Compare · 4 funds side by side · dividends reinvested

FDLS, SPYM, SPY and IVV

FDLSInspire×SPYMSPDR×SPYSPDR×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

FDLS, SPYM, SPY 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.9

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.87%+14.2%+18.7%+20.0%[…]−10.8%17.4%$243M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FDLS 2022 · SPYM 2005 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Fidelis Multi Factor ETF · $243M[…]

FDLS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

FDLSMeasureSPYM

+14.2%Year to dateJan 1 → Nov 9+11.3%

+18.7%1 yearTotal return+13.6%

+20.0%3 years · per year$10,000 became $17,264 · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.66%Expense ratio$66 · $2 a year on $10k · lower is better0.02%

0.87%Trailing 12-mo yield$87 · $103 a year on $10k1.03%

−10.8%Worst dropSmaller is better−8.9%

17.4%VolatilityLower is calmer13.7%

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

2–5SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDLS vs SPYM: Top 5 Holdings

Today

FDLS

6.4%in top 5

SPYM

in top 527.8%

FDLSStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.3%FLYWnot top 5

1.3%CONnot top 5

1.3%PACSnot top 5

1.3%BEKEnot top 5

1.3%ACIWnot top 5

Held in common1.9%

End-of-day Nov 9, 2026 · share of each fund

FDLS vs SPYM Returns, Every Period

InspireFDLS

+18.7%

past year

SPYMSPDR

+13.6%

past year

FDLSSPYMFaded: behind in that period

2–1FDLS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FDLS vs IVV

YTD

InspireFDLS

+14.2%

IVViShares

+11.3%

+14.2%Year to date+11.3%

−10.8%Worst drop · 1Y−8.9%

17.4%Volatility · 1Y13.8%

0.9%Yield1.1%

$243MAssets$875B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, SPYM, SPY, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

FDLS0.66%$66

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDLS, SPYM, SPY, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

SPY1.01%$101

FDLS0.87%$87

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

FDLS$87 − $66 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDLS, SPYM, SPY, IVV

Today

99.9%most shared, SPYM and IVV

FDLSSPYMSPYIVV

FDLS—1.9%1.9%1.9%

SPYM1.9%—99.9%99.9%

SPY1.9%99.9%—99.9%

IVV1.9%99.9%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+18.7%FDLS, at 17.4% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

FDLSWorst drop−10.8%17.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVFDLS

+11.3%Year to date+14.2%

1.1%Yield0.9%

+13.6%Past year+18.7%

0.03%Fee0.66%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026