STIP vs SPY

ASTIP

BSPY

Measures won4–2STIP wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · STIP $11,519

Lowest cost0.03%STIP · $3 on $10k

Most income4.62%STIP · $462 on $10k

Smallest drop−1.4%STIP · worst fall in 1Y

Held in common[…]STIP and SPY

STIP

SPY

iShares 0-5 Year TIPS Bond ETF · $16.8BState Street SPDR S&P 500 ETF · $798B

+4.9%3 years · per year$11,544 · $19,132+24.1%

+2.9%5 years · per year$11,519 · $18,060+12.6%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

4.62%12-mo yield$462 · $99 on $10k0.99%

−1.4%Worst dropSmaller wins−8.9%

1.7%VolatilityLower wins12.9%

4–2STIP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTIP · SPY

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

Held in common[…]

End-of-day Nov 4, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ASTIP	iShares 0-5 Year TIPS Bond ETFRead Desk		0.03%	4.62%	−0.2%	+1.8%	+2.1%	+4.9%	+2.9%	−1.4%	$16.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ASTIP	iShares 0-5 Year TIPS Bond ETFRead Desk		0.03%	4.62%	−0.2%	+1.8%	+2.1%	+4.9%	+2.9%	−1.4%	$16.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

STIP vs SPY

STIP

iShares 0-5 Year TIPS Bond

$11,519

SPY

SPDR S&P 500

$18,060

MeasureSTIPSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield4.62%0.99%

5 years, per year+2.9%+12.6%

3 years, per year+4.9%+24.1%

Worst drop · 1Y−1.4%−8.9%

Volatility · 1Y1.7%12.9%

4–2measures won
STIP first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: STIP, SPY

Today

[…]holdings […]

STIPSPY

STIP—[…]

SPY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$459most kept, STIP

STIP$462 − $3 = $459

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee