SPY vs STIP5YSPYSPYAvsBSTIPSTIPState Street SPDR S&P 500 ETF · $778BiShares 0-5 Year TIPS Bond ETF · $16.8BReturns · dividends in+21.4%3 years · per year$17,888 · $11,451+4.6%+11.7%5 years · per year$17,358 · $11,526+2.9%Cost and income0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%1.01%12-mo yield$101 · $463 on $10k4.63%Risk · 1 yearEnd-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+10.8%+13.0%+21.4%+11.7%−8.9%$777.9B2BSTIPiShares 0-5 Year TIPS Bond ETFReadDesk0.03%4.63%−0.2%+1.6%+1.8%+4.6%+2.9%−1.4%$16.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+10.8%+13.0%+21.4%+11.7%−8.9%$777.9B2BSTIPiShares 0-5 Year TIPS Bond ETFReadDesk0.03%4.63%−0.2%+1.6%+1.8%+4.6%+2.9%−1.4%$16.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: SPY, STIPToday[…]holdings […]SPYSTIPSPY—[…]STIP[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: SPY, STIPToday[…]holdings […]SPYSTIPSPY—[…]STIP[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$460most kept, STIPSTIP$463 − $3 = $460SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee