SPY vs DUSB

ASPY

BDUSB

Measures won2–3DUSB wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income3.92%DUSB · $392 on $10k

Smallest drop−0.2%DUSB · worst fall in 1Y

Held in common[…]SPY and DUSB

SPY

DUSB

State Street SPDR S&P 500 ETF · $819BDimensional Ultrashort Fixed Income ETF · $2.8B

+22.0%3 years · per year$18,174 · $11,527+4.9%

+11.3%5 years · per year$17,099 · […][…]

0.09%Expense ratio$9 · $15 on $10k · lower wins0.15%

1.03%12-mo yield$103 · $392 on $10k3.92%

−8.9%Worst dropSmaller wins−0.2%

13.6%VolatilityLower wins0.6%

2–3DUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · DUSB

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	BDUSB	Dimensional Ultrashort Fixed Income ETFRead Desk		0.15%	3.92%	+0.1%	+3.1%	+3.7%	+4.9%	new	−0.2%	$2.8B

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	BDUSB	Dimensional Ultrashort Fixed Income ETFRead Desk		0.15%	3.92%	+0.1%	+3.1%	+3.7%	+4.9%	new	−0.2%	$2.8B

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

SPY vs DUSB

SPY

SPDR S&P 500

$17,099

DUSB

Dimensional Ultrashort Fixed Income

[…]

MeasureSPYDUSB

Fee0.09%0.15%

Cost on $10k a year$9$15

Yield1.03%3.92%

5 years, per year+11.3%[…]

3 years, per year+22.0%+4.9%

Worst drop · 1Y−8.9%−0.2%

Volatility · 1Y13.6%0.6%

3–2measures won
DUSB 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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPY, DUSB

Today

[…]holdings […]

SPYDUSB

SPY—[…]

DUSB[…]—

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

Income After Fees on $10,000

$377most kept, DUSB

DUSB$392 − $15 = $377

SPY$103 − $9 = $94

KeptFee

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