Compare · 3 funds side by side · dividends reinvested

IVV, NETL and SPYM

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

02 / 04

IVV, NETL 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

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%$887B1.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M2.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · NETL 2019 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 99.8% in common

IVVMeasureSPYM

+13.4%Year to dateJan 1 → Nov 4+13.4%

+13.5%1 yearTotal return+13.5%

+24.2%3 years · per year$10,000 became $19,178 · $19,186+24.3%

+12.6%5 years · per year$10,000 became $18,118 · $18,126+12.6%

0.03%Expense ratio$3 · $2 a year on $10k · lower is better0.02%

1.09%Trailing 12-mo yield$109 · $101 a year on $10k1.01%

−8.9%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer12.8%

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

1–3SPYM wins

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

More Ways to See the Pairs

IVV vs SPYM: Top 5 Holdings

Today

IVV

27.3%in top 5

SPYM

in top 527.3%

IVVStockSPYM

7.7%NVDA7.7%

7.4%AAPL7.4%

5.9%MSFT5.9%

3.8%AMZN3.8%

2.5%GOOGL2.5%

Held in common99.8%

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

IVV vs SPYM Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

IVVSPYMFaded: behind in that period

0–1SPYM wins

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

Core vs Sector: IVV vs NETL

YTD

iSharesIVV

+13.4%

NETLNETL

+7.8%

+13.4%Year to date+7.8%

−8.9%Worst drop · 1Y−16.7%

12.9%Volatility · 1Y14.9%

1.1%Yield5.1%

$887BAssets$47.2M

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, NETL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

NETL0.60%$60

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

Yields: IVV, NETL, SPYM

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

IVV1.09%$109

SPYM1.01%$101

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

KeptFee

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

Overlap: IVV, NETL, SPYM

Today

99.8%most shared, IVV and SPYM

IVVNETLSPYM

IVV—0.1%99.8%

NETL0.1%—0.1%

SPYM99.8%0.1%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

SPYMWorst drop−8.9%12.8% 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 Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

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