Compare · 4 funds side by side · dividends reinvested

IVV, SIO, SPY and SPYM

IVViShares×SIOTouchstone×SPYSPDR×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, SIO, 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.9

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%$853B2.3

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.00%+0.5%+1.4%+7.4%[…]−3.6%4.0%$306M2.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B3.0

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 · SIO 2022 · SPY 1993 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

SIO

Touchstone Strategic Income ETF · $306M[…]

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

IVVMeasureSIO

+11.3%Year to dateJan 1 → Nov 9+0.5%

+13.6%1 yearTotal return+1.4%

+22.0%3 years · per year$10,000 became $18,159 · $12,389+7.4%

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

0.03%Expense ratio$3 · $82 a year on $10k · lower is better0.82%

1.11%Trailing 12-mo yield$111 · $700 a year on $10k7.00%

−8.9%Worst dropSmaller is better−3.6%

13.8%VolatilityLower is calmer4.0%

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

4–3IVV wins

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 SIO: Top 5 Holdings

Today

IVV

27.8%in top 5

SIO

in top 51.3%

IVVStockSIO

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 5XELLL0.3%

not top 5USB-PR0.3%

not top 5CFG-PE0.3%

not top 5CMSD0.2%

not top 5SOJD0.2%

Held in common1.1%

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

IVV vs SIO Returns, Every Period

iSharesIVV

+13.6%

past year

SIOTouchstone

+1.4%

past year

IVVSIOFaded: behind in that period

3–0IVV wins

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

Core vs Income: IVV vs SIO

YTD

iSharesIVV

+11.3%

SIOTouchstone

+0.5%

+11.3%Year to date+0.5%

−8.9%Worst drop · 1Y−3.6%

13.8%Volatility · 1Y4.0%

1.1%Yield7.0%

$853BAssets$306M

3–1SIO wins

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

Cost, Income and Risk

Fees: IVV, SIO, SPY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

SIO0.82%$82

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

Yields: IVV, SIO, SPY, SPYM

7.00%highest, SIO

FundTrailing yieldYield$10k

SIO7.00%$700

IVV1.11%$111

SPYM1.03%$103

SPY1.01%$101

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

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: IVV, SIO, SPY, SPYM

Today

99.9%most shared, IVV and SPYM

IVVSIOSPYSPYM

IVV—1.1%99.9%99.9%

SIO1.1%—1.1%1.1%

SPY99.9%1.1%—99.9%

SPYM99.9%1.1%99.9%—

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

SIOWorst drop−3.6%4.0% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst 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

SIOSPYM

+0.5%Year to date+11.3%

7.0%Yield1.0%

+1.4%Past year+13.6%

0.82%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026