Compare · 4 funds side by side · dividends reinvested

IVV, SJB, SPYM and VOO

IVViShares×SJBProShares×SPYMSPDR×VOOVanguard×

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, SJB, SPYM and VOO, 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%$179B2.0

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%$853B2.1

ProShares - Short High YieldLeveraged · Bear1.05%3.25%+2.7%+2.3%−1.6%+0.3%−2.7%4.0%$59M2.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.9

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 · SJB 2011 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SJB

ProShares - Short High Yield · $59M$10,145

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

IVVMeasureSJB

+11.3%Year to dateJan 1 → Nov 9+2.7%

+13.6%1 yearTotal return+2.3%

+22.0%3 years · per year$10,000 became $18,159 · $9,516−1.6%

+11.9%5 years · per year$10,000 became $17,545 · $10,145+0.3%

0.03%Expense ratio$3 · $105 a year on $10k · lower is better1.05%

1.11%Trailing 12-mo yield$111 · $325 a year on $10k3.25%

−8.9%Worst dropSmaller is better−2.7%

13.8%VolatilityLower is calmer4.0%

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

5–3IVV 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 SJB: Top 5 Holdings

Today

IVV

27.8%in top 5

SJB

in top 579.8%

IVVStockSJB

not top 5IQMM79.8%

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

Held in common0.0%

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

IVV vs SJB Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

SJBProShares

+0.3%

5 years, per year

IVVSJBFaded: behind in that period

4–0IVV wins

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

Core vs Leveraged: IVV vs SJB

YTD

iSharesIVV

+11.3%

SJBProShares

+2.7%

+11.3%Year to date+2.7%

−8.9%Worst drop · 1Y−2.7%

13.8%Volatility · 1Y4.0%

1.1%Yield3.2%

$853BAssets$58.6M

3–1SJB wins

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

Cost, Income and Risk

Fees: IVV, SJB, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

VOO0.03%$3

SJB1.05%$105

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

Yields: IVV, SJB, SPYM, VOO

3.25%highest, SJB

FundTrailing yieldYield$10k

SJB3.25%$325

IVV1.11%$111

VOO1.07%$107

SPYM1.03%$103

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

Income After Fees on $10,000

$220most kept, SJB

SJB$325 − $105 = $220

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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

Overlap: IVV, SJB, SPYM, VOO

Today

99.9%most shared, IVV and SPYM

IVVSJBSPYMVOO

IVV—0.0%99.9%92.7%

SJB0.0%—0.0%0.0%

SPYM99.9%0.0%—92.7%

VOO92.7%0.0%92.7%—

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

SJBWorst drop−2.7%4.0% vol

VOOWorst drop−8.9%13.7% 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

SJBSPYM

+2.7%Year to date+11.3%

3.2%Yield1.0%

+2.3%Past year+13.6%

1.05%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

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