Compare · 4 funds side by side · dividends reinvested

IVV, WCEO, SPYM and SPY

IVViShares×WCEOHypatia Capital×SPYMSPDR×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,164SPYM · best of the four

02 / 04

IVV, WCEO, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.4

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.5%+20.7%+18.6%[…]−7.3%14.3%$14M2.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+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 5, 2026 · returns include dividends · since: IVV 2000 · WCEO 2023 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

SPYM

IVV

iShares Core S&P 500 ETF · $850B$17,151

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

SPYMMeasureIVV

+8.4%Year to dateJan 1 → Nov 5+8.4%

+9.8%1 yearTotal return+9.7%

+22.1%3 years · per year$10,000 became $18,222 · $18,221+22.1%

+11.4%5 years · per year$10,000 became $17,164 · $17,151+11.4%

0.02%Expense ratio$2 · $3 a year on $10k · lower is better0.03%

1.06%Trailing 12-mo yield$106 · $114 a year on $10k1.14%

−8.9%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

2–1SPYM wins

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

More Ways to See the Pairs

SPYM vs IVV: Top 5 Holdings

Today

SPYM

27.7%in top 5

IVV

in top 527.7%

SPYMStockIVV

7.7%AAPL7.7%

7.3%NVDA7.3%

6.2%MSFT6.2%

3.9%AMZN3.9%

2.6%GOOGL2.6%

Held in common99.9%

End-of-day Nov 5, 2026 · share of each fund

SPYM vs IVV Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

SPYMIVVFaded: behind in that period

1–0SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SPYM vs IVV

YTD

SPDRSPYM

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

1.1%Yield1.1%

$182BAssets$850B

0–0level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, WCEO, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

WCEO0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, WCEO, SPYM, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.06%$106

SPY1.03%$103

WCEO0.55%$55

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, WCEO, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IVVWCEOSPYMSPY

IVV—5.7%99.9%99.9%

WCEO5.7%—5.7%5.7%

SPYM99.9%5.7%—99.9%

SPY99.9%5.7%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.7%WCEO, at 14.3% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

WCEOWorst drop−7.3%14.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVWCEO

+8.4%Year to date+16.5%

1.1%Yield0.6%

+9.7%Past year+20.7%

0.03%Fee0.85%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026