Compare · 3 funds side by side · dividends reinvested

IWX, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,100IWX · best of the three

02 / 04

IWX, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Top 200 Value ETFUS Stock Styles · Value0.20%1.36%+24.7%+29.6%+23.3%+12.6%−6.6%11.3%$4.0B1.3

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%$182B2.3

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%$853B2.5

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: IWX 2009 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Top 200 Value ETF · $4.0B$18,100

IWX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 54.1% in common

IWXMeasureSPYM

+24.7%Year to dateJan 1 → Nov 6+8.8%

+29.6%1 yearTotal return+9.8%

+23.3%3 years · per year$10,000 became $18,741 · $18,082+21.8%

+12.6%5 years · per year$10,000 became $18,100 · $17,192+11.4%

0.20%Expense ratio$20 · $2 a year on $10k · lower is better0.02%

1.36%Trailing 12-mo yield$136 · $105 a year on $10k1.05%

−6.6%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer13.6%

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

7–1IWX wins

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

More Ways to See the Pairs

IWX vs SPYM: Top 5 Holdings

Today

IWX

31.1%in top 5

SPYM

in top 527.8%

IWXStockSPYM

8.4%AMZN4.0%

8.3%AAPL7.9%

7.2%MSFT6.3%

not top 5NVDA6.9%

3.9%BRK-Bnot top 5

3.3%JPMnot top 5

not top 5GOOGL2.6%

Held in common54.1%

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

IWX vs SPYM Returns, Every Period

iSharesIWX

+12.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IWXSPYMFaded: behind in that period

4–0IWX wins

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

Stocks vs Core: IWX vs IVV

YTD

iSharesIWX

+24.7%

IVViShares

+8.7%

+24.7%Year to date+8.7%

−6.6%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.6%

1.4%Yield1.1%

$4.0BAssets$853B

4–0IWX wins

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

Cost, Income and Risk

Fees: IWX, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

IWX0.20%$20

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

Yields: IWX, SPYM, IVV

1.36%highest, IWX

FundTrailing yieldYield$10k

IWX1.36%$136

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$116most kept, IWX

IWX$136 − $20 = $116

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: IWX, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

IWXSPYMIVV

IWX—54.1%54.1%

SPYM54.1%—99.9%

IVV54.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+29.6%IWX, at 11.3% volatility

IWXWorst drop−6.6%11.3% 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

IWXSPYM

+24.7%Year to date+8.8%

1.4%Yield1.1%

+29.6%Past year+9.8%

0.20%Fee0.02%

3–1IWX 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%

$182BAssets$819B

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