Compare · 3 funds side by side · dividends reinvested

CEPI, SPYM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,408SPYM · best of the three

Story of the three · IncomeMost incomeCEPI · 53.18% · $5,318 a year on $10k

Story of the three · RiskSmallest drop

CEPI, 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%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.8

REX Crypto Equity Premium Income ETFThematic Income · A basket0.85%53.18%+13.2%+6.4%[…][…]−17.1%31.1%$112M2.3

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: CEPI 2024 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

REX Crypto Equity Premium Income ETF · $112M[…]

CEPI

IVV

iShares Core S&P 500 ETF · $883B$17,398

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

CEPIMeasure

More Ways to See the Pairs

CEPI vs IVV: Top 5 Holdings

Today

CEPI

31.9%in top 5

IVV

in top 526.8%

CEPIStockIVV

not top 5AAPL7.9%

7.0%MAnot top 5

7.0%Vnot top 5

not top 5NVDA6.4%

6.4%PYPLnot top 5

Cost, Income and Risk

Fees: CEPI, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

CEPI0.85%$85

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

Yields: CEPI, SPYM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

IVV

+13.2%Year to dateJan 1 → Nov 12+12.0%

+6.4%1 yearTotal return+12.2%

[…]3 years · per year$10,000 became […] · $18,019+21.7%

[…]5 years · per year$10,000 became […] · $17,398+11.7%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

53.18%Trailing 12-mo yield$5,318 · $110 a year on $10k1.10%

−17.1%Worst dropSmaller is better−8.9%

31.1%VolatilityLower is calmer13.7%

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

2–4IVV wins

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

6.2%TSLAnot top 5

not top 5MSFT5.9%

5.3%NUnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common11.0%

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

CEPI vs IVV Returns, Every Period

1Y

RexsharesCEPI

+6.4%

past year

IVViShares

+12.2%

past year

CEPIIVVFaded: behind in that period

1–1Level

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

Income vs Core: CEPI vs IVV

YTD

RexsharesCEPI

+13.2%

IVViShares

+12.0%

+13.2%Year to date+12.0%

−17.1%Worst drop · 1Y−8.9%

31.1%Volatility · 1Y13.7%

53.2%Yield1.1%

$112MAssets$883B

2–2level

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

1Y

53.18%highest, CEPI

FundTrailing yieldYield$10k

CEPI53.18%$5,318

IVV1.10%$110

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$5,233most kept, CEPI

CEPI$5,318 − $85 = $5,233

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

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

Overlap: CEPI, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

CEPISPYMIVV

CEPI—11.0%11.0%

SPYM11.0%—99.9%

IVV11.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.2%IVV, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

CEPIWorst drop−17.1%31.1% vol

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

Paid More vs Made More

YTD

CEPIIVV

+13.2%Year to date+12.0%

53.2%Yield1.1%

+6.4%Past year+12.2%

0.85%Fee0.03%

2–2level

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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CEPI, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three