Compare · 3 funds side by side · dividends reinvested

BBC, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

BBC, 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B2.0

Virtus Biotech Clinical Trials ETFSectors · Health care0.65%1.50%+13.1%+43.3%+37.4%+0.6%−30.2%37.6%$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 5, 2026 · returns include dividends · since: BBC 2014 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Biotech Clinical Trials ETF · $34M$9,380

BBC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

BBCMeasureSPYM

+13.1%Year to dateJan 1 → Nov 5+13.4%

+43.3%1 yearTotal return+13.5%

+37.4%3 years · per year$10,000 became $25,933 · $19,186+24.3%

+0.6%5 years · per year$10,000 became $10,290 · $18,126+12.6%

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

1.50%Trailing 12-mo yield$150 · $101 a year on $10k1.01%

−30.2%Worst dropSmaller is better−8.9%

37.6%VolatilityLower is calmer12.8%

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

3–5SPYM wins

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

More Ways to See the Pairs

BBC vs SPYM: Top 5 Holdings

Today

BBC

10.1%in top 5

SPYM

in top 527.7%

BBCStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.2%KODnot top 5

2.2%XNCRnot top 5

2.1%TRAXnot top 5

1.8%ABCLnot top 5

1.8%REPLnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BBC vs SPYM Returns, Every Period

VirtusBBC

+0.6%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

BBCSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Core: BBC vs IVV

YTD

VirtusBBC

+13.1%

IVViShares

+13.4%

+13.1%Year to date+13.4%

−30.2%Worst drop · 1Y−8.9%

37.6%Volatility · 1Y12.9%

1.5%Yield1.1%

$34.3MAssets$887B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBC, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

BBC0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BBC, SPYM, IVV

1.50%highest, BBC

FundTrailing yieldYield$10k

BBC1.50%$150

IVV1.09%$109

SPYM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

BBC$150 − $65 = $85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BBC, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

BBCSPYMIVV

BBC—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+43.3%BBC, at 37.6% volatility

SPYMWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

BBCWorst drop−30.2%37.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BBCSPYM

+13.1%Year to date+13.4%

1.5%Yield1.0%

+43.3%Past year+13.5%

0.65%Fee0.02%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026