XFIV vs SPY

AXFIV

BSPY

Measures won4–1XFIV wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.05%XFIV · $5 on $10k

Most income4.02%XFIV · $402 on $10k

Smallest drop−4.8%XFIV · worst fall in 1Y

Held in common0.0%XFIV and SPY

XFIV

SPY

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · $352MState Street SPDR S&P 500 ETF · $819B

+4.4%3 years · per year$11,390 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.05%Expense ratio$5 · $9 on $10k · lower wins0.09%

4.02%12-mo yield$402 · $103 on $10k1.03%

−4.8%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.6%

4–1XFIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXFIV · SPY

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	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%	$818.5B
2	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk		0.05%	4.02%	−0.2%	−0.5%	+0.2%	+4.4%	new	−4.8%	$352M

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%	$818.5B
2	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk		0.05%	4.02%	−0.2%	−0.5%	+0.2%	+4.4%	new	−4.8%	$352M

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

XFIV vs SPY

XFIV

BondBloxx Bloomberg Five Year Target Duration US Treasury

[…]

SPY

SPDR S&P 500

$17,118

MeasureXFIVSPY

Fee0.05%0.09%

Cost on $10k a year$5$9

Yield4.02%1.03%

5 years, per year[…]+11.3%

3 years, per year+4.4%+21.7%

Worst drop · 1Y−4.8%−8.9%

Volatility · 1Y3.7%13.6%

4–1measures won
XFIV 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: XFIV, SPY

Today

0.0%most shared, XFIV and SPY

XFIVSPY

XFIV—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$397most kept, XFIV

XFIV$402 − $5 = $397

SPY$103 − $9 = $94

KeptFee

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