XTRE vs SPYM

AXTRE

BSPYM

Measures won3–2XTRE wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income4.10%XTRE · $410 on $10k

Smallest drop−2.3%XTRE · worst fall in 1Y

Held in common0.0%XTRE and SPYM

XTRE

SPYM

BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · $158MState Street SPDR Portfolio S&P 500 ETF · $182B

+4.4%3 years · per year$11,382 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

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

4.10%12-mo yield$410 · $106 on $10k1.06%

−2.3%Worst dropSmaller wins−8.9%

2.2%VolatilityLower wins13.6%

3–2XTRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTRE · SPYM

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

Held in common0.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AXTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETFRead Desk		0.05%	4.10%	+0.3%	+0.7%	+1.3%	+4.4%	new	−2.3%	$158M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AXTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETFRead Desk		0.05%	4.10%	+0.3%	+0.7%	+1.3%	+4.4%	new	−2.3%	$158M

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

XTRE vs SPYM

XTRE

BondBloxx Bloomberg Three Year Target Duration US Treasury

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureXTRESPYM

Fee0.05%0.02%

Cost on $10k a year$5$2

Yield4.10%1.06%

5 years, per year[…]+11.4%

3 years, per year+4.4%+22.1%

Worst drop · 1Y−2.3%−8.9%

Volatility · 1Y2.2%13.6%

3–2measures won
XTRE first

0.0%

holdings shared

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XTRE, SPYM

Today

0.0%most shared, XTRE and SPYM

XTRESPYM

XTRE—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$405most kept, XTRE

XTRE$410 − $5 = $405

SPYM$106 − $2 = $104

KeptFee

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