SPY vs SCMB

ASPY

BSCMB

Measures won1–4SCMB wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.03%SCMB · $3 on $10k

Most income3.59%SCMB · $359 on $10k

Smallest drop−6.7%SCMB · worst fall in 1Y

Held in common[…]SPY and SCMB

SPY

SCMB

State Street SPDR S&P 500 ETF · $778BSchwab Municipal Bond ETF · $4.1B

+21.7%3 years · per year$18,039 · $11,403+4.5%

+11.3%5 years · per year$17,118 · […][…]

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

1.03%12-mo yield$103 · $359 on $10k3.59%

−8.9%Worst dropSmaller wins−6.7%

13.6%VolatilityLower wins3.9%

1–4SCMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · SCMB

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

Held in common[…]

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	BSCMB	Schwab Municipal Bond ETFRead Desk		0.03%	3.59%	+0.4%	+0.4%	+1.1%	+4.5%	new	−6.7%	$4.1B

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	BSCMB	Schwab Municipal Bond ETFRead Desk		0.03%	3.59%	+0.4%	+0.4%	+1.1%	+4.5%	new	−6.7%	$4.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs SCMB

SPY

SPDR S&P 500

$17,118

SCMB

Schwab Municipal Bond

[…]

MeasureSPYSCMB

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield1.03%3.59%

5 years, per year+11.3%[…]

3 years, per year+21.7%+4.5%

Worst drop · 1Y−8.9%−6.7%

Volatility · 1Y13.6%3.9%

4–1measures won
SCMB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SPY, SCMB

Today

[…]holdings […]

SPYSCMB

SPY—[…]

SCMB[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$356most kept, SCMB

SCMB$359 − $3 = $356

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee