Compare · 3 funds side by side · dividends reinvested

APRZ, SPYM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeAPRZ · 3.13% · $313 a year on $10k

Story of the three · RiskSmallest drop

APRZ, 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B2.1

TrueShares Structured Outcome (April) ETFDefined Outcome · Hedged equity0.79%3.13%+7.2%+7.2%+15.4%+9.6%−8.8%11.8%$34M2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: APRZ 2021 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

TrueShares Structured Outcome (April) ETF · $34M$15,713

APRZ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested

APRZMeasure

More Ways to See the Pairs

APRZ vs SPYM: Top 5 Holdings

Today

APRZ

[…]in top 5

SPYM

in top 526.9%

APRZStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: APRZ, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

APRZ0.79%$79

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: APRZ, SPYM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM

+7.2%Year to dateJan 1 → Nov 12+12.4%

+7.2%1 yearTotal return+12.8%

+15.4%3 years · per year$10,000 became $15,382 · $18,134+21.9%

+9.6%5 years · per year$10,000 became $15,787 · $17,537+11.9%

0.79%Expense ratio$79 · $2 a year on $10k · lower is better0.02%

3.13%Trailing 12-mo yield$313 · $102 a year on $10k1.02%

−8.8%Worst dropSmaller is better−8.9%

11.8%VolatilityLower is calmer13.7%

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

3–5SPYM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

APRZ vs SPYM Returns, Every Period

5Y

TrueSharesAPRZ

+9.6%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

APRZSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: APRZ vs IVV

YTD

TrueSharesAPRZ

+7.2%

IVViShares

+12.3%

+7.2%Year to date+12.3%

−8.8%Worst drop · 1Y−8.9%

11.8%Volatility · 1Y13.7%

3.1%Yield1.1%

$33.8MAssets$883B

3–1APRZ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

3.13%highest, APRZ

FundTrailing yieldYield$10k

APRZ3.13%$313

IVV1.10%$110

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$234most kept, APRZ

APRZ$313 − $79 = $234

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: APRZ, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

APRZSPYMIVV

APRZ—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

APRZWorst drop−8.8%11.8% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

APRZSPYM

+7.2%Year to date+12.4%

3.1%Yield1.0%

+7.2%Past year+12.8%

0.79%Fee0.02%

3–1SPYM wins

End-of-day Nov 12, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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APRZ, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three