SPLB vs SPY

ASPLB

BSPY

Measures won4–2SPLB wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SPLB $8,458

Lowest cost0.04%SPLB · $4 on $10k

Most income5.75%SPLB · $575 on $10k

Smallest drop−8.8%SPLB · worst fall in 1Y

Held in common[…]SPLB and SPY

SPLB

SPY

State Street SPDR Portfolio Long Term Corporate Bond ETF · $1.2BState Street SPDR S&P 500 ETF · $805B

+6.9%3 years · per year$12,215 · $18,174+22.0%

−3.3%5 years · per year$8,458 · $17,099+11.3%

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

5.75%12-mo yield$575 · $103 on $10k1.03%

−8.8%Worst dropSmaller wins−8.9%

8.4%VolatilityLower wins13.6%

4–2SPLB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPLB · 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	ASPLB	State Street SPDR Portfolio Long Term Corporate Bond ETFRead Desk		0.04%	5.75%	0.0%	−2.2%	−2.7%	+6.9%	−3.3%	−8.8%	$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	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	ASPLB	State Street SPDR Portfolio Long Term Corporate Bond ETFRead Desk		0.04%	5.75%	0.0%	−2.2%	−2.7%	+6.9%	−3.3%	−8.8%	$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

SPLB vs SPY

SPLB

SPDR Portfolio Long Term Corporate Bond

$8,459

SPY

SPDR S&P 500

$17,099

MeasureSPLBSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield5.75%1.03%

5 years, per year−3.3%+11.3%

3 years, per year+6.9%+22.0%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y8.4%13.6%

4–2measures won
SPLB 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: SPLB, SPY

Today

[…]holdings […]

SPLBSPY

SPLB—[…]

SPY[…]—

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

Income After Fees on $10,000

$571most kept, SPLB

SPLB$575 − $4 = $571

SPY$103 − $9 = $94

KeptFee

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