Compare · 3 funds side by side · dividends reinvested

IVV, XLV and SPYM

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,429SPYM · best of the three

Story of the three · IncomeMost incomeXLV · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

IVV, XLV 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%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B2.1

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.5%+31.4%+15.9%+8.8%−10.5%16.9%$49.7B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: IVV 2000 · XLV 1998 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,414

IVV

XLV

State Street Health Care Select Sector SPDR ETF · $49.7B$15,232

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

IVVMeasure

More Ways to See the Pairs

IVV vs XLV: Top 5 Holdings

Today

IVV

27.3%in top 5

XLV

in top 544.7%

IVVStockXLV

not top 5LLY16.6%

not top 5JNJ10.0%

7.9%AAPLnot top 5

not top 5ABBV7.6%

6.6%NVDAnot top 5

Cost, Income and Risk

Fees: IVV, XLV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

XLV0.08%$8

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

Yields: IVV, XLV, SPYM

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

XLV

+10.9%Year to dateJan 1 → Nov 10+23.5%

+13.0%1 yearTotal return+31.4%

+21.5%3 years · per year$10,000 became $17,934 · $15,584+15.9%

+11.7%5 years · per year$10,000 became $17,414 · $15,232+8.8%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.11%Trailing 12-mo yield$111 · $135 a year on $10k1.35%

−8.9%Worst dropSmaller is better−10.5%

13.8%VolatilityLower is calmer16.9%

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

5–3IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.2%MSFTnot top 5

not top 5MRK5.4%

not top 5UNH5.2%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common10.5%

End-of-day Nov 10, 2026 · share of each fund

IVV vs XLV Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

XLVSPDR

+8.8%

5 years, per year

IVVXLVFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Sector: IVV vs XLV

YTD

iSharesIVV

+10.9%

XLVSPDR

+23.5%

+10.9%Year to date+23.5%

−8.9%Worst drop · 1Y−10.5%

13.8%Volatility · 1Y16.9%

1.1%Yield1.4%

$875BAssets$49.7B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.35%highest, XLV

FundTrailing yieldYield$10k

XLV1.35%$135

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$127most kept, XLV

XLV$135 − $8 = $127

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVV, XLV, SPYM

Today

99.9%most shared, IVV and SPYM

IVVXLVSPYM

IVV—10.5%99.9%

XLV10.5%—10.5%

SPYM99.9%10.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+31.4%XLV, at 16.9% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

XLVWorst drop−10.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLVSPYM

+23.5%Year to date+10.9%

1.4%Yield1.0%

+31.4%Past year+13.1%

0.08%Fee0.02%

3–1XLV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IVV, XLV and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three