Compare · 3 funds side by side · dividends reinvested

IVV, HAPI and SPYM

02 / 04

Search ETFs and stocks

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

IVV, HAPI 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%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.6

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%$875B2.1

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.79%+10.1%+13.1%+21.3%[…]−8.1%12.9%$483M2.1

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: IVV 2000 · HAPI 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 ETF · $179B$17,429

SPYM

IVV

iShares Core S&P 500 ETF · $875B$17,414

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

SPYM

More Ways to See the Pairs

SPYM vs IVV: Top 5 Holdings

Today

SPYM

27.3%in top 5

IVV

in top 527.3%

SPYMStockIVV

7.9%AAPL7.9%

6.6%NVDA6.6%

6.2%MSFT6.2%

4.0%AMZN4.0%

2.6%

Cost, Income and Risk

Fees: IVV, HAPI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

HAPI0.35%$35

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

Yields: IVV, HAPI, SPYM

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%

$179BAssets$778B

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

IVV

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

+13.1%1 yearTotal return+13.0%

+21.5%3 years · per year$10,000 became $17,936 · $17,934+21.5%

+11.8%5 years · per year$10,000 became $17,429 · $17,414+11.7%

0.02%Expense ratio$2 · $3 a year on $10k · lower is better0.03%

1.03%Trailing 12-mo yield$103 · $111 a year on $10k1.11%

−8.9%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.8%

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

4–1SPYM wins

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

GOOGL

2.6%

Held in common99.9%

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

SPYM vs IVV Returns, Every Period

5Y

SPDRSPYM

+11.8%

5 years, per year

IVViShares

+11.7%

5 years, per year

SPYMIVVFaded: behind in that period

2–0SPYM wins

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

SPYM vs IVV

YTD

SPDRSPYM

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.8%

1.0%Yield1.1%

$179BAssets$875B

1–1level

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

HAPI0.79%$79

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

HAPI$79 − $35 = $44

KeptFee

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

Overlap: IVV, HAPI, SPYM

Today

99.9%most shared, IVV and SPYM

IVVHAPISPYM

IVV—50.6%99.9%

HAPI50.6%—50.6%

SPYM99.9%50.6%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.1%HAPI, at 12.9% volatility

HAPIWorst drop−8.1%12.9% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

IVVSPYM

+10.9%Year to date+10.9%

1.1%Yield1.0%

+13.0%Past year+13.1%

0.03%Fee0.02%

2–1SPYM wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Loading…

IVV, HAPI and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three