Compare · 3 funds side by side · dividends reinvested

FWD, SPYM and IVV

FWDAlliance Bernstein×SPYMSPDR×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

FWD, 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%$182B1.5

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%$850B1.8

Alliance Bernstein - AB Disruptors ETFUnsorted0.65%0.10%+6.0%+3.0%+29.9%[…]−27.3%31.0%$3.1B2.7

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: FWD 2023 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Alliance Bernstein - AB Disruptors ETF · $3.1B[…]

FWD

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 29.3% in common

FWDMeasureSPYM

+6.0%Year to dateJan 1 → Nov 6+8.8%

+3.0%1 yearTotal return+9.8%

+29.9%3 years · per year$10,000 became $21,926 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

0.10%Trailing 12-mo yield$10 · $105 a year on $10k1.05%

−27.3%Worst dropSmaller is better−8.9%

31.0%VolatilityLower is calmer13.6%

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

1–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FWD vs SPYM: Top 5 Holdings

Today

FWD

14.6%in top 5

SPYM

in top 527.8%

FWDStockSPYM

not top 5AAPL7.9%

3.6%NVDA6.9%

3.6%MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.5%METAnot top 5

2.4%AVGOnot top 5

2.4%LLYnot top 5

Held in common29.3%

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

FWD vs SPYM Returns, Every Period

Alliance BernsteinFWD

+3.0%

past year

SPYMSPDR

+9.8%

past year

FWDSPYMFaded: behind in that period

1–2SPYM wins

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

Unsorted vs Core: FWD vs IVV

YTD

Alliance BernsteinFWD

+6.0%

IVViShares

+8.7%

+6.0%Year to date+8.7%

−27.3%Worst drop · 1Y−8.9%

31.0%Volatility · 1Y13.6%

0.1%Yield1.1%

$3.1BAssets$850B

4–0IVV wins

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

Cost, Income and Risk

Fees: FWD, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FWD0.65%$65

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

Yields: FWD, SPYM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.05%$105

FWD0.10%$10

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

FWD$10 − $65 = −$55

KeptFee

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

Overlap: FWD, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FWDSPYMIVV

FWD—29.3%29.3%

SPYM29.3%—99.9%

IVV29.3%99.9%—

End-of-day Nov 6, 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

FWDWorst drop−27.3%31.0% vol

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

Paid More vs Made More

YTD

IVVSPYM

+8.7%Year to date+8.8%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.02%

2–0SPYM wins

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