VGSH vs SPY

AVGSH

BSPY

Measures won4–2VGSH wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · VGSH $11,095

Lowest cost0.03%VGSH · $3 on $10k

Most income3.77%VGSH · $377 on $10k

Smallest drop−0.9%VGSH · worst fall in 1Y

Held in common[…]VGSH and SPY

VGSH

SPY

Vanguard Short-Term Treasury ETF · $35.1BState Street SPDR S&P 500 ETF · $805B

+4.2%3 years · per year$11,330 · $19,132+24.1%

+2.1%5 years · per year$11,095 · $18,060+12.6%

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

3.77%12-mo yield$377 · $99 on $10k0.99%

−0.9%Worst dropSmaller wins−8.9%

1.3%VolatilityLower wins12.9%

4–2VGSH wins

$10,000 · 5 yearsOne scale

Shared top holdingsVGSH · 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%	$804.8B
2	AVGSH	Vanguard Short-Term Treasury ETFRead Desk		0.03%	3.77%	+0.1%	+1.4%	+2.2%	+4.2%	+2.1%	−0.9%	$35.1B

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%	$804.8B
2	AVGSH	Vanguard Short-Term Treasury ETFRead Desk		0.03%	3.77%	+0.1%	+1.4%	+2.2%	+4.2%	+2.1%	−0.9%	$35.1B

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

VGSH vs SPY

VGSH

Vanguard Short-Term Treasury

$11,095

SPY

SPDR S&P 500

$18,060

MeasureVGSHSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield3.77%0.99%

5 years, per year+2.1%+12.6%

3 years, per year+4.2%+24.1%

Worst drop · 1Y−0.9%−8.9%

Volatility · 1Y1.3%12.9%

4–2measures won
VGSH 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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VGSH, SPY

Today

[…]holdings […]

VGSHSPY

VGSH—[…]

SPY[…]—

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

Income After Fees on $10,000

$374most kept, VGSH

VGSH$377 − $3 = $374

SPY$99 − $9 = $90

KeptFee

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