TAXF vs SPYM

ATAXF

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · TAXF $10,511

Lowest cost0.02%SPYM · $2 on $10k

Most income3.91%TAXF · $391 on $10k

Smallest drop−6.8%TAXF · worst fall in 1Y

Held in common[…]TAXF and SPYM

TAXF

SPYM

American Century Diversified Municipal Bond ETF · $772MState Street SPDR Portfolio S&P 500 ETF · $178B

+5.2%3 years · per year$11,631 · $18,082+21.8%

+1.0%5 years · per year$10,511 · $17,192+11.4%

0.25%Expense ratio$25 · $2 on $10k · lower wins0.02%

3.91%12-mo yield$391 · $105 on $10k1.05%

−6.8%Worst dropSmaller wins−8.9%

4.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTAXF · SPYM

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	BSPYM	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%	$177.9B
2	ATAXF	American Century Diversified Municipal Bond ETFRead Desk		0.25%	3.91%	+0.2%	+1.2%	+1.7%	+5.2%	+1.0%	−6.8%	$772M

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	BSPYM	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%	$177.9B
2	ATAXF	American Century Diversified Municipal Bond ETFRead Desk		0.25%	3.91%	+0.2%	+1.2%	+1.7%	+5.2%	+1.0%	−6.8%	$772M

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

TAXF vs SPYM

TAXF

American Century Diversified Municipal Bond

$10,511

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureTAXFSPYM

Fee0.25%0.02%

Cost on $10k a year$25$2

Yield3.91%1.05%

5 years, per year+1.0%+11.4%

3 years, per year+5.2%+21.8%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y4.1%13.6%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: TAXF, SPYM

Today

[…]holdings […]

TAXFSPYM

TAXF—[…]

SPYM[…]—

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

Income After Fees on $10,000

$366most kept, TAXF

TAXF$391 − $25 = $366

SPYM$105 − $2 = $103

KeptFee

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