Compare · 3 funds side by side · dividends reinvested

IDEQ, 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

IDEQ, 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%$178B1.6

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%$853B1.9

Lazard International Dynamic Equity ETFInternational · Ex-US broad0.40%1.43%+8.3%+14.1%[…][…]−12.9%19.6%$2.1B2.3

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: IDEQ 2015 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Lazard International Dynamic Equity ETF · $2.1B[…]

IDEQ

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

IDEQMeasureSPYM

+8.3%Year to dateJan 1 → Nov 6+8.8%

+14.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

1.43%Trailing 12-mo yield$143 · $105 a year on $10k1.05%

−12.9%Worst dropSmaller is better−8.9%

19.6%VolatilityLower is calmer13.6%

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

2–4SPYM wins

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

More Ways to See the Pairs

IDEQ vs SPYM: Top 5 Holdings

Today

IDEQ

14.6%in top 5

SPYM

in top 527.8%

IDEQStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.1%2330.TWnot top 5

not top 5AMZN4.0%

2.7%005930.Knot top 5

not top 5GOOGL2.6%

2.4%ROP.SWnot top 5

2.3%6178.Tnot top 5

2.2%ASML.ASnot top 5

Held in common0.0%

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

IDEQ vs SPYM Returns, Every Period

LazardIDEQ

+14.1%

past year

SPYMSPDR

+9.8%

past year

IDEQSPYMFaded: behind in that period

1–1Level

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

International vs Core: IDEQ vs IVV

YTD

LazardIDEQ

+8.3%

IVViShares

+8.7%

+8.3%Year to date+8.7%

−12.9%Worst drop · 1Y−8.9%

19.6%Volatility · 1Y13.6%

1.4%Yield1.1%

$2.1BAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: IDEQ, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

IDEQ0.40%$40

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

Yields: IDEQ, SPYM, IVV

1.43%highest, IDEQ

FundTrailing yieldYield$10k

IDEQ1.43%$143

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

IDEQ$143 − $40 = $103

KeptFee

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

Overlap: IDEQ, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

IDEQSPYMIVV

IDEQ—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

+14.1%IDEQ, at 19.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

IDEQWorst drop−12.9%19.6% vol

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

Paid More vs Made More

YTD

IDEQSPYM

+8.3%Year to date+8.8%

1.4%Yield1.1%

+14.1%Past year+9.8%

0.40%Fee0.02%

2–2level

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