Compare · 3 funds side by side · dividends reinvested

ERY, 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

ERY, 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%$182B1.4

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%$850B1.9

Direxion Daily Energy Bear 2X ETFLeveraged · 2x1.04%3.31%−52.4%−55.5%−27.9%−37.1%−65.0%46.4%$55M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: ERY 2008 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Energy Bear 2X ETF · $55M$982

ERY

SPYM

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

$10,000 five years ago, dividends reinvested

ERYMeasureSPYM

−52.4%Year to dateJan 1 → Nov 5+8.4%

−55.5%1 yearTotal return+9.8%

−27.9%3 years · per year$10,000 became $3,750 · $18,222+22.1%

−37.1%5 years · per year$10,000 became $982 · $17,164+11.4%

1.04%Expense ratio$104 · $2 a year on $10k · lower is better0.02%

3.31%Trailing 12-mo yield$331 · $106 a year on $10k1.06%

−65.0%Worst dropSmaller is better−8.9%

46.4%VolatilityLower is calmer13.6%

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

1–7SPYM wins

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

More Ways to See the Pairs

ERY vs SPYM: Top 5 Holdings

Today

ERY

[…]in top 5

SPYM

in top 527.7%

ERYStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

ERY vs SPYM Returns, Every Period

DirexionERY

−37.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

ERYSPYMFaded: behind in that period

0–4SPYM wins

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

Leveraged vs Core: ERY vs IVV

YTD

DirexionERY

−52.4%

IVViShares

+8.4%

−52.4%Year to date+8.4%

−65.0%Worst drop · 1Y−8.9%

46.4%Volatility · 1Y13.6%

3.3%Yield1.1%

$54.9MAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: ERY, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

ERY1.04%$104

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

Yields: ERY, SPYM, IVV

3.31%highest, ERY

FundTrailing yieldYield$10k

ERY3.31%$331

IVV1.14%$114

SPYM1.06%$106

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

Income After Fees on $10,000

$227most kept, ERY

ERY$331 − $104 = $227

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

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

Overlap: ERY, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

ERYSPYMIVV

ERY—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 5, 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

ERYWorst drop−65.0%46.4% vol

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

Paid More vs Made More

YTD

ERYSPYM

−52.4%Year to date+8.4%

3.3%Yield1.1%

−55.5%Past year+9.8%

1.04%Fee0.02%

3–1SPYM 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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026