Compare · 3 funds side by side · dividends reinvested

IVLU, SPYM and VOO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,930IVLU · best of the three

Story of the three · IncomeMost incomeIVLU · 3.27% · $327 a year on $10k

Story of the three · RiskSmallest drop

IVLU, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.27%+14.8%+21.3%+24.6%+14.8%−11.7%16.5%$4.6B1.8

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%$183B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T2.4

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: IVLU 2015 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI Intl Value Factor ETF · $4.6B$19,930

IVLU

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

IVLU

More Ways to See the Pairs

IVLU vs SPYM: Top 5 Holdings

Today

IVLU

9.3%in top 5

SPYM

in top 526.9%

IVLUStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: IVLU, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IVLU0.31%$31

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

Yields: IVLU, SPYM, VOO

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$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SPYM

+14.8%Year to dateJan 1 → Nov 11+12.4%

+21.3%1 yearTotal return+12.8%

+24.6%3 years · per year$10,000 became $19,356 · $18,134+21.9%

+14.8%5 years · per year$10,000 became $19,930 · $17,537+11.9%

0.31%Expense ratio$31 · $2 a year on $10k · lower is better0.02%

3.27%Trailing 12-mo yield$327 · $102 a year on $10k1.02%

−11.7%Worst dropSmaller is better−8.9%

16.5%VolatilityLower is calmer13.7%

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

5–3IVLU wins

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

2.6%

2.2%7203.Tnot top 5

2.0%HSBA.Lnot top 5

1.9%SHEL.Lnot top 5

1.7%BATS.Lnot top 5

1.7%BNP.PAnot top 5

Held in common0.0%

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

IVLU vs SPYM Returns, Every Period

5Y

iSharesIVLU

+14.8%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

IVLUSPYMFaded: behind in that period

4–0IVLU wins

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

Stocks vs Core: IVLU vs VOO

YTD

iSharesIVLU

+14.8%

VOOVanguard

+12.3%

+14.8%Year to date+12.3%

−11.7%Worst drop · 1Y−8.9%

16.5%Volatility · 1Y13.7%

3.3%Yield1.1%

$4.6BAssets$1.00T

2–2level

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

1Y

3.27%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.27%$327

VOO1.06%$106

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$296most kept, IVLU

IVLU$327 − $31 = $296

VOO$106 − $3 = $103

SPYM$102 − $2 = $100

KeptFee

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

Overlap: IVLU, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

IVLUSPYMVOO

IVLU—0.0%0.0%

SPYM0.0%—92.7%

VOO0.0%92.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+21.3%IVLU, at 16.5% volatility

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

IVLUWorst drop−11.7%16.5% vol

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

Paid More vs Made More

YTD

IVLUSPYM

+14.8%Year to date+12.4%

3.3%Yield1.0%

+21.3%Past year+12.8%

0.31%Fee0.02%

3–1IVLU wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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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IVLU, SPYM and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three