Compare · 3 funds side by side · dividends reinvested

IVV, SPYM and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

IVV, SPYM and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · SPYM 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

IVVMeasureSPYM

+8.7%Year to dateJan 1 → Nov 6+8.8%

+9.8%1 yearTotal return+9.8%

+21.8%3 years · per year$10,000 became $18,084 · $18,082+21.8%

+11.4%5 years · per year$10,000 became $17,177 · $17,192+11.4%

0.03%Expense ratio$3 · $2 a year on $10k · lower is better0.02%

1.14%Trailing 12-mo yield$114 · $105 a year on $10k1.05%

−8.9%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

1–2SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SPYM: Top 5 Holdings

Today

IVV

27.8%in top 5

SPYM

in top 527.8%

IVVStockSPYM

7.9%AAPL7.9%

6.9%NVDA6.9%

6.3%MSFT6.3%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.9%

End-of-day Nov 6, 2026 · share of each fund

IVV vs SPYM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IVVSPYMFaded: behind in that period

0–1SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs IJR

YTD

iSharesIVV

+8.7%

IJRiShares

+15.5%

+8.7%Year to date+15.5%

−8.9%Worst drop · 1Y−9.7%

13.6%Volatility · 1Y16.2%

1.1%Yield1.2%

$850BAssets$104B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SPYM, IJR

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

IJR0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, SPYM, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, SPYM, IJR

Today

99.9%most shared, IVV and SPYM

IVVSPYMIJR

IVV—99.9%0.0%

SPYM99.9%—0.0%

IJR0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

IJRWorst drop−9.7%16.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSPYM

+15.5%Year to date+8.8%

1.2%Yield1.1%

+17.6%Past year+9.8%

0.06%Fee0.02%

3–1IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026