Compare · 2 funds side by side · dividends reinvested

IUSV and SPYM

IUSViShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

IUSV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IUSV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $28.4B$17,624

IUSV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 59.5% in common

IUSVMeasureSPYM

+16.1%Year to dateJan 1 → Nov 4+13.4%

+18.7%1 yearTotal return+13.5%

+19.8%3 years · per year$10,000 became $17,194 · $19,186+24.3%

+12.0%5 years · per year$10,000 became $17,624 · $18,126+12.6%

0.04%Expense ratio$4 · $2 a year on $10k · lower is better0.02%

1.60%Trailing 12-mo yield$160 · $101 a year on $10k1.01%

−6.4%Worst dropSmaller is better−8.9%

9.8%VolatilityLower is calmer12.8%

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

5–3IUSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUSV vs SPYM: Top 5 Holdings

Today

IUSV

16.6%in top 5

SPYM

in top 527.3%

IUSVStockSPYM

not top 5NVDA7.7%

7.5%AAPL7.4%

not top 5MSFT5.9%

3.6%AMZN3.8%

not top 5GOOGL2.5%

2.3%XOMnot top 5

1.7%WMTnot top 5

1.4%COSTnot top 5

Held in common59.5%

End-of-day Nov 4, 2026 · share of each fund

IUSV vs SPYM Returns, Every Period

iSharesIUSV

+12.0%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

IUSVSPYMFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IUSV vs SPYM

YTD

iSharesIUSV

+16.1%

SPYMSPDR

+13.4%

+16.1%Year to date+13.4%

−6.4%Worst drop · 1Y−8.9%

9.8%Volatility · 1Y12.8%

1.6%Yield1.0%

$28.4BAssets$185B

4–0IUSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IUSV0.04%$4

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IUSV, SPYM

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IUSV, SPYM

Today

59.5%most shared, IUSV and SPYM

IUSVSPYM

IUSV—59.5%

SPYM59.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%IUSV, at 9.8% volatility

IUSVWorst drop−6.4%9.8% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVSPYM

+16.1%Year to date+13.4%

1.6%Yield1.0%

+18.7%Past year+13.5%

0.04%Fee0.02%

3–1IUSV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026