Compare · 2 funds side by side · dividends reinvested

IVE and SPYM

IVEiShares×SPYMSPDR×

Versus in desk

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

02 / 04

IVE and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.51%+13.7%+16.0%+19.4%+11.3%−6.2%9.5%$50.6B1.4

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%$185B1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $50.6B$17,052

IVE

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 60.0% in common

IVEMeasureSPYM

+13.7%Year to dateJan 1 → Nov 3+11.5%

+16.0%1 yearTotal return+11.9%

+19.4%3 years · per year$10,000 became $17,033 · $19,092+24.1%

+11.3%5 years · per year$10,000 became $17,052 · $17,749+12.2%

0.18%Expense ratio$18 · $2 a year on $10k · lower is better0.02%

1.51%Trailing 12-mo yield$151 · $103 a year on $10k1.03%

−6.2%Worst dropSmaller is better−8.9%

9.5%VolatilityLower is calmer12.7%

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

5–3IVE wins

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

More Ways to See the Pairs

IVE vs SPYM: Top 5 Holdings

Today

IVE

17.7%in top 5

SPYM

in top 527.4%

IVEStockSPYM

8.2%AAPL7.7%

not top 5NVDA7.8%

not top 5MSFT5.9%

3.6%AMZN3.6%

2.5%XOMnot top 5

not top 5GOOGL2.5%

1.8%WMTnot top 5

1.5%CVXnot top 5

Held in common60.0%

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

IVE vs SPYM Returns, Every Period

iSharesIVE

+11.3%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

IVESPYMFaded: behind in that period

2–2Level

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

IVE vs SPYM

YTD

iSharesIVE

+13.7%

SPYMSPDR

+11.5%

+13.7%Year to date+11.5%

−6.2%Worst drop · 1Y−8.9%

9.5%Volatility · 1Y12.7%

1.5%Yield1.0%

$50.6BAssets$185B

4–0IVE wins

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

Cost, Income and Risk

Fees: IVE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVE0.18%$18

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

Yields: IVE, SPYM

1.51%highest, IVE

FundTrailing yieldYield$10k

IVE1.51%$151

SPYM1.03%$103

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

Income After Fees on $10,000

$133most kept, IVE

IVE$151 − $18 = $133

SPYM$103 − $2 = $101

KeptFee

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

Overlap: IVE, SPYM

Today

60.0%most shared, IVE and SPYM

IVESPYM

IVE—60.0%

SPYM60.0%—

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

Return vs Bumpiness: 2 ETFs

+16.0%IVE, at 9.5% volatility

IVEWorst drop−6.2%9.5% vol

SPYMWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

IVESPYM

+13.7%Year to date+11.5%

1.5%Yield1.0%

+16.0%Past year+11.9%

0.18%Fee0.02%

3–1IVE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

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