Compare · 3 funds side by side · dividends reinvested

IVES, SPYM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,429SPYM · best of the three

Story of the three · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

IVES, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$183B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.9

Dan Ives Wedbush AI Revolution ETFThematic · AI & semis0.75%0.37%+11.4%+7.1%[…][…]−21.5%31.1%$797M2.7

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

End-of-day Nov 10, 2026 · returns include dividends · since: IVES 2025 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dan Ives Wedbush AI Revolution ETF · $797M[…]

IVES

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,429

$10,000 five years ago, dividends reinvested · they hold 33.6% in common

IVES

More Ways to See the Pairs

IVES vs SPYM: Top 5 Holdings

Today

IVES

26.9%in top 5

SPYM

in top 527.3%

IVESStockSPYM

5.6%AAPL7.9%

not top 5NVDA6.6%

5.7%MSFT6.2%

5.6%AMZN4.0%

5.3%TSLA

Cost, Income and Risk

Fees: IVES, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

IVES0.75%$75

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

Yields: IVES, SPYM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

SPYM

+11.4%Year to dateJan 1 → Nov 10+10.9%

+7.1%1 yearTotal return+13.1%

[…]3 years · per year$10,000 became […] · $17,936+21.5%

[…]5 years · per year$10,000 became […] · $17,429+11.8%

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

0.37%Trailing 12-mo yield$37 · $103 a year on $10k1.03%

−21.5%Worst dropSmaller is better−8.9%

31.1%VolatilityLower is calmer13.7%

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

1–5SPYM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.7%METAnot top 5

not top 5GOOGL2.6%

Held in common33.6%

End-of-day Nov 10, 2026 · share of each fund

IVES vs SPYM Returns, Every Period

1Y

WedbushIVES

+7.1%

past year

SPYMSPDR

+13.1%

past year

IVESSPYMFaded: behind in that period

1–1Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Core: IVES vs IVV

YTD

WedbushIVES

+11.4%

IVViShares

+10.9%

+11.4%Year to date+10.9%

−21.5%Worst drop · 1Y−8.9%

31.1%Volatility · 1Y13.8%

0.4%Yield1.1%

$797MAssets$872B

3–1IVV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

IVES0.37%$37

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

IVES$37 − $75 = −$38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVES, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

IVESSPYMIVV

IVES—33.6%33.6%

SPYM33.6%—99.9%

IVV33.6%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.1%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

IVESWorst drop−21.5%31.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVIVES

+10.9%Year to date+11.4%

1.1%Yield0.4%

+13.0%Past year+7.1%

0.03%Fee0.75%

3–1IVV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IVES, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three