Compare · 3 funds side by side · dividends reinvested

IVV, SDFI and SPYM

IVViShares×SDFIAlliance Bernstein×SPYMSPDR×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,408SPYM · best of the three

Story of the three · IncomeMost incomeSDFI · 4.60% · $460 a year on $10k

Story of the three · RiskSmallest drop

IVV, SDFI and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.9

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$186B1.9

Alliance Bernstein - AB Short Duration Income ETFBonds & Cash · Short-term0.30%4.60%+0.9%+1.5%[…][…]−1.6%2.0%$191M2.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: IVV 2000 · SDFI 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Alliance Bernstein - AB Short Duration Income ETF · $191M[…]

SDFI

IVV

iShares Core S&P 500 ETF · $879B$17,398

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

SDFI

More Ways to See the Pairs

SDFI vs IVV: Top 5 Holdings

Today

SDFI

0.0%in top 5

IVV

in top 526.8%

SDFIStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: IVV, SDFI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SDFI0.30%$30

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IVV, SDFI, SPYM

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

IVV

+0.9%Year to dateJan 1 → Nov 12+12.0%

+1.5%1 yearTotal return+12.2%

[…]3 years · per year$10,000 became […] · $18,019+21.7%

[…]5 years · per year$10,000 became […] · $17,398+11.7%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

4.60%Trailing 12-mo yield$460 · $110 a year on $10k1.10%

−1.6%Worst dropSmaller is better−8.9%

2.0%VolatilityLower is calmer13.7%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.0%NFEGPnot top 5

0.0%NFEnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SDFI vs IVV Returns, Every Period

1Y

Alliance BernsteinSDFI

+1.5%

past year

IVViShares

+12.2%

past year

SDFIIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Core: SDFI vs IVV

YTD

Alliance BernsteinSDFI

+0.9%

IVViShares

+12.0%

+0.9%Year to date+12.0%

−1.6%Worst drop · 1Y−8.9%

2.0%Volatility · 1Y13.7%

4.6%Yield1.1%

$191MAssets$879B

3–1SDFI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

4.60%highest, SDFI

FundTrailing yieldYield$10k

SDFI4.60%$460

IVV1.10%$110

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$430most kept, SDFI

SDFI$460 − $30 = $430

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVV, SDFI, SPYM

Today

99.9%most shared, IVV and SPYM

IVVSDFISPYM

IVV—0.0%99.9%

SDFI0.0%—0.0%

SPYM99.9%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.2%IVV, at 13.7% volatility

SDFIWorst drop−1.6%2.0% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SDFIIVV

+0.9%Year to date+12.0%

4.6%Yield1.1%

+1.5%Past year+12.2%

0.30%Fee0.03%

3–1IVV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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IVV, SDFI and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three