Compare · 4 funds side by side · dividends reinvested

AFSC, SPYM, VOO and IVV

AFSCAberdeen×SPYMSPDR×VOOVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

AFSC, SPYM, VOO 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.9

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%$853B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.8

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.06%+19.7%+24.6%[…][…]−11.4%19.0%$9M3.0

Rank among the four1st → 4thFee, 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: AFSC 1997 · SPYM 2005 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

abrdn Focused U.S. Small Cap Active ETF · $9M[…]

AFSC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

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

AFSCMeasureSPYM

+19.7%Year to dateJan 1 → Nov 9+11.3%

+24.6%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

1.09%Expense ratio$109 · $2 a year on $10k · lower is better0.02%

0.06%Trailing 12-mo yield$6 · $103 a year on $10k1.03%

−11.4%Worst dropSmaller is better−8.9%

19.0%VolatilityLower is calmer13.7%

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

2–4SPYM wins

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

More Ways to See the Pairs

AFSC vs SPYM: Top 5 Holdings

Today

AFSC

15.6%in top 5

SPYM

in top 527.8%

AFSCStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.5%AHRnot top 5

3.2%QTWOnot top 5

3.2%MMSInot top 5

2.9%KWRnot top 5

2.8%SBCFnot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

AFSC vs SPYM Returns, Every Period

AberdeenAFSC

+24.6%

past year

SPYMSPDR

+13.6%

past year

AFSCSPYMFaded: behind in that period

2–0AFSC wins

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

Stocks vs Core: AFSC vs IVV

YTD

AberdeenAFSC

+19.7%

IVViShares

+11.3%

+19.7%Year to date+11.3%

−11.4%Worst drop · 1Y−8.9%

19.0%Volatility · 1Y13.8%

0.1%Yield1.1%

$9.3MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: AFSC, SPYM, VOO, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IVV0.03%$3

AFSC1.09%$109

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

Yields: AFSC, SPYM, VOO, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.07%$107

SPYM1.03%$103

AFSC0.06%$6

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

AFSC$6 − $109 = −$103

KeptFee

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

Overlap: AFSC, SPYM, VOO, IVV

Today

99.9%most shared, SPYM and IVV

AFSCSPYMVOOIVV

AFSC—0.0%0.0%0.0%

SPYM0.0%—92.7%99.9%

VOO0.0%92.7%—92.7%

IVV0.0%99.9%92.7%—

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

Return vs Bumpiness: 4 ETFs

+24.6%AFSC, at 19.0% volatility

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

AFSCWorst drop−11.4%19.0% vol

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

Paid More vs Made More

YTD

IVVAFSC

+11.3%Year to date+19.7%

1.1%Yield0.1%

+13.6%Past year+24.6%

0.03%Fee1.09%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026