XB vs SPYM

AXB

BSPYM

Measures won3–2XB wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income7.08%XB · $708 on $10k

Smallest drop−2.9%XB · worst fall in 1Y

Held in common0.0%XB and SPYM

SPYM

BondBloxx B Rated USD High Yield Corporate Bond ETF · $94MState Street SPDR Portfolio S&P 500 ETF · $182B

+7.9%3 years · per year$12,579 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.30%Expense ratio$30 · $2 on $10k · lower wins0.02%

7.08%12-mo yield$708 · $105 on $10k1.05%

−2.9%Worst dropSmaller wins−8.9%

4.0%VolatilityLower wins13.6%

3–2XB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXB · SPYM

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

Held in common0.0%

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%	$181.7B
2	AXB	BondBloxx B Rated USD High Yield Corporate Bond ETFRead Desk		0.30%	7.08%	−0.1%	+1.5%	+3.2%	+7.9%	new	−2.9%	$94M

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%	$181.7B
2	AXB	BondBloxx B Rated USD High Yield Corporate Bond ETFRead Desk		0.30%	7.08%	−0.1%	+1.5%	+3.2%	+7.9%	new	−2.9%	$94M

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

XB vs SPYM

BondBloxx B Rated USD High Yield Corporate Bond

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureXBSPYM

Fee0.30%0.02%

Cost on $10k a year$30$2

Yield7.08%1.05%

5 years, per year[…]+11.4%

3 years, per year+7.9%+21.8%

Worst drop · 1Y−2.9%−8.9%

Volatility · 1Y4.0%13.6%

3–2measures won
XB first

0.0%

holdings shared

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XB, SPYM

Today

0.0%most shared, XB and SPYM

XBSPYM

XB—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$678most kept, XB

XB$708 − $30 = $678

SPYM$105 − $2 = $103

KeptFee

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