Compare · 4 funds side by side · dividends reinvested

IVV, NETL, SPYM and SPY

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

02 / 04

IVV, NETL, 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%$182B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B2.0

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%$805B2.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M3.6

Rank among the four1st → 4thFee, 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: IVV 2000 · NETL 2019 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Colterpoint Net Lease Real Estate ETF · $47M$9,951

NETL

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

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

NETLMeasureSPY

+7.8%Year to dateJan 1 → Nov 4+13.3%

+7.5%1 yearTotal return+13.4%

+11.4%3 years · per year$10,000 became $13,839 · $19,132+24.1%

−0.1%5 years · per year$10,000 became $9,951 · $18,060+12.6%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

5.13%Trailing 12-mo yield$513 · $99 a year on $10k0.99%

−16.7%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer12.9%

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

1–7SPY wins

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

More Ways to See the Pairs

NETL vs SPY: Top 5 Holdings

Today

NETL

42.1%in top 5

SPY

in top 527.3%

NETLStockSPY

8.6%ADCnot top 5

8.6%VICInot top 5

8.4%Onot top 5

8.3%WPCnot top 5

8.3%NNNnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.1%

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

NETL vs SPY Returns, Every Period

NETLNETL

−0.1%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

NETLSPYFaded: behind in that period

0–4SPY wins

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

Sector vs Core: NETL vs IVV

YTD

NETLNETL

+7.8%

IVViShares

+13.4%

+7.8%Year to date+13.4%

−16.7%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y12.9%

5.1%Yield1.1%

$47.2MAssets$887B

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, NETL, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

NETL0.60%$60

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

Yields: IVV, NETL, SPYM, SPY

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

IVV1.09%$109

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: IVV, NETL, SPYM, SPY

Today

99.9%most shared, IVV and SPY

IVVNETLSPYMSPY

IVV—0.1%99.8%99.9%

NETL0.1%—0.1%0.1%

SPYM99.8%0.1%—99.8%

SPY99.9%0.1%99.8%—

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

Return vs Bumpiness: 4 ETFs

+13.5%IVV, at 12.9% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

NETLWorst drop−16.7%14.9% vol

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

Paid More vs Made More

YTD

NETLSPYM

+7.8%Year to date+13.4%

5.1%Yield1.0%

+7.5%Past year+13.5%

0.60%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

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