Compare · 3 funds side by side · dividends reinvested

IUSV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

IUSV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IUSV 2000 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $28.4B$17,016

IUSV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 59.2% in common

IUSVMeasureSPYM

+13.8%Year to dateJan 1 → Nov 3+11.5%

+16.1%1 yearTotal return+11.9%

+19.5%3 years · per year$10,000 became $17,084 · $19,092+24.1%

+11.2%5 years · per year$10,000 became $17,016 · $17,749+12.2%

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

1.64%Trailing 12-mo yield$164 · $103 a year on $10k1.03%

−6.4%Worst dropSmaller is better−8.9%

9.6%VolatilityLower is calmer12.7%

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

5–3IUSV wins

End-of-day Nov 3, 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

16.8%in top 5

SPYM

in top 527.4%

IUSVStockSPYM

7.8%AAPL7.7%

not top 5NVDA7.8%

not top 5MSFT5.9%

3.4%AMZN3.6%

not top 5GOOGL2.5%

2.4%XOMnot top 5

1.7%WMTnot top 5

1.4%CVXnot top 5

Held in common59.2%

End-of-day Nov 3, 2026 · share of each fund

IUSV vs SPYM Returns, Every Period

iSharesIUSV

+11.2%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

IUSVSPYMFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IUSV vs SPYM

YTD

iSharesIUSV

+13.8%

SPYMSPDR

+11.5%

+13.8%Year to date+11.5%

−6.4%Worst drop · 1Y−8.9%

9.6%Volatility · 1Y12.7%

1.6%Yield1.0%

$28.4BAssets$185B

4–0IUSV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IUSV0.04%$4

SPY0.09%$9

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IUSV, SPYM, SPY

1.64%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.64%$164

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IUSV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IUSVSPYMSPY

IUSV—59.2%59.2%

SPYM59.2%—99.9%

SPY59.2%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.1%IUSV, at 9.6% volatility

IUSVWorst drop−6.4%9.6% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVSPYM

+13.8%Year to date+11.5%

1.6%Yield1.0%

+16.1%Past year+11.9%

0.04%Fee0.02%

3–1IUSV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026