Compare · 3 funds side by side · dividends reinvested

APMU, SPYM and IVV

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

02 / 04

APMU, 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

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

ActivePassive Intermediate Municipal Bond ETFBonds & Cash · Municipal0.35%2.53%+0.8%+1.2%+3.7%[…]−5.0%3.1%$259M2.1

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: APMU 2023 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive Intermediate Municipal Bond ETF · $259M[…]

APMU

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

APMUMeasureSPYM

+0.8%Year to dateJan 1 → Nov 9+11.3%

+1.2%1 yearTotal return+13.6%

+3.7%3 years · per year$10,000 became $11,152 · $18,161+22.0%

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

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

2.53%Trailing 12-mo yield$253 · $103 a year on $10k1.03%

−5.0%Worst dropSmaller is better−8.9%

3.1%VolatilityLower is calmer13.7%

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

3–4SPYM wins

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

More Ways to See the Pairs

APMU vs SPYM: Top 5 Holdings

Today

APMU

3.1%in top 5

SPYM

in top 527.8%

APMUStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.1%MUBnot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

APMU vs SPYM Returns, Every Period

ActivePassiveAPMU

+1.2%

past year

SPYMSPDR

+13.6%

past year

APMUSPYMFaded: behind in that period

0–3SPYM wins

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

Bonds vs Core: APMU vs IVV

YTD

ActivePassiveAPMU

+0.8%

IVViShares

+11.3%

+0.8%Year to date+11.3%

−5.0%Worst drop · 1Y−8.9%

3.1%Volatility · 1Y13.8%

2.5%Yield1.1%

$259MAssets$853B

3–1APMU wins

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

Cost, Income and Risk

Fees: APMU, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

APMU0.35%$35

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

Yields: APMU, SPYM, IVV

2.53%highest, APMU

FundTrailing yieldYield$10k

APMU2.53%$253

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

$218most kept, APMU

APMU$253 − $35 = $218

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: APMU, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

APMUSPYMIVV

APMU—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

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

APMUWorst drop−5.0%3.1% vol

SPYMWorst drop−8.9%13.7% 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

APMUSPYM

+0.8%Year to date+11.3%

2.5%Yield1.0%

+1.2%Past year+13.6%

0.35%Fee0.02%

3–1SPYM 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

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

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