Compare · 3 funds side by side · dividends reinvested

BSMS, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

BSMS, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.1

Invesco BulletShares 2028 Municipal Bond ETFBonds & Cash · Municipal0.18%2.81%+1.4%+2.5%+4.2%+0.3%−3.0%2.0%$362M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: BSMS 2019 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2028 Municipal Bond ETF · $362M$10,148

BSMS

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested

BSMSMeasureIVV

+1.4%Year to dateJan 1 → Nov 6+8.7%

+2.5%1 yearTotal return+9.8%

+4.2%3 years · per year$10,000 became $11,300 · $18,084+21.8%

+0.3%5 years · per year$10,000 became $10,148 · $17,177+11.4%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

2.81%Trailing 12-mo yield$281 · $114 a year on $10k1.14%

−3.0%Worst dropSmaller is better−8.9%

2.0%VolatilityLower is calmer13.6%

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

3–5IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSMS vs IVV: Top 5 Holdings

Today

BSMS

[…]in top 5

IVV

in top 527.8%

BSMSStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BSMS vs IVV Returns, Every Period

InvescoBSMS

+0.3%

5 years, per year

IVViShares

+11.4%

5 years, per year

BSMSIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Core: BSMS vs IVV

YTD

InvescoBSMS

+1.4%

IVViShares

+8.7%

+1.4%Year to date+8.7%

−3.0%Worst drop · 1Y−8.9%

2.0%Volatility · 1Y13.6%

2.8%Yield1.1%

$362MAssets$850B

3–1BSMS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSMS, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

BSMS0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BSMS, IVV, SPY

2.81%highest, BSMS

FundTrailing yieldYield$10k

BSMS2.81%$281

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$263most kept, BSMS

BSMS$281 − $18 = $263

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BSMS, IVV, SPY

Today

99.9%most shared, IVV and SPY

BSMSIVVSPY

BSMS—[…][…]

IVV[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

BSMSWorst drop−3.0%2.0% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BSMSIVV

+1.4%Year to date+8.7%

2.8%Yield1.1%

+2.5%Past year+9.8%

0.18%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026