Compare · 3 funds side by side · dividends reinvested

LGDS, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

LGDS, 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

JPMorgan Fundamental Data Science Large Growth ETFUS Stock Styles · Growth0.40%0.00%[…][…][…][…][…][…]$990M3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: LGDS 2003 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Growth ETF · $990M[…]

LGDS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 54.7% in common

LGDSMeasureSPYM

[…]Year to dateJan 1 → Nov 9+11.3%

[…]1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

0–2SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LGDS vs SPYM: Top 5 Holdings

Today

LGDS

41.1%in top 5

SPYM

in top 527.8%

LGDSStockSPYM

14.9%NVDA7.1%

8.5%AAPL7.9%

7.7%GOOGL2.6%

5.8%MSFT6.2%

4.3%AVGOnot top 5

not top 5AMZN4.0%

Held in common54.7%

End-of-day Nov 9, 2026 · share of each fund

LGDS vs SPYM Returns, Every Period

J.P. MorganLGDS

[…]

past year

SPYMSPDR

+13.6%

past year

Returns […]

LGDSSPYMFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: LGDS vs IVV

YTD

J.P. MorganLGDS

[…]

IVViShares

+11.3%

[…]Year to date+11.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.8%

0.0%Yield1.1%

$990MAssets$875B

1–0IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LGDS, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

LGDS0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LGDS, SPYM, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

LGDS0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

LGDS$0 − $40 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LGDS, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

LGDSSPYMIVV

LGDS—54.7%54.7%

SPYM54.7%—99.9%

IVV54.7%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

LGDSWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+11.3%Year to date+11.3%

1.1%Yield1.0%

+13.6%Past year+13.6%

0.03%Fee0.02%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026