Compare · 3 funds side by side · dividends reinvested

CTIF, SPYM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,277SPYM · best of the three

Story of the three · IncomeMost incomeCTIF · 4.68% · $468 a year on $10k

Story of the three · RiskSmallest drop

CTIF, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

EA Series Trust - Castellan Targeted Income ETFIncome · Covered calls0.45%4.68%+13.1%+12.9%[…][…]−9.5%13.5%$201M1.7

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.6%+21.5%+11.6%−8.9%13.7%$186B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: CTIF 2025 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

EA Series Trust - Castellan Targeted Income ETF · $201M[…]

CTIF

IVV

iShares Core S&P 500 ETF · $875B$17,265

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

CTIF

More Ways to See the Pairs

CTIF vs IVV: Top 5 Holdings

Today

CTIF

28.2%in top 5

IVV

in top 526.8%

CTIFStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

6.0%GWWnot top 5

5.3%MSFT5.9%

5.8%ACN

Cost, Income and Risk

Fees: CTIF, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

CTIF0.45%$45

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CTIF, SPYM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

IVV

+13.1%Year to dateJan 1 → Nov 13+11.5%

+12.9%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $17,931+21.5%

[…]5 years · per year$10,000 became […] · $17,265+11.5%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

4.68%Trailing 12-mo yield$468 · $111 a year on $10k1.11%

−9.5%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.8%

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

4–2CTIF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

5.6%PHnot top 5

5.5%ADPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common10.6%

End-of-day Nov 13, 2026 · share of each fund

CTIF vs IVV Returns, Every Period

1Y

CastellanCTIF

+12.9%

past year

IVViShares

+11.6%

past year

CTIFIVVFaded: behind in that period

2–0CTIF wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Core: CTIF vs IVV

YTD

CastellanCTIF

+13.1%

IVViShares

+11.5%

+13.1%Year to date+11.5%

−9.5%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.8%

4.7%Yield1.1%

$201MAssets$875B

3–1CTIF wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

4.68%highest, CTIF

FundTrailing yieldYield$10k

CTIF4.68%$468

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$423most kept, CTIF

CTIF$468 − $45 = $423

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CTIF, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

CTIFSPYMIVV

CTIF—10.6%10.6%

SPYM10.6%—99.9%

IVV10.6%99.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.9%CTIF, at 13.5% volatility

CTIFWorst drop−9.5%13.5% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

CTIFSPYM

+13.1%Year to date+11.5%

4.7%Yield1.0%

+12.9%Past year+11.6%

0.45%Fee0.02%

3–1CTIF wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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CTIF, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three