USHY vs SPY

AUSHY

BSPY

Measures won4–2USHY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · USHY $12,055

Lowest cost0.08%USHY · $8 on $10k

Most income7.12%USHY · $712 on $10k

Smallest drop−2.8%USHY · worst fall in 1Y

Held in common[…]USHY and SPY

USHY

SPY

iShares Broad USD High Yield Corporate Bond ETF · $27.5BState Street SPDR S&P 500 ETF · $778B

+8.5%3 years · per year$12,780 · $18,039+21.7%

+3.8%5 years · per year$12,055 · $17,118+11.3%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

7.12%12-mo yield$712 · $103 on $10k1.03%

−2.8%Worst dropSmaller wins−8.9%

3.8%VolatilityLower wins13.6%

4–2USHY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSHY · SPY

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AUSHY	iShares Broad USD High Yield Corporate Bond ETFRead Desk		0.08%	7.12%	0.0%	+1.0%	+2.5%	+8.5%	+3.8%	−2.8%	$27.5B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AUSHY	iShares Broad USD High Yield Corporate Bond ETFRead Desk		0.08%	7.12%	0.0%	+1.0%	+2.5%	+8.5%	+3.8%	−2.8%	$27.5B

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

USHY vs SPY

USHY

iShares Broad USD High Yield Corporate Bond

$12,055

SPY

SPDR S&P 500

$17,118

MeasureUSHYSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield7.12%1.03%

5 years, per year+3.8%+11.3%

3 years, per year+8.5%+21.7%

Worst drop · 1Y−2.8%−8.9%

Volatility · 1Y3.8%13.6%

4–2measures won
USHY first

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: USHY, SPY

Today

[…]holdings […]

USHYSPY

USHY—[…]

SPY[…]—

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

Income After Fees on $10,000

$704most kept, USHY

USHY$712 − $8 = $704

SPY$103 − $9 = $94

KeptFee

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