Compare · 3 funds side by side · dividends reinvested

IVV, SIO and SPYM

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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 incomeSIO · 7.08% · $708 a year on $10k

Story of the three · RiskSmallest drop

IVV, SIO 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%$883B1.9

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%$183B1.9

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.08%−0.6%+0.0%+6.8%[…]−3.6%4.1%$306M2.1

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 · SIO 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Touchstone Strategic Income ETF · $306M[…]

SIO

IVV

iShares Core S&P 500 ETF · $883B$17,398

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

SIOMeasure

More Ways to See the Pairs

SIO vs IVV: Top 5 Holdings

Today

SIO

1.3%in top 5

IVV

in top 526.8%

SIOStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: IVV, SIO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SIO0.82%$82

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

Yields: IVV, SIO, 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%

$183BAssets$793B

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%

IVV

−0.6%Year to dateJan 1 → Nov 12+12.0%

+0.0%1 yearTotal return+12.2%

+6.8%3 years · per year$10,000 became $12,177 · $18,019+21.7%

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

0.82%Expense ratio$82 · $3 a year on $10k · lower is better0.03%

7.08%Trailing 12-mo yield$708 · $110 a year on $10k1.10%

−3.6%Worst dropSmaller is better−8.9%

4.1%VolatilityLower is calmer13.7%

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

3–4IVV wins

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

0.3%XELLLnot top 5

0.3%USB-PRnot top 5

0.3%CFG-PEnot top 5

0.2%CMSDnot top 5

0.2%SWKnot top 5

Held in common1.1%

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

SIO vs IVV Returns, Every Period

1Y

TouchstoneSIO

+0.0%

past year

IVViShares

+12.2%

past year

SIOIVVFaded: behind in that period

0–3IVV wins

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

Income vs Core: SIO vs IVV

YTD

TouchstoneSIO

−0.6%

IVViShares

+12.0%

−0.6%Year to date+12.0%

−3.6%Worst drop · 1Y−8.9%

4.1%Volatility · 1Y13.7%

7.1%Yield1.1%

$306MAssets$883B

3–1SIO wins

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

1Y

7.08%highest, SIO

FundTrailing yieldYield$10k

SIO7.08%$708

IVV1.10%$110

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$626most kept, SIO

SIO$708 − $82 = $626

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

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

Overlap: IVV, SIO, SPYM

Today

99.9%most shared, IVV and SPYM

IVVSIOSPYM

IVV—1.1%99.9%

SIO1.1%—1.1%

SPYM99.9%1.1%—

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

SIOWorst drop−3.6%4.1% 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

SIOIVV

−0.6%Year to date+12.0%

7.1%Yield1.1%

+0.0%Past year+12.2%

0.82%Fee0.03%

3–1IVV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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IVV, SIO and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three