Compare · 3 funds side by side · dividends reinvested

IBTH, 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

IBTH, 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%$853B2.0

iShares iBonds Dec 2027 Term Treasury ETFBonds & Cash · Treasuries0.07%3.73%+2.4%+3.3%+4.8%+1.0%−0.4%0.8%$2.4B2.3

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: IBTH 2020 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2027 Term Treasury ETF · $2.4B$10,494

IBTH

SPYM

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

$10,000 five years ago, dividends reinvested

IBTHMeasureSPYM

+2.4%Year to dateJan 1 → Nov 6+8.8%

+3.3%1 yearTotal return+9.8%

+4.8%3 years · per year$10,000 became $11,517 · $18,082+21.8%

+1.0%5 years · per year$10,000 became $10,494 · $17,192+11.4%

0.07%Expense ratio$7 · $2 a year on $10k · lower is better0.02%

3.73%Trailing 12-mo yield$373 · $105 a year on $10k1.05%

−0.4%Worst dropSmaller is better−8.9%

0.8%VolatilityLower is calmer13.6%

IBTHSPYM 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

IBTH vs SPYM: Top 5 Holdings

Today

IBTH

[…]in top 5

SPYM

in top 527.8%

IBTHStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

IBTH vs SPYM Returns, Every Period

iSharesIBTH

+1.0%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IBTHSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: IBTH vs IVV

YTD

iSharesIBTH

+2.4%

IVViShares

+8.7%

+2.4%Year to date+8.7%

−0.4%Worst drop · 1Y−8.9%

0.8%Volatility · 1Y13.6%

3.7%Yield1.1%

$2.4BAssets$853B

3–1IBTH wins

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

Cost, Income and Risk

Fees: IBTH, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

IBTH0.07%$7

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

Yields: IBTH, SPYM, IVV

3.73%highest, IBTH

FundTrailing yieldYield$10k

IBTH3.73%$373

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$366most kept, IBTH

IBTH$373 − $7 = $366

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: IBTH, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

IBTHSPYMIVV

IBTH—[…][…]

SPYM[…]—99.9%

IVV[…]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

IBTHWorst drop−0.4%0.8% 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

IBTHSPYM

+2.4%Year to date+8.8%

3.7%Yield1.1%

+3.3%Past year+9.8%

0.07%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$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