Compare · 3 funds side by side · dividends reinvested

BSMS, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

BSMS, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.8

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%$853B2.0

Invesco BulletShares 2028 Municipal Bond ETFBonds & Cash · Municipal0.18%2.81%+1.4%+2.5%+4.2%+0.3%−3.0%2.0%$363M2.3

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 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2028 Municipal Bond ETF · $363M$10,148

BSMS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested

BSMSMeasureSPYM

+1.4%Year to dateJan 1 → Nov 6+8.8%

+2.5%1 yearTotal return+9.8%

+4.2%3 years · per year$10,000 became $11,300 · $18,082+21.8%

+0.3%5 years · per year$10,000 became $10,148 · $17,192+11.4%

0.18%Expense ratio$18 · $2 a year on $10k · lower is better0.02%

2.81%Trailing 12-mo yield$281 · $105 a year on $10k1.05%

−3.0%Worst dropSmaller is better−8.9%

2.0%VolatilityLower is calmer13.6%

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

3–5SPYM 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 SPYM: Top 5 Holdings

Today

BSMS

[…]in top 5

SPYM

in top 527.8%

BSMSStockSPYM

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 SPYM Returns, Every Period

InvescoBSMS

+0.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

BSMSSPYMFaded: behind in that period

0–4SPYM 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%

$363MAssets$853B

3–1BSMS wins

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

Cost, Income and Risk

Fees: BSMS, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

BSMS0.18%$18

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

Yields: BSMS, SPYM, IVV

2.81%highest, BSMS

FundTrailing yieldYield$10k

BSMS2.81%$281

IVV1.14%$114

SPYM1.05%$105

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

SPYM$105 − $2 = $103

KeptFee

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

Overlap: BSMS, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

BSMSSPYMIVV

BSMS—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

BSMSWorst drop−3.0%2.0% vol

SPYMWorst 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

BSMSSPYM

+1.4%Year to date+8.8%

2.8%Yield1.1%

+2.5%Past year+9.8%

0.18%Fee0.02%

3–1SPYM 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%

$178BAssets$778B

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$853B

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