XTWO vs SPY

AXTWO

BSPY

Measures won4–1XTWO wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.05%XTWO · $5 on $10k

Most income3.93%XTWO · $393 on $10k

Smallest drop−1.0%XTWO · worst fall in 1Y

Held in common0.0%XTWO and SPY

XTWO

SPY

BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · $274MState Street SPDR S&P 500 ETF · $778B

+4.2%3 years · per year$11,313 · $18,039+21.7%

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

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

3.93%12-mo yield$393 · $103 on $10k1.03%

−1.0%Worst dropSmaller wins−8.9%

1.6%VolatilityLower wins13.6%

4–1XTWO wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTWO · 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%	$777.7B
2	AXTWO	BondBloxx Bloomberg Two Year Target Duration US Treasury ETFRead Desk		0.05%	3.93%	−0.1%	+1.4%	+2.3%	+4.2%	new	−1.0%	$274M

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%	$777.7B
2	AXTWO	BondBloxx Bloomberg Two Year Target Duration US Treasury ETFRead Desk		0.05%	3.93%	−0.1%	+1.4%	+2.3%	+4.2%	new	−1.0%	$274M

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

XTWO vs SPY

XTWO

BondBloxx Bloomberg Two Year Target Duration US Treasury

[…]

SPY

SPDR S&P 500

$17,118

MeasureXTWOSPY

Fee0.05%0.09%

Cost on $10k a year$5$9

Yield3.93%1.03%

5 years, per year[…]+11.3%

3 years, per year+4.2%+21.7%

Worst drop · 1Y−1.0%−8.9%

Volatility · 1Y1.6%13.6%

4–1measures won
XTWO 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: XTWO, SPY

Today

0.0%most shared, XTWO and SPY

XTWOSPY

XTWO—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

$388most kept, XTWO

XTWO$393 − $5 = $388

SPY$103 − $9 = $94

KeptFee

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