SHM vs SPYM

ASHM

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · SHM $10,542

Lowest cost0.02%SPYM · $2 on $10k

Most income2.71%SHM · $271 on $10k

Smallest drop−2.7%SHM · worst fall in 1Y

Held in common[…]SHM and SPYM

SHM

SPYM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5BState Street SPDR Portfolio S&P 500 ETF · $182B

+3.4%3 years · per year$11,066 · $19,186+24.3%

+1.1%5 years · per year$10,542 · $18,126+12.6%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

2.71%12-mo yield$271 · $101 on $10k1.01%

−2.7%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHM · SPYM

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

Held in common[…]

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ASHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.71%	+0.1%	+1.1%	+1.7%	+3.4%	+1.1%	−2.7%	$3.5B

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ASHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.71%	+0.1%	+1.1%	+1.7%	+3.4%	+1.1%	−2.7%	$3.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHM vs SPYM

SHM

SPDR Nuveen ICE Short Term Municipal Bond

$10,542

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureSHMSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield2.71%1.01%

5 years, per year+1.1%+12.6%

3 years, per year+3.4%+24.3%

Worst drop · 1Y−2.7%−8.9%

Volatility · 1Y1.8%12.8%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SHM, SPYM

Today

[…]holdings […]

SHMSPYM

SHM—[…]

SPYM[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$251most kept, SHM

SHM$271 − $20 = $251

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee