Compare · 3 funds side by side · dividends reinvested

CTEX, 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

CTEX, 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%$178B1.5

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%$853B1.8

ProShares - S&P Kensho Cleantech ETFUS Stock Styles · Large cap0.58%2.33%−13.4%−4.2%+9.6%−4.5%−41.5%47.4%$5M2.8

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: CTEX 2021 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P Kensho Cleantech ETF · $5M$7,951

CTEX

SPYM

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

$10,000 five years ago, dividends reinvested

CTEXMeasureSPYM

−13.4%Year to dateJan 1 → Nov 6+8.8%

−4.2%1 yearTotal return+9.8%

+9.6%3 years · per year$10,000 became $13,175 · $18,082+21.8%

−4.5%5 years · per year$10,000 became $7,951 · $17,192+11.4%

0.58%Expense ratio$58 · $2 a year on $10k · lower is better0.02%

2.33%Trailing 12-mo yield$233 · $105 a year on $10k1.05%

−41.5%Worst dropSmaller is better−8.9%

47.4%VolatilityLower is calmer13.6%

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

1–7SPYM wins

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

More Ways to See the Pairs

CTEX vs SPYM: Top 5 Holdings

Today

CTEX

[…]in top 5

SPYM

in top 527.8%

CTEXStockSPYM

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

CTEX vs SPYM Returns, Every Period

ProSharesCTEX

−4.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

CTEXSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: CTEX vs IVV

YTD

ProSharesCTEX

−13.4%

IVViShares

+8.7%

−13.4%Year to date+8.7%

−41.5%Worst drop · 1Y−8.9%

47.4%Volatility · 1Y13.6%

2.3%Yield1.1%

$4.5MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: CTEX, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

CTEX0.58%$58

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

Yields: CTEX, SPYM, IVV

2.33%highest, CTEX

FundTrailing yieldYield$10k

CTEX2.33%$233

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$175most kept, CTEX

CTEX$233 − $58 = $175

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: CTEX, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

CTEXSPYMIVV

CTEX—[…][…]

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

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

CTEXWorst drop−41.5%47.4% vol

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

Paid More vs Made More

YTD

CTEXSPYM

−13.4%Year to date+8.8%

2.3%Yield1.1%

−4.2%Past year+9.8%

0.58%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