Compare · 3 funds side by side · dividends reinvested

FMB, IVV and SPYM

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,277SPYM · best of the three

Story of the three · IncomeMost incomeFMB · 3.76% · $376 a year on $10k

Story of the three · RiskSmallest drop

FMB, IVV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.9

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.6%+21.5%+11.6%−8.9%13.7%$186B1.9

First Trust Managed Municipal ETFBonds & Cash · Municipal0.39%3.76%−0.2%+0.1%+3.7%+0.3%−6.8%3.6%$1.9B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: FMB 2014 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Managed Municipal ETF · $1.9B$10,171

FMB

IVV

iShares Core S&P 500 ETF · $875B$17,265

$10,000 five years ago, dividends reinvested

FMBMeasureIVV

More Ways to See the Pairs

FMB vs IVV: Top 5 Holdings

Today

FMB

[…]in top 5

IVV

in top 526.8%

FMBStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: FMB, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FMB0.39%$39

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FMB, IVV, SPYM

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

−0.2%Year to dateJan 1 → Nov 13+11.5%

+0.1%1 yearTotal return+11.6%

+3.7%3 years · per year$10,000 became $11,139 · $17,931+21.5%

+0.3%5 years · per year$10,000 became $10,171 · $17,265+11.5%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

3.76%Trailing 12-mo yield$376 · $111 a year on $10k1.11%

−6.8%Worst dropSmaller is better−8.9%

3.6%VolatilityLower is calmer13.8%

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

3–5IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

FMB vs IVV Returns, Every Period

5Y

First TrustFMB

+0.3%

5 years, per year

IVViShares

+11.5%

5 years, per year

FMBIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Core: FMB vs IVV

YTD

First TrustFMB

−0.2%

IVViShares

+11.5%

−0.2%Year to date+11.5%

−6.8%Worst drop · 1Y−8.9%

3.6%Volatility · 1Y13.8%

3.8%Yield1.1%

$1.9BAssets$875B

3–1FMB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

3.76%highest, FMB

FundTrailing yieldYield$10k

FMB3.76%$376

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$337most kept, FMB

FMB$376 − $39 = $337

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FMB, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

FMBIVVSPYM

FMB—[…][…]

IVV[…]—99.9%

SPYM[…]99.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.6%IVV, at 13.8% volatility

FMBWorst drop−6.8%3.6% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FMBSPYM

−0.2%Year to date+11.5%

3.8%Yield1.0%

+0.1%Past year+11.6%

0.39%Fee0.02%

3–1SPYM wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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FMB, IVV and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three