Compare · 3 funds side by side · dividends reinvested

CWI, 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

CWI, 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%$182B1.6

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%$853B1.9

State Street SPDR MSCI ACWI ex-US ETFInternational · Ex-US broad0.30%2.84%+8.3%+11.9%+19.8%+8.4%−11.5%17.9%$2.9B2.5

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: CWI 2007 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR MSCI ACWI ex-US ETF · $2.9B$14,934

CWI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CWIMeasureSPYM

+8.3%Year to dateJan 1 → Nov 6+8.8%

+11.9%1 yearTotal return+9.8%

+19.8%3 years · per year$10,000 became $17,182 · $18,082+21.8%

+8.4%5 years · per year$10,000 became $14,934 · $17,192+11.4%

0.30%Expense ratio$30 · $2 a year on $10k · lower is better0.02%

2.84%Trailing 12-mo yield$284 · $105 a year on $10k1.05%

−11.5%Worst dropSmaller is better−8.9%

17.9%VolatilityLower is calmer13.6%

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

2–6SPYM wins

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

More Ways to See the Pairs

CWI vs SPYM: Top 5 Holdings

Today

CWI

9.5%in top 5

SPYM

in top 527.8%

CWIStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.0%2330.TWnot top 5

not top 5GOOGL2.6%

2.0%SMSNnot top 5

1.6%ASML.ASnot top 5

1.5%TSMnot top 5

1.4%000660.Knot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CWI vs SPYM Returns, Every Period

SPDRCWI

+8.4%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

CWISPYMFaded: behind in that period

1–3SPYM wins

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

International vs Core: CWI vs IVV

YTD

SPDRCWI

+8.3%

IVViShares

+8.7%

+8.3%Year to date+8.7%

−11.5%Worst drop · 1Y−8.9%

17.9%Volatility · 1Y13.6%

2.8%Yield1.1%

$2.9BAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: CWI, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

CWI0.30%$30

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

Yields: CWI, SPYM, IVV

2.84%highest, CWI

FundTrailing yieldYield$10k

CWI2.84%$284

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$254most kept, CWI

CWI$284 − $30 = $254

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: CWI, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

CWISPYMIVV

CWI—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.9%CWI, at 17.9% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

CWIWorst drop−11.5%17.9% vol

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

Paid More vs Made More

YTD

CWISPYM

+8.3%Year to date+8.8%

2.8%Yield1.1%

+11.9%Past year+9.8%

0.30%Fee0.02%

2–2level

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%

$182BAssets$819B

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