Compare · 3 funds side by side · dividends reinvested

CSM, 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

CSM, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.8%+9.8%+22.3%+11.0%−9.4%13.2%$521M2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.1

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: CSM 2009 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $521M$16,826

CSM

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 56.1% in common

CSMMeasureSPYM

+6.8%Year to dateJan 1 → Nov 5+8.4%

+9.8%1 yearTotal return+9.8%

+22.3%3 years · per year$10,000 became $18,272 · $18,222+22.1%

+11.0%5 years · per year$10,000 became $16,826 · $17,164+11.4%

0.45%Expense ratio$45 · $2 a year on $10k · lower is better0.02%

1.08%Trailing 12-mo yield$108 · $106 a year on $10k1.06%

−9.4%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.6%

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

3–4SPYM wins

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

More Ways to See the Pairs

CSM vs SPYM: Top 5 Holdings

Today

CSM

19.8%in top 5

SPYM

in top 527.7%

CSMStockSPYM

5.0%AAPL7.7%

4.8%NVDA7.3%

4.0%MSFT6.2%

2.8%AMZN3.9%

3.1%IQMMnot top 5

not top 5GOOGL2.6%

Held in common56.1%

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

CSM vs SPYM Returns, Every Period

ProSharesCSM

+11.0%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

CSMSPYMFaded: behind in that period

1–2SPYM wins

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

Stocks vs Core: CSM vs IVV

YTD

ProSharesCSM

+6.8%

IVViShares

+8.4%

+6.8%Year to date+8.4%

−9.4%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.6%

1.1%Yield1.1%

$521MAssets$887B

2–1IVV wins

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

Cost, Income and Risk

Fees: CSM, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

CSM0.45%$45

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

Yields: CSM, SPYM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

CSM1.08%$108

SPYM1.06%$106

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

CSM$108 − $45 = $63

KeptFee

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

Overlap: CSM, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

CSMSPYMIVV

CSM—56.1%56.1%

SPYM56.1%—99.9%

IVV56.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%CSM, at 13.2% volatility

CSMWorst drop−9.4%13.2% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVSPYM

+8.4%Year to date+8.4%

1.1%Yield1.1%

+9.7%Past year+9.8%

0.03%Fee0.02%

2–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026