Compare · 4 funds side by side · dividends reinvested

IVV, SDFI, MUB and SPYM

IVViShares×SDFIAlliance Bernstein×MUBiShares×SPYMSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

IVV, SDFI, MUB 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.1

Alliance Bernstein - AB Short Duration Income ETFBonds & Cash · Short-term0.30%4.57%+1.5%+2.4%[…][…]−1.6%1.9%$192M2.2

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B2.4

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · SDFI 2024 · MUB 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

SDFI

Alliance Bernstein - AB Short Duration Income ETF · $192M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureSDFI

+11.3%Year to dateJan 1 → Nov 9+1.5%

+13.6%1 yearTotal return+2.4%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.11%Trailing 12-mo yield$111 · $457 a year on $10k4.57%

−8.9%Worst dropSmaller is better−1.6%

13.8%VolatilityLower is calmer1.9%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SDFI: Top 5 Holdings

Today

IVV

27.8%in top 5

SDFI

in top 50.0%

IVVStockSDFI

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5NFEGP0.0%

not top 5NFE0.0%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IVV vs SDFI Returns, Every Period

iSharesIVV

+13.6%

past year

SDFIAlliance Bernstein

+2.4%

past year

IVVSDFIFaded: behind in that period

2–0IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs SDFI

YTD

iSharesIVV

+11.3%

SDFIAlliance Bernstein

+1.5%

+11.3%Year to date+1.5%

−8.9%Worst drop · 1Y−1.6%

13.8%Volatility · 1Y1.9%

1.1%Yield4.6%

$875BAssets$192M

3–1SDFI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SDFI, MUB, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

MUB0.05%$5

SDFI0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, SDFI, MUB, SPYM

4.57%highest, SDFI

FundTrailing yieldYield$10k

SDFI4.57%$457

MUB3.26%$326

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, SDFI

SDFI$457 − $30 = $427

MUB$326 − $5 = $321

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, SDFI, MUB, SPYM

Today

99.9%most shared, IVV and SPYM

IVVSDFIMUBSPYM

IVV—0.0%[…]99.9%

SDFI0.0%—[…]0.0%

MUB[…][…]—[…]

SPYM99.9%0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

SDFIWorst drop−1.6%1.9% vol

MUBWorst drop−6.3%3.7% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SDFISPYM

+1.5%Year to date+11.3%

4.6%Yield1.0%

+2.4%Past year+13.6%

0.30%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026