Compare · 3 funds side by side · dividends reinvested

AQLT, 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 incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

AQLT, 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%$183B1.5

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%$883B2.0

iShares MSCI Global Quality Factor ETFInternational · Global0.22%0.98%+13.5%+15.6%[…][…]−10.7%15.7%$342M2.3

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: AQLT 2024 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI Global Quality Factor ETF · $342M[…]

AQLT

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 46.1% in common

AQLT

More Ways to See the Pairs

AQLT vs SPYM: Top 5 Holdings

Today

AQLT

25.2%in top 5

SPYM

in top 526.9%

AQLTStockSPYM

5.7%AAPL7.8%

not top 5NVDA6.3%

6.2%MSFT6.1%

4.8%2330.TWnot top 5

4.6%META

Cost, Income and Risk

Fees: AQLT, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

AQLT0.22%$22

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

Yields: AQLT, 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%

Measure

SPYM

+13.5%Year to dateJan 1 → Nov 12+12.4%

+15.6%1 yearTotal return+12.8%

[…]3 years · per year$10,000 became […] · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

0.22%Expense ratio$22 · $2 a year on $10k · lower is better0.02%

0.98%Trailing 12-mo yield$98 · $102 a year on $10k1.02%

−10.7%Worst dropSmaller is better−8.9%

15.7%VolatilityLower is calmer13.7%

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

2–4SPYM wins

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

not top 5

not top 5AMZN4.1%

3.9%AVGOnot top 5

not top 5GOOGL2.6%

Held in common46.1%

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

AQLT vs SPYM Returns, Every Period

1Y

iSharesAQLT

+15.6%

past year

SPYMSPDR

+12.8%

past year

AQLTSPYMFaded: behind in that period

2–0AQLT wins

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

International vs Core: AQLT vs IVV

YTD

iSharesAQLT

+13.5%

IVViShares

+12.3%

+13.5%Year to date+12.3%

−10.7%Worst drop · 1Y−8.9%

15.7%Volatility · 1Y13.7%

1.0%Yield1.1%

$342MAssets$883B

3–1IVV wins

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

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

SPYM1.02%$102

AQLT0.98%$98

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

AQLT$98 − $22 = $76

KeptFee

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

Overlap: AQLT, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

AQLTSPYMIVV

AQLT—46.1%46.1%

SPYM46.1%—99.9%

IVV46.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+15.6%AQLT, at 15.7% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

AQLTWorst drop−10.7%15.7% vol

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

Paid More vs Made More

YTD

IVVAQLT

+12.3%Year to date+13.5%

1.1%Yield1.0%

+12.7%Past year+15.6%

0.03%Fee0.22%

2–2level

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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AQLT, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three