Compare · 3 funds side by side · dividends reinvested

KBWP, SPYM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,632KBWP · best of the three

Story of the three · IncomeMost incomeKBWP · 1.72% · $172 a year on $10k

Story of the three · RiskSmallest drop

KBWP, SPYM 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%$179B1.8

Invesco KBW Property & Casualty Insurance ETFSectors · Financials0.35%1.72%+13.6%+20.1%+19.2%+14.4%−12.0%18.3%$305M2.0

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%$875B2.3

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: KBWP 2010 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco KBW Property & Casualty Insurance ETF · $305M$19,632

KBWP

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

KBWP

More Ways to See the Pairs

KBWP vs SPYM: Top 5 Holdings

Today

KBWP

40.2%in top 5

SPYM

in top 527.3%

KBWPStockSPYM

8.2%TRVnot top 5

8.1%MRSHnot top 5

8.1%CBnot top 5

7.9%AONnot top 5

7.9%PGRnot top 5

Cost, Income and Risk

Fees: KBWP, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

KBWP0.35%$35

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

Yields: KBWP, SPYM, IVV

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%

Measure

SPYM

+13.6%Year to dateJan 1 → Nov 10+10.9%

+20.1%1 yearTotal return+13.1%

+19.2%3 years · per year$10,000 became $16,924 · $17,936+21.5%

+14.4%5 years · per year$10,000 became $19,632 · $17,429+11.8%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

1.72%Trailing 12-mo yield$172 · $103 a year on $10k1.03%

−12.0%Worst dropSmaller is better−8.9%

18.3%VolatilityLower is calmer13.7%

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

4–4Level

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

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.4%

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

KBWP vs SPYM Returns, Every Period

5Y

InvescoKBWP

+14.4%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

KBWPSPYMFaded: behind in that period

3–1KBWP wins

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

Sector vs Core: KBWP vs IVV

YTD

InvescoKBWP

+13.6%

IVViShares

+10.9%

+13.6%Year to date+10.9%

−12.0%Worst drop · 1Y−8.9%

18.3%Volatility · 1Y13.8%

1.7%Yield1.1%

$305MAssets$875B

2–2level

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

1Y

1.72%highest, KBWP

FundTrailing yieldYield$10k

KBWP1.72%$172

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

1Y

$137most kept, KBWP

KBWP$172 − $35 = $137

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: KBWP, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

KBWPSPYMIVV

KBWP—1.4%1.4%

SPYM1.4%—99.9%

IVV1.4%99.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+20.1%KBWP, at 18.3% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

KBWPWorst drop−12.0%18.3% vol

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

Paid More vs Made More

YTD

KBWPSPYM

+13.6%Year to date+10.9%

1.7%Yield1.0%

+20.1%Past year+13.1%

0.35%Fee0.02%

3–1KBWP 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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KBWP, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three