Compare · 3 funds side by side · dividends reinvested

GTO, 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

GTO, 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%$178B1.8

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%$853B2.0

Invesco Total Return Bond ETFBonds & Cash · Core aggregate0.35%4.92%−0.2%+0.6%+5.8%−0.2%−4.5%3.7%$2.6B2.3

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: GTO 2016 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Total Return Bond ETF · $2.6B$9,896

GTO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

GTOMeasureSPYM

−0.2%Year to dateJan 1 → Nov 6+8.8%

+0.6%1 yearTotal return+9.8%

+5.8%3 years · per year$10,000 became $11,847 · $18,082+21.8%

−0.2%5 years · per year$10,000 became $9,896 · $17,192+11.4%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

4.92%Trailing 12-mo yield$492 · $105 a year on $10k1.05%

−4.5%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer13.6%

GTOSPYM 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

GTO vs SPYM: Top 5 Holdings

Today

GTO

3.2%in top 5

SPYM

in top 527.8%

GTOStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.0%AGPXXnot top 5

0.6%ISDBnot top 5

0.3%GTOCnot top 5

0.1%GTOQnot top 5

0.1%METAMnot top 5

Held in common0.0%

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

GTO vs SPYM Returns, Every Period

InvescoGTO

−0.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

GTOSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: GTO vs IVV

YTD

InvescoGTO

−0.2%

IVViShares

+8.7%

−0.2%Year to date+8.7%

−4.5%Worst drop · 1Y−8.9%

3.7%Volatility · 1Y13.6%

4.9%Yield1.1%

$2.6BAssets$853B

3–1GTO wins

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

Cost, Income and Risk

Fees: GTO, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

GTO0.35%$35

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

Yields: GTO, SPYM, IVV

4.92%highest, GTO

FundTrailing yieldYield$10k

GTO4.92%$492

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$457most kept, GTO

GTO$492 − $35 = $457

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: GTO, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

GTOSPYMIVV

GTO—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%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

GTOWorst drop−4.5%3.7% 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

GTOSPYM

−0.2%Year to date+8.8%

4.9%Yield1.1%

+0.6%Past year+9.8%

0.35%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%

$178BAssets$778B

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$853B

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