Compare · 4 funds side by side · dividends reinvested

IWS, SPYM, SPY and IVV

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

Story of the four · IncomeMost incomeIWS · 1.28% · $128 a year on $10k

Story of the four · RiskSmallest drop

IWS, SPYM, SPY and IVV, 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%$179B2.0

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.28%+23.3%+26.2%+20.2%+9.2%−7.5%13.5%$14.7B2.1

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%$875B2.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B3.3

Rank among the four1st → 4thFee, 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: IWS 2001 · SPYM 2005 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell Mid-Cap Value ETF · $14.7B$15,497

IWS

More Ways to See the Pairs

IWS vs SPYM: Top 5 Holdings

Today

IWS

3.7%in top 5

SPYM

in top 527.3%

IWSStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: IWS, SPYM, SPY, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

IWS0.23%$23

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

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,429

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

IWSMeasureSPYM

+23.3%Year to dateJan 1 → Nov 10+10.9%

+26.2%1 yearTotal return+13.1%

+20.2%3 years · per year$10,000 became $17,350 · $17,936+21.5%

+9.2%5 years · per year$10,000 became $15,498 · $17,429+11.8%

0.23%Expense ratio$23 · $2 a year on $10k · lower is better0.02%

1.28%Trailing 12-mo yield$128 · $103 a year on $10k1.03%

−7.5%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.7%

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

5–3IWS wins

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

2.6%

0.9%MRNAnot top 5

0.9%PSXnot top 5

0.6%DLRnot top 5

0.6%ALLnot top 5

0.6%HPEnot top 5

Held in common12.1%

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

IWS vs SPYM Returns, Every Period

5Y

iSharesIWS

+9.2%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

IWSSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: IWS vs IVV

YTD

iSharesIWS

+23.3%

IVViShares

+10.9%

+23.3%Year to date+10.9%

−7.5%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.8%

1.3%Yield1.1%

$14.7BAssets$875B

4–0IWS wins

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

Yields: IWS, SPYM, SPY, IVV

1Y

1.28%highest, IWS

FundTrailing yieldYield$10k

IWS1.28%$128

IVV1.11%$111

SPYM1.03%$103

SPY1.01%$101

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

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

IWS$128 − $23 = $105

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: IWS, SPYM, SPY, IVV

Today

99.9%most shared, SPYM and IVV

IWSSPYMSPYIVV

IWS—12.1%12.1%12.1%

SPYM12.1%—99.9%99.9%

SPY12.1%99.9%—99.9%

IVV12.1%99.9%99.9%—

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

Return vs Bumpiness: 4 ETFs

1Y

+26.2%IWS, at 13.5% volatility

IWSWorst drop−7.5%13.5% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

IWSSPYM

+23.3%Year to date+10.9%

1.3%Yield1.0%

+26.2%Past year+13.1%

0.23%Fee0.02%

3–1IWS wins

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

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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IWS, SPYM, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four