Compare · 3 funds side by side · dividends reinvested

IVSS, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

IVSS, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.0

Applied Finance IVS US SMID ETFUS Stock Styles · Large cap0.59%0.06%+22.2%[…][…][…][…][…]$30M2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: IVSS 2025 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Applied Finance IVS US SMID ETF · $30M[…]

IVSS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVSSMeasureSPYM

+22.2%Year to dateJan 1 → Nov 4+13.4%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.59%Expense ratio$59 · $2 a year on $10k · lower is better0.02%

0.06%Trailing 12-mo yield$6 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.8%

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

1–2SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVSS vs SPYM: Top 5 Holdings

Today

IVSS

7.7%in top 5

SPYM

in top 527.3%

IVSSStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.7%HQYnot top 5

1.6%IDCCnot top 5

1.5%PJTnot top 5

1.5%DAVEnot top 5

1.4%SWXnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

IVSS vs SPYM Returns, Every Period

Applied FinanceIVSS

[…]

past year

SPYMSPDR

+13.5%

past year

IVSSSPYMFaded: behind in that period

1–0IVSS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IVSS vs SPYM

YTD

Applied FinanceIVSS

+22.2%

SPYMSPDR

+13.4%

+22.2%Year to date+13.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.8%

0.1%Yield1.0%

$30.3MAssets$182B

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVSS, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IVSS0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVSS, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

IVSS0.06%$6

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

IVSS$6 − $59 = −$53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVSS, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

IVSSSPYMSPY

IVSS—0.0%0.0%

SPYM0.0%—99.8%

SPY0.0%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

IVSSWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMIVSS

+13.4%Year to date+22.2%

1.0%Yield0.1%

+13.5%Past year[…]

0.02%Fee0.59%

2–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026