Compare · 3 funds side by side · dividends reinvested

SPYM, IJH and IVV

Not found: HAPI

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

02 / 04

SPYM, IJH 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%$182B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

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%$853B2.1

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: SPYM 2005 · IJH 2000 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SPYM

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

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

SPYMMeasureIJH

+8.8%Year to dateJan 1 → Nov 6+9.5%

+9.8%1 yearTotal return+12.9%

+21.8%3 years · per year$10,000 became $18,082 · $15,806+16.5%

+11.4%5 years · per year$10,000 became $17,192 · $13,830+6.7%

0.02%Expense ratio$2 · $5 a year on $10k · lower is better0.05%

1.05%Trailing 12-mo yield$105 · $125 a year on $10k1.25%

−8.9%Worst dropSmaller is better−8.8%

13.6%VolatilityLower is calmer15.5%

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

4–4Level

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

More Ways to See the Pairs

SPYM vs IJH: Top 5 Holdings

Today

SPYM

27.8%in top 5

IJH

in top 53.5%

SPYMStockIJH

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common0.0%

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

SPYM vs IJH Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

IJHiShares

+6.7%

5 years, per year

SPYMIJHFaded: behind in that period

2–2Level

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

Core vs Stocks: SPYM vs IJH

YTD

SPDRSPYM

+8.8%

IJHiShares

+9.5%

+8.8%Year to date+9.5%

−8.9%Worst drop · 1Y−8.8%

13.6%Volatility · 1Y15.5%

1.1%Yield1.3%

$182BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: SPYM, IJH, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

IJH0.05%$5

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

Yields: SPYM, IJH, IVV

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SPYM, IJH, IVV

Today

99.9%most shared, SPYM and IVV

SPYMIJHIVV

SPYM—0.0%99.9%

IJH0.0%—0.0%

IVV99.9%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

IJHSPYM

+9.5%Year to date+8.8%

1.3%Yield1.1%

+12.9%Past year+9.8%

0.05%Fee0.02%

3–1IJH 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$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