Compare · 3 funds side by side · dividends reinvested

IVV, KBWD 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 incomeKBWD · 15.95% · $1,595 a year on $10k

Story of the three · RiskSmallest drop

IVV, KBWD 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%$179B1.4

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%$875B1.9

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.95%−12.6%−10.1%+2.4%−1.9%−23.4%17.5%$331M2.8

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 · KBWD 2010 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco KBW High Dividend Yield Financial ETF · $331M$9,104

KBWD

IVV

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

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

KBWD

More Ways to See the Pairs

KBWD vs IVV: Top 5 Holdings

Today

KBWD

20.0%in top 5

IVV

in top 527.3%

KBWDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

4.2%PMTnot top 5

4.1%IVRnot top 5

Cost, Income and Risk

Fees: IVV, KBWD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

KBWD5.39%$539

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

Yields: IVV, KBWD, 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

−12.6%Year to dateJan 1 → Nov 10+10.9%

−10.1%1 yearTotal return+13.0%

+2.4%3 years · per year$10,000 became $10,745 · $17,934+21.5%

−1.9%5 years · per year$10,000 became $9,104 · $17,414+11.7%

5.39%Expense ratio$539 · $3 a year on $10k · lower is better0.03%

15.95%Trailing 12-mo yield$1,595 · $111 a year on $10k1.11%

−23.4%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.8%

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

1–7IVV wins

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

not top 5AMZN4.0%

3.9%ARRnot top 5

3.9%ORCnot top 5

3.9%FSKnot top 5

not top 5GOOGL2.6%

Held in common0.1%

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

KBWD vs IVV Returns, Every Period

5Y

InvescoKBWD

−1.9%

5 years, per year

IVViShares

+11.7%

5 years, per year

KBWDIVVFaded: behind in that period

0–4IVV wins

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

Income vs Core: KBWD vs IVV

YTD

InvescoKBWD

−12.6%

IVViShares

+10.9%

−12.6%Year to date+10.9%

−23.4%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.8%

15.9%Yield1.1%

$331MAssets$875B

3–1IVV wins

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

1Y

15.95%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.95%$1,595

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

1Y

$1,056most kept, KBWD

KBWD$1,595 − $539 = $1,056

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: IVV, KBWD, SPYM

Today

99.9%most shared, IVV and SPYM

IVVKBWDSPYM

IVV—0.1%99.9%

KBWD0.1%—0.1%

SPYM99.9%0.1%—

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

KBWDWorst drop−23.4%17.5% vol

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

Paid More vs Made More

YTD

KBWDSPYM

−12.6%Year to date+10.9%

15.9%Yield1.0%

−10.1%Past year+13.1%

5.39%Fee0.02%

3–1SPYM 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, KBWD and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three