Compare · 3 funds side by side · dividends reinvested

ILDR, SPYM and VOO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeVOO · 1.06% · $106 a year on $10k

Story of the three · RiskSmallest drop

ILDR, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T1.9

First Trust Innovation Leaders ETFThematic · Disruptive tech0.75%0.00%+9.3%+6.4%+28.0%+9.6%−18.7%27.1%$326M2.8

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: ILDR 2021 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Innovation Leaders ETF · $326M$15,788

ILDR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 30.5% in common

ILDR

More Ways to See the Pairs

ILDR vs SPYM: Top 5 Holdings

Today

ILDR

29.7%in top 5

SPYM

in top 526.9%

ILDRStockSPYM

8.3%NVDA6.3%

not top 5AAPL7.8%

6.9%AMZN4.1%

not top 5MSFT6.1%

5.9%AMD

Cost, Income and Risk

Fees: ILDR, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

ILDR0.75%$75

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

Yields: ILDR, SPYM, VOO

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%

Measure

SPYM

+9.3%Year to dateJan 1 → Nov 11+12.4%

+6.4%1 yearTotal return+12.8%

+28.0%3 years · per year$10,000 became $20,990 · $18,134+21.9%

+9.6%5 years · per year$10,000 became $15,788 · $17,537+11.9%

0.75%Expense ratio$75 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $102 a year on $10k1.02%

−18.7%Worst dropSmaller is better−8.9%

27.1%VolatilityLower is calmer13.7%

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

1–7SPYM wins

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

not top 5

4.4%GOOGL2.6%

4.2%LLYnot top 5

Held in common30.5%

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

ILDR vs SPYM Returns, Every Period

5Y

First TrustILDR

+9.6%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

ILDRSPYMFaded: behind in that period

1–3SPYM wins

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

Thematic vs Core: ILDR vs VOO

YTD

First TrustILDR

+9.3%

VOOVanguard

+12.3%

+9.3%Year to date+12.3%

−18.7%Worst drop · 1Y−8.9%

27.1%Volatility · 1Y13.7%

0.0%Yield1.1%

$326MAssets$1.00T

4–0VOO wins

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

1Y

1.06%highest, VOO

FundTrailing yieldYield$10k

VOO1.06%$106

SPYM1.02%$102

ILDR0.00%$0

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

Income After Fees on $10,000

1Y

$103most kept, VOO

VOO$106 − $3 = $103

SPYM$102 − $2 = $100

ILDR$0 − $75 = −$75

KeptFee

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

Overlap: ILDR, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

ILDRSPYMVOO

ILDR—30.5%33.6%

SPYM30.5%—92.7%

VOO33.6%92.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

ILDRWorst drop−18.7%27.1% vol

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

Paid More vs Made More

YTD

VOOSPYM

+12.3%Year to date+12.4%

1.1%Yield1.0%

+12.8%Past year+12.8%

0.03%Fee0.02%

2–1SPYM 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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ILDR, SPYM and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three