Compare · 3 funds side by side · dividends reinvested

AFIF, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

AFIF, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.0

Anfield Universal Fixed Income ETFBonds & Cash · Core aggregate0.85%4.19%+1.6%+2.4%+6.3%+3.7%−1.6%2.6%$691M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: AFIF 2018 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Anfield Universal Fixed Income ETF · $691M$12,018

AFIF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AFIFMeasureSPYM

+1.6%Year to dateJan 1 → Nov 6+8.8%

+2.4%1 yearTotal return+9.8%

+6.3%3 years · per year$10,000 became $12,003 · $18,082+21.8%

+3.7%5 years · per year$10,000 became $12,018 · $17,192+11.4%

0.85%Expense ratio$85 · $2 a year on $10k · lower is better0.02%

4.19%Trailing 12-mo yield$419 · $105 a year on $10k1.05%

−1.6%Worst dropSmaller is better−8.9%

2.6%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFIF vs SPYM: Top 5 Holdings

Today

AFIF

4.3%in top 5

SPYM

in top 527.8%

AFIFStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.1%LMBSnot top 5

2.1%IGSBnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

AFIF vs SPYM Returns, Every Period

Horizon FundsAFIF

+3.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

AFIFSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Core: AFIF vs IVV

YTD

Horizon FundsAFIF

+1.6%

IVViShares

+8.7%

+1.6%Year to date+8.7%

−1.6%Worst drop · 1Y−8.9%

2.6%Volatility · 1Y13.6%

4.2%Yield1.1%

$691MAssets$850B

3–1AFIF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFIF, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

AFIF0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AFIF, SPYM, IVV

4.19%highest, AFIF

FundTrailing yieldYield$10k

AFIF4.19%$419

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$334most kept, AFIF

AFIF$419 − $85 = $334

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: AFIF, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

AFIFSPYMIVV

AFIF—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

AFIFWorst drop−1.6%2.6% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AFIFSPYM

+1.6%Year to date+8.8%

4.2%Yield1.1%

+2.4%Past year+9.8%

0.85%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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