Compare · 4 funds side by side · dividends reinvested

IVV, WCBR, SPY and SPYM

IVViShares×WCBRWisdomTree×SPYSPDR×SPYMSPDR×

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

02 / 04

IVV, WCBR, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.9

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%$850B2.3

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · WCBR 2021 · SPY 1993 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $213M$14,306

WCBR

IVV

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

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

WCBRMeasureIVV

+49.9%Year to dateJan 1 → Nov 6+8.7%

+37.3%1 yearTotal return+9.8%

+29.1%3 years · per year$10,000 became $21,504 · $18,084+21.8%

+7.4%5 years · per year$10,000 became $14,306 · $17,177+11.4%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $114 a year on $10k1.14%

−29.1%Worst dropSmaller is better−8.9%

41.5%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

WCBR vs IVV: Top 5 Holdings

Today

WCBR

30.4%in top 5

IVV

in top 527.8%

WCBRStockIVV

not top 5AAPL7.9%

7.0%ZSnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

6.1%Snot top 5

5.8%NTSKnot top 5

5.8%CRWDnot top 5

5.7%TENBnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.1%

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

WCBR vs IVV Returns, Every Period

WisdomTreeWCBR

+7.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

WCBRIVVFaded: behind in that period

3–1WCBR wins

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

Thematic vs Core: WCBR vs IVV

YTD

WisdomTreeWCBR

+49.9%

IVViShares

+8.7%

+49.9%Year to date+8.7%

−29.1%Worst drop · 1Y−8.9%

41.5%Volatility · 1Y13.6%

0.0%Yield1.1%

$213MAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, WCBR, SPY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

WCBR0.45%$45

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

Yields: IVV, WCBR, SPY, SPYM

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.05%$105

SPY1.03%$103

WCBR0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: IVV, WCBR, SPY, SPYM

Today

99.9%most shared, IVV and SPYM

IVVWCBRSPYSPYM

IVV—1.1%99.9%99.9%

WCBR1.1%—1.1%1.1%

SPY99.9%1.1%—99.9%

SPYM99.9%1.1%99.9%—

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

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

WCBRWorst drop−29.1%41.5% vol

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

Paid More vs Made More

YTD

IVVWCBR

+8.7%Year to date+49.9%

1.1%Yield0.0%

+9.8%Past year+37.3%

0.03%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026