Compare · 4 funds side by side · dividends reinvested

IVV, MPIM, SPY and SPYM

IVViShares×MPIMm+ Funds×SPYSPDR×SPYMSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,192SPYM · best of the four

02 / 04

IVV, MPIM, SPY 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.0

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.52%[…][…][…][…][…][…]$36M2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · MPIM 2026 · SPY 1993 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

MPIM

m+ Income Momentum Autocall ETF · $36M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureMPIM

+8.7%Year to dateJan 1 → Nov 6[…]

+9.8%1 yearTotal return[…]

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $70 a year on $10k · lower is better0.70%

1.14%Trailing 12-mo yield$114 · $352 a year on $10k3.52%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs MPIM: Top 5 Holdings

Today

IVV

27.8%in top 5

MPIM

in top 5[…]

IVVStockMPIM

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IVV vs MPIM Returns, Every Period

iSharesIVV

+9.8%

past year

MPIMm+ Funds

[…]

past year

Returns […]

IVVMPIMFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs MPIM

YTD

iSharesIVV

+8.7%

MPIMm+ Funds

[…]

+8.7%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.6%Volatility · 1Y[…]

1.1%Yield3.5%

$853BAssets$35.6M

1–0MPIM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, MPIM, SPY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

MPIM0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, MPIM, SPY, SPYM

3.52%highest, MPIM

FundTrailing yieldYield$10k

MPIM3.52%$352

IVV1.14%$114

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$282most kept, MPIM

MPIM$352 − $70 = $282

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, MPIM, SPY, SPYM

Today

99.9%most shared, IVV and SPYM

IVVMPIMSPYSPYM

IVV—[…]99.9%99.9%

MPIM[…]—[…][…]

SPY99.9%[…]—99.9%

SPYM99.9%[…]99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

MPIMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MPIMSPYM

[…]Year to date+8.8%

3.5%Yield1.1%

[…]Past year+9.8%

0.70%Fee0.02%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026