Compare · 3 funds side by side · dividends reinvested

IVV, SHM and BND

Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$11,358IVV · best of the three

02 / 04

IVV, SHM and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.8

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.1%+3.3%+1.1%−2.7%1.8%$3.5B2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · SHM 2007 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,571

SHM

BND

Vanguard Total Bond Market ETF · $161B$9,985

$10,000 five years ago, dividends reinvested

SHMMeasureBND

+1.4%Year to dateJan 1 → Nov 9+0.0%

+2.1%1 yearTotal return+0.3%

+3.3%3 years · per year$10,000 became $11,019 · $11,576+5.0%

+1.1%5 years · per year$10,000 became $10,571 · $9,985−0.0%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.70%Trailing 12-mo yield$270 · $412 a year on $10k4.12%

−2.7%Worst dropSmaller is better−4.5%

1.8%VolatilityLower is calmer4.0%

SHMBND Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3SHM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHM vs BND: Top 5 Holdings

Today

SHM

[…]in top 5

BND

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SHM vs BND Returns, Every Period

SPDRSHM

+1.1%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

SHMBNDFaded: behind in that period

3–1SHM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SHM vs BND

YTD

SPDRSHM

+1.4%

BNDVanguard

+0.0%

+1.4%Year to date+0.0%

−2.7%Worst drop · 1Y−4.5%

1.8%Volatility · 1Y4.0%

2.7%Yield4.1%

$3.5BAssets$161B

3–1SHM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SHM, BND

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BND0.03%$3

SHM0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, SHM, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

SHM2.70%$270

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

SHM$270 − $20 = $250

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, SHM, BND

Today

[…]holdings […]

IVVSHMBND

IVV—[…][…]

SHM[…]—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SHMWorst drop−2.7%1.8% vol

BNDWorst drop−4.5%4.0% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BNDIVV

+0.0%Year to date+11.3%

4.1%Yield1.1%

+0.3%Past year+13.6%

0.03%Fee0.03%

2–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026