Compare · 3 funds side by side · dividends reinvested

IPAV, SPYM and VTI

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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 incomeIPAV · 1.57% · $157 a year on $10k

Story of the three · RiskSmallest drop

IPAV, SPYM and VTI, 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%$183B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+12.6%+13.0%+21.7%+10.8%−8.9%13.9%$689B1.8

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.57%+3.8%+8.1%[…][…]−17.2%19.6%$6M2.7

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: IPAV 2024 · SPYM 2005 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

IPAV

SPYM

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

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

IPAV

More Ways to See the Pairs

IPAV vs SPYM: Top 5 Holdings

Today

IPAV

17.6%in top 5

SPYM

in top 526.9%

IPAVStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

3.7%CNR.TOnot top 5

Cost, Income and Risk

Fees: IPAV, SPYM, VTI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

IPAV0.55%$55

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

Yields: IPAV, SPYM, VTI

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

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SPYM

+3.8%Year to dateJan 1 → Nov 11+12.4%

+8.1%1 yearTotal return+12.8%

[…]3 years · per year$10,000 became […] · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

0.55%Expense ratio$55 · $2 a year on $10k · lower is better0.02%

1.57%Trailing 12-mo yield$157 · $102 a year on $10k1.02%

−17.2%Worst dropSmaller is better−8.9%

19.6%VolatilityLower is calmer13.7%

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

1–5SPYM wins

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

3.6%CP.TOnot top 5

3.6%LT.NSnot top 5

3.4%HEI.DEnot top 5

3.3%MT.ASnot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

IPAV vs SPYM Returns, Every Period

1Y

Global XIPAV

+8.1%

past year

SPYMSPDR

+12.8%

past year

IPAVSPYMFaded: behind in that period

0–2SPYM wins

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

Thematic vs Core: IPAV vs VTI

YTD

Global XIPAV

+3.8%

VTIVanguard

+12.6%

+3.8%Year to date+12.6%

−17.2%Worst drop · 1Y−8.9%

19.6%Volatility · 1Y13.9%

1.6%Yield1.1%

$6.0MAssets$689B

3–1VTI wins

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

1Y

1.57%highest, IPAV

FundTrailing yieldYield$10k

IPAV1.57%$157

VTI1.05%$106

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$103most kept, VTI

VTI$106 − $3 = $103

IPAV$157 − $55 = $102

SPYM$102 − $2 = $100

KeptFee

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

Overlap: IPAV, SPYM, VTI

Today

85.8%most shared, SPYM and VTI

IPAVSPYMVTI

IPAV—0.0%0.0%

SPYM0.0%—85.8%

VTI0.0%85.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.0%VTI, at 13.9% volatility

SPYMWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

IPAVWorst drop−17.2%19.6% vol

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

Paid More vs Made More

YTD

IPAVVTI

+3.8%Year to date+12.6%

1.6%Yield1.1%

+8.1%Past year+13.0%

0.55%Fee0.03%

3–1VTI wins

End-of-day Nov 11, 2026

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

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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IPAV, SPYM and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three