SPYM vs IUSB

ASPYM

BIUSB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · IUSB $10,102

Lowest cost0.02%SPYM · $2 on $10k

Most income4.36%IUSB · $436 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]SPYM and IUSB

SPYM

IUSB

State Street SPDR Portfolio S&P 500 ETF · $185BiShares Core Universal USD Bond ETF · $50.1B

+24.1%3 years · per year$19,092 · $11,788+5.6%

+12.2%5 years · per year$17,749 · $10,102+0.2%

0.02%Expense ratio$2 · $6 on $10k · lower wins0.06%

1.03%12-mo yield$103 · $436 on $10k4.36%

−8.9%Worst dropSmaller wins−4.3%

12.7%VolatilityLower wins3.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · IUSB

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

Held in common[…]

End-of-day Nov 3, 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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.36%	−0.2%	−0.5%	−0.1%	+5.6%	+0.2%	−4.3%	$50.1B

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

Both

5Y2 funds

#			Trend
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.36%	−0.2%	−0.5%	−0.1%	+5.6%	+0.2%	−4.3%	$50.1B

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

Cards for this view

SPYM vs IUSB

SPYM

SPDR Portfolio S&P 500

$17,749

IUSB

iShares Core Universal USD Bond

$10,102

MeasureSPYMIUSB

Fee0.02%0.06%

Cost on $10k a year$2$6

Yield1.03%4.36%

5 years, per year+12.2%+0.2%

3 years, per year+24.1%+5.6%

Worst drop · 1Y−8.9%−4.3%

Volatility · 1Y12.7%3.9%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SPYM, IUSB

Today

[…]holdings […]

SPYMIUSB

SPYM—[…]

IUSB[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$430most kept, IUSB

IUSB$436 − $6 = $430

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee