VSHY vs SPYM

AVSHY

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VSHY $12,176

Lowest cost0.02%SPYM · $2 on $10k

Most income6.29%VSHY · $629 on $10k

Smallest drop−2.0%VSHY · worst fall in 1Y

Held in common[…]VSHY and SPYM

VSHY

SPYM

Virtus Newfleet Short Duration High Yield Bond ETF · $32MState Street SPDR Portfolio S&P 500 ETF · $179B

+8.4%3 years · per year$12,733 · $18,161+22.0%

+4.0%5 years · per year$12,176 · $17,553+11.9%

0.39%Expense ratio$39 · $2 on $10k · lower wins0.02%

6.29%12-mo yield$629 · $103 on $10k1.03%

−2.0%Worst dropSmaller wins−8.9%

3.5%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVSHY · SPYM

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

Held in common[…]

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AVSHY	Virtus Newfleet Short Duration High Yield Bond ETFRead Desk		0.39%	6.29%	+0.2%	+3.2%	+4.3%	+8.4%	+4.0%	−2.0%	$32M

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AVSHY	Virtus Newfleet Short Duration High Yield Bond ETFRead Desk		0.39%	6.29%	+0.2%	+3.2%	+4.3%	+8.4%	+4.0%	−2.0%	$32M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VSHY vs SPYM

VSHY

Virtus Newfleet Short Duration High Yield Bond

$12,176

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureVSHYSPYM

Fee0.39%0.02%

Cost on $10k a year$39$2

Yield6.29%1.03%

5 years, per year+4.0%+11.9%

3 years, per year+8.4%+22.0%

Worst drop · 1Y−2.0%−8.9%

Volatility · 1Y3.5%13.7%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VSHY, SPYM

Today

[…]holdings […]

VSHYSPYM

VSHY—[…]

SPYM[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$590most kept, VSHY

VSHY$629 − $39 = $590

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee