Compare · 3 funds side by side · dividends reinvested

FXED, SPYM and IVV

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

02 / 04

FXED, 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%$182B1.8

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%$850B2.0

Sound Enhanced Fixed Income ETFBonds & Cash · Other bonds0.49%7.43%−1.9%−0.8%+6.6%+1.6%−6.2%8.9%$40M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: FXED 2020 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Sound Enhanced Fixed Income ETF · $40M$10,812

FXED

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

FXEDMeasureSPYM

−1.9%Year to dateJan 1 → Nov 6+8.8%

−0.8%1 yearTotal return+9.8%

+6.6%3 years · per year$10,000 became $12,100 · $18,082+21.8%

+1.6%5 years · per year$10,000 became $10,812 · $17,192+11.4%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

7.43%Trailing 12-mo yield$743 · $105 a year on $10k1.05%

−6.2%Worst dropSmaller is better−8.9%

8.9%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

FXED vs SPYM: Top 5 Holdings

Today

FXED

13.5%in top 5

SPYM

in top 527.8%

FXEDStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.1%GBDCnot top 5

2.8%TSLXnot top 5

not top 5GOOGL2.6%

2.6%74432087not top 5

2.5%89832Q69not top 5

2.5%HTGCnot top 5

Held in common0.3%

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

FXED vs SPYM Returns, Every Period

Sound IncomeFXED

+1.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FXEDSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: FXED vs IVV

YTD

Sound IncomeFXED

−1.9%

IVViShares

+8.7%

−1.9%Year to date+8.7%

−6.2%Worst drop · 1Y−8.9%

8.9%Volatility · 1Y13.6%

7.4%Yield1.1%

$39.9MAssets$850B

3–1FXED wins

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

Cost, Income and Risk

Fees: FXED, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FXED0.49%$49

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

Yields: FXED, SPYM, IVV

7.43%highest, FXED

FundTrailing yieldYield$10k

FXED7.43%$743

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$694most kept, FXED

FXED$743 − $49 = $694

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: FXED, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FXEDSPYMIVV

FXED—0.3%0.3%

SPYM0.3%—99.9%

IVV0.3%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

FXEDWorst drop−6.2%8.9% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

FXEDSPYM

−1.9%Year to date+8.8%

7.4%Yield1.1%

−0.8%Past year+9.8%

0.49%Fee0.02%

3–1SPYM 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