Desk	0.03%	3.59%	+0.4%	+0.4%	+1.1%	+4.5%	new	−6.7%	$4.1B

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

SCMB vs SPYM

SCMB

Schwab Municipal Bond

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSCMBSPYM

Fee0.03%0.02%

Cost on $10k a year$3$2

Yield3.59%1.05%

5 years, per year[…]+11.4%

3 years, per year+4.5%+21.8%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y3.9%13.6%

3–2measures won
SCMB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SCMB, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SCMBSPYMSPY

SCMB—[…][…]

SPYM[…]—99.9%

SPY[…]99.9%—

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

Income After Fees on $10,000

$356most kept, SCMB

SCMB$359 − $3 = $356

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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