Compare · 3 funds side by side · dividends reinvested

IVV, SUB and SPYM

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, SUB 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.8

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%$853B2.0

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.6%+2.5%+3.4%+1.7%−1.9%1.4%$13.4B2.3

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 · SUB 2008 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

SUB

iShares Short-Term National Muni Bond ETF · $13.4B$10,860

$10,000 five years ago, dividends reinvested

IVVMeasureSUB

+8.7%Year to dateJan 1 → Nov 6+1.6%

+9.8%1 yearTotal return+2.5%

+21.8%3 years · per year$10,000 became $18,084 · $11,045+3.4%

+11.4%5 years · per year$10,000 became $17,177 · $10,860+1.7%

0.03%Expense ratio$3 · $7 a year on $10k · lower is better0.07%

1.14%Trailing 12-mo yield$114 · $257 a year on $10k2.57%

−8.9%Worst dropSmaller is better−1.9%

13.6%VolatilityLower is calmer1.4%

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

5–3IVV 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 SUB: Top 5 Holdings

Today

IVV

27.8%in top 5

SUB

in top 5[…]

IVVStockSUB

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs SUB Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SUBiShares

+1.7%

5 years, per year

IVVSUBFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs SUB

YTD

iSharesIVV

+8.7%

SUBiShares

+1.6%

+8.7%Year to date+1.6%

−8.9%Worst drop · 1Y−1.9%

13.6%Volatility · 1Y1.4%

1.1%Yield2.6%

$853BAssets$13.4B

3–1SUB wins

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

Cost, Income and Risk

Fees: IVV, SUB, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SUB0.07%$7

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

Yields: IVV, SUB, SPYM

2.57%highest, SUB

FundTrailing yieldYield$10k

SUB2.57%$257

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$250most kept, SUB

SUB$257 − $7 = $250

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: IVV, SUB, SPYM

Today

99.9%most shared, IVV and SPYM

IVVSUBSPYM

IVV—[…]99.9%

SUB[…]—[…]

SPYM99.9%[…]—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SUBWorst drop−1.9%1.4% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SUBSPYM

+1.6%Year to date+8.8%

2.6%Yield1.1%

+2.5%Past year+9.8%

0.07%Fee0.02%

3–1SPYM 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%

$178BAssets$778B

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$853B

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