Compare · 2 funds side by side · dividends reinvested

IVOG and SPYM

IVOGVanguard×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

IVOG and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.1

Vanguard S&P Mid-Cap 400 Growth ETFUS Stock Styles · Mid cap0.10%0.59%+8.4%+10.6%+15.9%+5.2%−12.2%18.4%$1.7B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVOG 2010 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 Growth ETF · $1.7B$12,893

IVOG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IVOGMeasureSPYM

+8.4%Year to dateJan 1 → Nov 5+8.4%

+10.6%1 yearTotal return+9.8%

+15.9%3 years · per year$10,000 became $15,549 · $18,222+22.1%

+5.2%5 years · per year$10,000 became $12,893 · $17,164+11.4%

0.10%Expense ratio$10 · $2 a year on $10k · lower is better0.02%

0.59%Trailing 12-mo yield$59 · $106 a year on $10k1.06%

−12.2%Worst dropSmaller is better−8.9%

18.4%VolatilityLower is calmer13.6%

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

1–6SPYM wins

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

More Ways to See the Pairs

IVOG vs SPYM: Top 5 Holdings

Today

IVOG

8.8%in top 5

SPYM

in top 527.7%

IVOGStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.5%TWLOnot top 5

1.9%OKTAnot top 5

1.5%FTInot top 5

1.4%NVTnot top 5

1.4%ATInot top 5

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

IVOG vs SPYM Returns, Every Period

VanguardIVOG

+5.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IVOGSPYMFaded: behind in that period

1–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IVOG vs SPYM

YTD

VanguardIVOG

+8.4%

SPYMSPDR

+8.4%

+8.4%Year to date+8.4%

−12.2%Worst drop · 1Y−8.9%

18.4%Volatility · 1Y13.6%

0.6%Yield1.1%

$1.7BAssets$182B

3–0SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVOG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVOG0.10%$10

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVOG, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

IVOG0.59%$59

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

IVOG$59 − $10 = $49

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVOG, SPYM

Today

0.1%most shared, IVOG and SPYM

IVOGSPYM

IVOG—0.1%

SPYM0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.6%IVOG, at 18.4% volatility

SPYMWorst drop−8.9%13.6% vol

IVOGWorst drop−12.2%18.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMIVOG

+8.4%Year to date+8.4%

1.1%Yield0.6%

+9.8%Past year+10.6%

0.02%Fee0.10%

2–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026