Compare · 3 funds side by side · dividends reinvested

MATR, IVV and SPYM

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

02 / 04

MATR, IVV and SPYM, 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%$179B1.8

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%$875B2.0

Harbor Multi-Asset Explorer ETFUnsorted0.80%2.89%+2.4%+4.8%+14.3%[…]−7.7%11.9%$10M2.1

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: MATR 2023 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Multi-Asset Explorer ETF · $10M[…]

MATR

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MATRMeasureSPYM

+2.4%Year to dateJan 1 → Nov 9+11.3%

+4.8%1 yearTotal return+13.6%

+14.3%3 years · per year$10,000 became $14,914 · $18,161+22.0%

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

0.80%Expense ratio$80 · $2 a year on $10k · lower is better0.02%

2.89%Trailing 12-mo yield$289 · $103 a year on $10k1.03%

−7.7%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer13.7%

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

3–4SPYM wins

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

More Ways to See the Pairs

MATR vs SPYM: Top 5 Holdings

Today

MATR

50.1%in top 5

SPYM

in top 527.8%

MATRStockSPYM

15.3%IVVnot top 5

9.9%VGKnot top 5

9.6%IEMGnot top 5

7.9%FLJPnot top 5

not top 5AAPL7.9%

7.5%QQQMnot top 5

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

MATR vs SPYM Returns, Every Period

HarborMATR

+4.8%

past year

SPYMSPDR

+13.6%

past year

MATRSPYMFaded: behind in that period

0–3SPYM wins

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

Unsorted vs Core: MATR vs IVV

YTD

HarborMATR

+2.4%

IVViShares

+11.3%

+2.4%Year to date+11.3%

−7.7%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y13.8%

2.9%Yield1.1%

$9.8MAssets$875B

3–1MATR wins

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

Cost, Income and Risk

Fees: MATR, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

MATR0.80%$80

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

Yields: MATR, IVV, SPYM

2.89%highest, MATR

FundTrailing yieldYield$10k

MATR2.89%$289

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

$209most kept, MATR

MATR$289 − $80 = $209

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: MATR, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

MATRIVVSPYM

MATR—0.0%0.0%

IVV0.0%—99.9%

SPYM0.0%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

MATRWorst drop−7.7%11.9% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

MATRSPYM

+2.4%Year to date+11.3%

2.9%Yield1.0%

+4.8%Past year+13.6%

0.80%Fee0.02%

3–1SPYM wins

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