VTIP vs SPY

AVTIP

BSPY

Measures won4–2VTIP wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · VTIP $11,413

Lowest cost0.03%VTIP · $3 on $10k

Most income4.81%VTIP · $481 on $10k

Smallest drop−2.6%VTIP · worst fall in 1Y

Held in common[…]VTIP and SPY

VTIP

SPY

Vanguard Short-Term Inflation-Protected Securities ETF · $20.9BState Street SPDR S&P 500 ETF · $805B

+4.5%3 years · per year$11,408 · $18,174+22.0%

+2.7%5 years · per year$11,413 · $17,099+11.3%

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

4.81%12-mo yield$481 · $103 on $10k1.03%

−2.6%Worst dropSmaller wins−8.9%

2.2%VolatilityLower wins13.6%

4–2VTIP wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTIP · SPY

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

Held in common[…]

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AVTIP	Vanguard Short-Term Inflation-Protected Securities ETFRead Desk		0.03%	4.81%	+0.1%	+0.6%	+0.8%	+4.5%	+2.7%	−2.6%	$20.9B

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AVTIP	Vanguard Short-Term Inflation-Protected Securities ETFRead Desk		0.03%	4.81%	+0.1%	+0.6%	+0.8%	+4.5%	+2.7%	−2.6%	$20.9B

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

Cards for this view

VTIP vs SPY

VTIP

Vanguard Short-Term Inflation-Protected Securities

$11,413

SPY

SPDR S&P 500

$17,099

MeasureVTIPSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield4.81%1.03%

5 years, per year+2.7%+11.3%

3 years, per year+4.5%+22.0%

Worst drop · 1Y−2.6%−8.9%

Volatility · 1Y2.2%13.6%

4–2measures won
VTIP first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VTIP, SPY

Today

[…]holdings […]

VTIPSPY

VTIP—[…]

SPY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$478most kept, VTIP

VTIP$481 − $3 = $478

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee