Compare · 3 funds side by side · dividends reinvested

FFTY, 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

FFTY, 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

CapForce IBD 50 ETFUnsorted0.80%1.62%−16.9%−23.6%+12.7%−9.3%−34.2%35.7%$54M2.8

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: FFTY 2015 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

CapForce IBD 50 ETF · $54M$6,134

FFTY

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

FFTYMeasureSPYM

−16.9%Year to dateJan 1 → Nov 5+8.4%

−23.6%1 yearTotal return+9.8%

+12.7%3 years · per year$10,000 became $14,305 · $18,222+22.1%

−9.3%5 years · per year$10,000 became $6,134 · $17,164+11.4%

0.80%Expense ratio$80 · $2 a year on $10k · lower is better0.02%

1.62%Trailing 12-mo yield$162 · $106 a year on $10k1.06%

−34.2%Worst dropSmaller is better−8.9%

35.7%VolatilityLower is calmer13.6%

FFTYSPYM 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

FFTY vs SPYM: Top 5 Holdings

Today

FFTY

16.2%in top 5

SPYM

in top 527.7%

FFTYStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.7%CDNAnot top 5

not top 5AMZN3.9%

3.0%RNGnot top 5

2.9%CRWDnot top 5

2.7%MPCnot top 5

2.7%HALOnot top 5

not top 5GOOGL2.6%

Held in common1.8%

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

FFTY vs SPYM Returns, Every Period

Capital ForceFFTY

−9.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FFTYSPYMFaded: behind in that period

0–4SPYM wins

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

Unsorted vs Core: FFTY vs IVV

YTD

Capital ForceFFTY

−16.9%

IVViShares

+8.4%

−16.9%Year to date+8.4%

−34.2%Worst drop · 1Y−8.9%

35.7%Volatility · 1Y13.6%

1.6%Yield1.1%

$53.8MAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: FFTY, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FFTY0.80%$80

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

Yields: FFTY, SPYM, IVV

1.62%highest, FFTY

FundTrailing yieldYield$10k

FFTY1.62%$162

IVV1.14%$114

SPYM1.06%$106

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

FFTY$162 − $80 = $82

KeptFee

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

Overlap: FFTY, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FFTYSPYMIVV

FFTY—1.8%1.8%

SPYM1.8%—99.9%

IVV1.8%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

FFTYWorst drop−34.2%35.7% vol

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

Paid More vs Made More

YTD

FFTYSPYM

−16.9%Year to date+8.4%

1.6%Yield1.1%

−23.6%Past year+9.8%

0.80%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