SPSB vs SPY

ASPSB

BSPY

Measures won4–2SPSB wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · SPSB $11,576

Lowest cost0.04%SPSB · $4 on $10k

Most income4.38%SPSB · $438 on $10k

Smallest drop−1.0%SPSB · worst fall in 1Y

Held in common[…]SPSB and SPY

SPSB

SPY

State Street SPDR Portfolio Short Term Corporate Bond ETF · $11.3BState Street SPDR S&P 500 ETF · $805B

+5.3%3 years · per year$11,676 · $19,132+24.1%

+3.0%5 years · per year$11,576 · $18,060+12.6%

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

4.38%12-mo yield$438 · $99 on $10k0.99%

−1.0%Worst dropSmaller wins−8.9%

1.4%VolatilityLower wins12.9%

4–2SPSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPSB · SPY

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ASPSB	State Street SPDR Portfolio Short Term Corporate Bond ETFRead Desk		0.04%	4.38%	+0.1%	+1.9%	+2.8%	+5.3%	+3.0%	−1.0%	$11.3B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ASPSB	State Street SPDR Portfolio Short Term Corporate Bond ETFRead Desk		0.04%	4.38%	+0.1%	+1.9%	+2.8%	+5.3%	+3.0%	−1.0%	$11.3B

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

SPSB vs SPY

SPSB

SPDR Portfolio Short Term Corporate Bond

$11,576

SPY

SPDR S&P 500

$18,060

MeasureSPSBSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield4.38%0.99%

5 years, per year+3.0%+12.6%

3 years, per year+5.3%+24.1%

Worst drop · 1Y−1.0%−8.9%

Volatility · 1Y1.4%12.9%

4–2measures won
SPSB first

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: SPSB, SPY

Today

[…]holdings […]

SPSBSPY

SPSB—[…]

SPY[…]—

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

Income After Fees on $10,000

$434most kept, SPSB

SPSB$438 − $4 = $434

SPY$99 − $9 = $90

KeptFee

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