SPIB vs SPY

ASPIB

BSPY

Measures won4–2SPIB wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SPIB $10,940

Lowest cost0.04%SPIB · $4 on $10k

Most income4.61%SPIB · $461 on $10k

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

Held in common[…]SPIB and SPY

SPIB

SPY

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF · $11.5BState Street SPDR S&P 500 ETF · $805B

+6.4%3 years · per year$12,062 · $18,174+22.0%

+1.8%5 years · per year$10,940 · $17,099+11.3%

0.04%Expense ratio$4 · $9 on $10k · lower wins0.09%

4.61%12-mo yield$461 · $103 on $10k1.03%

−2.9%Worst dropSmaller wins−8.9%

3.1%VolatilityLower wins13.6%

4–2SPIB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPIB · SPY

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ASPIB	State Street SPDR Portfolio Intermediate Term Corporate Bond ETFRead Desk		0.04%	4.61%	+0.2%	+0.5%	+1.3%	+6.4%	+1.8%	−2.9%	$11.5B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ASPIB	State Street SPDR Portfolio Intermediate Term Corporate Bond ETFRead Desk		0.04%	4.61%	+0.2%	+0.5%	+1.3%	+6.4%	+1.8%	−2.9%	$11.5B

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

SPIB vs SPY

SPIB

SPDR Portfolio Intermediate Term Corporate Bond

$10,940

SPY

SPDR S&P 500

$17,099

MeasureSPIBSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield4.61%1.03%

5 years, per year+1.8%+11.3%

3 years, per year+6.4%+22.0%

Worst drop · 1Y−2.9%−8.9%

Volatility · 1Y3.1%13.6%

4–2measures won
SPIB first

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPIB, SPY

Today

[…]holdings […]

SPIBSPY

SPIB—[…]

SPY[…]—

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

Income After Fees on $10,000

$457most kept, SPIB

SPIB$461 − $4 = $457

SPY$103 − $9 = $94

KeptFee

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