Compare · 4 funds side by side · dividends reinvested

FSMB, IVV, SPYM and VOO

FSMBFirst Trust×IVViShares×SPYMSPDR×VOOVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,408SPYM · best of the four

Story of the four · IncomeMost incomeFSMB · 3.21% · $321 a year on $10k

Story of the four · RiskSmallest drop

FSMB, IVV, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B2.0

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B2.1

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.4%+1.8%+3.6%+1.5%−2.4%1.8%$672M2.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.9%+12.1%+21.7%+11.7%−8.9%13.7%$1.00T2.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: FSMB 2018 · IVV 2000 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,398

IVV

More Ways to See the Pairs

IVV vs FSMB: Top 5 Holdings

Today

IVV

26.8%in top 5

FSMB

in top 5[…]

IVVStockFSMB

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: FSMB, IVV, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

VOO0.03%$3

FSMB0.34%$34

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

FSMB

First Trust Short Duration Managed Municipal ETF · $672M$10,796

$10,000 five years ago, dividends reinvested

IVVMeasureFSMB

+12.0%Year to dateJan 1 → Nov 12+1.4%

+12.2%1 yearTotal return+1.8%

+21.7%3 years · per year$10,000 became $18,019 · $11,105+3.6%

+11.7%5 years · per year$10,000 became $17,398 · $10,796+1.5%

0.03%Expense ratio$3 · $34 a year on $10k · lower is better0.34%

1.10%Trailing 12-mo yield$110 · $321 a year on $10k3.21%

−8.9%Worst dropSmaller is better−2.4%

13.7%VolatilityLower is calmer1.8%

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

5–3IVV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

IVV vs FSMB Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

FSMBFirst Trust

+1.5%

5 years, per year

IVVFSMBFaded: behind in that period

4–0IVV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs FSMB

YTD

iSharesIVV

+12.0%

FSMBFirst Trust

+1.4%

+12.0%Year to date+1.4%

−8.9%Worst drop · 1Y−2.4%

13.7%Volatility · 1Y1.8%

1.1%Yield3.2%

$883BAssets$672M

3–1FSMB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: FSMB, IVV, SPYM, VOO

1Y

3.21%highest, FSMB

FundTrailing yieldYield$10k

FSMB3.21%$321

IVV1.10%$110

VOO1.07%$107

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$287most kept, FSMB

FSMB$321 − $34 = $287

IVV$110 − $3 = $107

VOO$107 − $3 = $104

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FSMB, IVV, SPYM, VOO

Today

99.9%most shared, IVV and SPYM

FSMBIVVSPYMVOO

FSMB—[…][…][…]

IVV[…]—99.9%93.3%

SPYM[…]99.9%—93.3%

VOO[…]93.3%93.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+12.2%IVV, at 13.7% volatility

FSMBWorst drop−2.4%1.8% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FSMBIVV

+1.4%Year to date+12.0%

3.2%Yield1.1%

+1.8%Past year+12.2%

0.34%Fee0.03%

3–1IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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FSMB, IVV, SPYM and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four