Compare · 3 funds side by side · dividends reinvested

MATR, 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

MATR, 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B2.0

Harbor Multi-Asset Explorer ETFUnsorted0.80%2.85%+3.9%+5.3%+15.7%[…]−6.2%11.2%$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 5, 2026 · returns include dividends · since: MATR 2023 · SPYM 2005 · IVV 2000

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 · $182B$17,164

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

MATRMeasureSPYM

+3.9%Year to dateJan 1 → Nov 5+13.4%

+5.3%1 yearTotal return+13.5%

+15.7%3 years · per year$10,000 became $15,504 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

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

2.85%Trailing 12-mo yield$285 · $101 a year on $10k1.01%

−6.2%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer12.8%

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

3–4SPYM wins

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

More Ways to See the Pairs

MATR vs SPYM: Top 5 Holdings

Today

MATR

45.9%in top 5

SPYM

in top 527.7%

MATRStockSPYM

14.8%IVVnot top 5

9.3%IEMGnot top 5

8.0%FLJPnot top 5

not top 5AAPL7.7%

7.3%QQQMnot top 5

not top 5NVDA7.3%

6.5%VGKnot top 5

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

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

MATR vs SPYM Returns, Every Period

HarborMATR

+5.3%

past year

SPYMSPDR

+13.5%

past year

MATRSPYMFaded: behind in that period

0–3SPYM wins

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

Unsorted vs Core: MATR vs IVV

YTD

HarborMATR

+3.9%

IVViShares

+13.4%

+3.9%Year to date+13.4%

−6.2%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y12.9%

2.8%Yield1.1%

$10.2MAssets$887B

3–1MATR wins

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

Cost, Income and Risk

Fees: MATR, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

MATR0.80%$80

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

Yields: MATR, SPYM, IVV

2.85%highest, MATR

FundTrailing yieldYield$10k

MATR2.85%$285

IVV1.09%$109

SPYM1.01%$101

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

Income After Fees on $10,000

$205most kept, MATR

MATR$285 − $80 = $205

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

KeptFee

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

Overlap: MATR, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

MATRSPYMIVV

MATR—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

MATRWorst drop−6.2%11.2% vol

SPYMWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

MATRSPYM

+3.9%Year to date+13.4%

2.8%Yield1.0%

+5.3%Past year+13.5%

0.80%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026