Compare · 3 funds side by side · dividends reinvested

ESML, 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

ESML, 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%$850B1.9

iShares ESG Aware MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.17%0.96%+15.5%+18.0%+19.9%+6.6%−9.0%16.7%$2.7B2.5

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: ESML 2018 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7B$13,768

ESML

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

ESMLMeasureSPYM

+15.5%Year to dateJan 1 → Nov 6+8.8%

+18.0%1 yearTotal return+9.8%

+19.9%3 years · per year$10,000 became $17,255 · $18,082+21.8%

+6.6%5 years · per year$10,000 became $13,768 · $17,192+11.4%

0.17%Expense ratio$17 · $2 a year on $10k · lower is better0.02%

0.96%Trailing 12-mo yield$96 · $105 a year on $10k1.05%

−9.0%Worst dropSmaller is better−8.9%

16.7%VolatilityLower is calmer13.6%

ESMLSPYM 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

ESML vs SPYM: Top 5 Holdings

Today

ESML

3.5%in top 5

SPYM

in top 527.8%

ESMLStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.3%MRNAnot top 5

0.7%AIZnot top 5

0.6%USFDnot top 5

0.4%OVVnot top 5

0.4%OGSnot top 5

Held in common1.1%

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

ESML vs SPYM Returns, Every Period

iSharesESML

+6.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

ESMLSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: ESML vs IVV

YTD

iSharesESML

+15.5%

IVViShares

+8.7%

+15.5%Year to date+8.7%

−9.0%Worst drop · 1Y−8.9%

16.7%Volatility · 1Y13.6%

1.0%Yield1.1%

$2.7BAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: ESML, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

ESML0.17%$17

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

Yields: ESML, SPYM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.05%$105

ESML0.96%$96

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

ESML$96 − $17 = $79

KeptFee

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

Overlap: ESML, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

ESMLSPYMIVV

ESML—1.1%1.1%

SPYM1.1%—99.9%

IVV1.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+18.0%ESML, at 16.7% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

ESMLWorst drop−9.0%16.7% vol

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

Paid More vs Made More

YTD

IVVESML

+8.7%Year to date+15.5%

1.1%Yield1.0%

+9.8%Past year+18.0%

0.03%Fee0.17%

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$850B

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