Compare · 3 funds side by side · dividends reinvested

IBMT, IVV and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeIBMT · 2.41% · $241 a year on $10k

Story of the three · RiskSmallest drop

IBMT, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.6

iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.41%+0.3%+0.8%[…][…]−5.9%3.2%$218M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: IBMT 2025 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETF · $218M[…]

IBMT

IVV

iShares Core S&P 500 ETF · $883B$17,530

$10,000 five years ago, dividends reinvested

IBMTMeasure

More Ways to See the Pairs

IBMT vs IVV: Top 5 Holdings

Today

IBMT

[…]in top 5

IVV

in top 526.9%

IBMTStockIVV

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: IBMT, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

IBMT0.10%$10

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IBMT, IVV, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

IVV

+0.3%Year to dateJan 1 → Nov 11+12.3%

+0.8%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $18,122+21.9%

[…]5 years · per year$10,000 became […] · $17,530+11.9%

0.10%Expense ratio$10 · $3 a year on $10k · lower is better0.03%

2.41%Trailing 12-mo yield$241 · $110 a year on $10k1.10%

−5.9%Worst dropSmaller is better−8.9%

3.2%VolatilityLower is calmer13.7%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

IBMT vs IVV Returns, Every Period

1Y

iSharesIBMT

+0.8%

past year

IVViShares

+12.7%

past year

IBMTIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Core: IBMT vs IVV

YTD

iSharesIBMT

+0.3%

IVViShares

+12.3%

+0.3%Year to date+12.3%

−5.9%Worst drop · 1Y−8.9%

3.2%Volatility · 1Y13.7%

2.4%Yield1.1%

$218MAssets$883B

3–1IBMT wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.41%highest, IBMT

FundTrailing yieldYield$10k

IBMT2.41%$241

IVV1.10%$110

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$231most kept, IBMT

IBMT$241 − $10 = $231

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IBMT, IVV, SPY

Today

99.9%most shared, IVV and SPY

IBMTIVVSPY

IBMT—[…][…]

IVV[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.7%IVV, at 13.7% volatility

IBMTWorst drop−5.9%3.2% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IBMTIVV

+0.3%Year to date+12.3%

2.4%Yield1.1%

+0.8%Past year+12.7%

0.10%Fee0.03%

3–1IVV wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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IBMT, IVV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three