XFIV vs SPYM

AXFIV

BSPYM

Measures won3–2XFIV wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income4.02%XFIV · $402 on $10k

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

Held in common0.0%XFIV and SPYM

XFIV

SPYM

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · $352MState Street SPDR Portfolio S&P 500 ETF · $182B

+4.4%3 years · per year$11,390 · $18,082+21.8%

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

0.05%Expense ratio$5 · $2 on $10k · lower wins0.02%

4.02%12-mo yield$402 · $105 on $10k1.05%

−4.8%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.6%

3–2XFIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXFIV · 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	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	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	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 SPYM

XFIV

BondBloxx Bloomberg Five Year Target Duration US Treasury

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureXFIVSPYM

Fee0.05%0.02%

Cost on $10k a year$5$2

Yield4.02%1.05%

5 years, per year[…]+11.4%

3 years, per year+4.4%+21.8%

Worst drop · 1Y−4.8%−8.9%

Volatility · 1Y3.7%13.6%

3–2measures 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, SPYM

Today

0.0%most shared, XFIV and SPYM

XFIVSPYM

XFIV—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

$397most kept, XFIV

XFIV$402 − $5 = $397

SPYM$105 − $2 = $103

KeptFee

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