SPYM vs SHM

ASPYM

BSHM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SHM $10,564

Lowest cost0.02%SPYM · $2 on $10k

Most income2.70%SHM · $270 on $10k

Smallest drop−2.7%SHM · worst fall in 1Y

Held in common[…]SPYM and SHM

SPYM

SHM

State Street SPDR Portfolio S&P 500 ETF · $182BState Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B

+21.8%3 years · per year$18,082 · $11,042+3.4%

+11.4%5 years · per year$17,192 · $10,564+1.1%

0.02%Expense ratio$2 · $20 on $10k · lower wins0.20%

1.05%12-mo yield$105 · $270 on $10k2.70%

−8.9%Worst dropSmaller wins−2.7%

13.6%VolatilityLower wins1.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · SHM

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.70%	+0.1%	+1.4%	+2.0%	+3.4%	+1.1%	−2.7%	$3.5B

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.70%	+0.1%	+1.4%	+2.0%	+3.4%	+1.1%	−2.7%	$3.5B

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

SPYM vs SHM

SPYM

SPDR Portfolio S&P 500

$17,192

SHM

SPDR Nuveen ICE Short Term Municipal Bond

$10,564

MeasureSPYMSHM

Fee0.02%0.20%

Cost on $10k a year$2$20

Yield1.05%2.70%

5 years, per year+11.4%+1.1%

3 years, per year+21.8%+3.4%

Worst drop · 1Y−8.9%−2.7%

Volatility · 1Y13.6%1.8%

3–3measures won
level

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SPYM, SHM

Today

[…]holdings […]

SPYMSHM

SPYM—[…]

SHM[…]—

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

Income After Fees on $10,000

$250most kept, SHM

SHM$270 − $20 = $250

SPYM$105 − $2 = $103

KeptFee

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