Compare · 3 funds side by side · dividends reinvested

LIBD, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

LIBD, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.0

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFBonds & Cash · Treasuries0.25%3.89%−2.8%−5.0%[…][…]−11.0%8.3%$4M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: LIBD 2025 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETF · $4M[…]

LIBD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

LIBDMeasureSPYM

−2.8%Year to dateJan 1 → Nov 5+8.4%

−5.0%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.25%Expense ratio$25 · $2 a year on $10k · lower is better0.02%

3.89%Trailing 12-mo yield$389 · $106 a year on $10k1.06%

−11.0%Worst dropSmaller is better−8.9%

8.3%VolatilityLower is calmer13.6%

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

2–4SPYM wins

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

More Ways to See the Pairs

LIBD vs SPYM: Top 5 Holdings

Today

LIBD

[…]in top 5

SPYM

in top 527.7%

LIBDStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

LIBD vs SPYM Returns, Every Period

Stone RidgeLIBD

−5.0%

past year

SPYMSPDR

+9.8%

past year

LIBDSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Core: LIBD vs IVV

YTD

Stone RidgeLIBD

−2.8%

IVViShares

+8.4%

−2.8%Year to date+8.4%

−11.0%Worst drop · 1Y−8.9%

8.3%Volatility · 1Y13.6%

3.9%Yield1.1%

$4.0MAssets$887B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LIBD, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

LIBD0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LIBD, SPYM, IVV

3.89%highest, LIBD

FundTrailing yieldYield$10k

LIBD3.89%$389

IVV1.14%$114

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$364most kept, LIBD

LIBD$389 − $25 = $364

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LIBD, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

LIBDSPYMIVV

LIBD—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

LIBDWorst drop−11.0%8.3% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LIBDSPYM

−2.8%Year to date+8.4%

3.9%Yield1.1%

−5.0%Past year+9.8%

0.25%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026