SPY vs SUSB

ASPY

BSUSB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SUSB $11,294

Lowest cost0.09%SPY · $9 on $10k

Most income4.60%SUSB · $460 on $10k

Smallest drop−1.6%SUSB · worst fall in 1Y

Held in common[…]SPY and SUSB

SPY

SUSB

State Street SPDR S&P 500 ETF · $805BiShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B

+22.0%3 years · per year$18,174 · $11,803+5.7%

+11.3%5 years · per year$17,099 · $11,294+2.5%

0.09%Expense ratio$9 · $12 on $10k · lower wins0.12%

1.03%12-mo yield$103 · $460 on $10k4.60%

−8.9%Worst dropSmaller wins−1.6%

13.6%VolatilityLower wins2.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · SUSB

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%	$804.8B
2	BSUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk		0.12%	4.60%	+0.1%	+1.2%	+2.2%	+5.7%	+2.5%	−1.6%	$1.3B

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%	$804.8B
2	BSUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk		0.12%	4.60%	+0.1%	+1.2%	+2.2%	+5.7%	+2.5%	−1.6%	$1.3B

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 SUSB

SPY

SPDR S&P 500

$17,099

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond

$11,294

MeasureSPYSUSB

Fee0.09%0.12%

Cost on $10k a year$9$12

Yield1.03%4.60%

5 years, per year+11.3%+2.5%

3 years, per year+22.0%+5.7%

Worst drop · 1Y−8.9%−1.6%

Volatility · 1Y13.6%2.1%

3–3measures won
level

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: SPY, SUSB

Today

[…]holdings […]

SPYSUSB

SPY—[…]

SUSB[…]—

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

Income After Fees on $10,000

$448most kept, SUSB

SUSB$460 − $12 = $448

SPY$103 − $9 = $94

KeptFee

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