Compare · 4 funds side by side · dividends reinvested

MBB, SPYM, SPY and IVV

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,192SPYM · best of the four

02 / 04

MBB, SPYM, SPY 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.3

iShares MBS ETFBonds & Cash · Mortgage0.04%4.43%+0.3%+1.3%+6.0%+0.3%−5.4%4.9%$36.0B2.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: MBB 2007 · SPYM 2005 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MBS ETF · $36.0B$10,167

MBB

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested

MBBMeasureSPYM

+0.3%Year to dateJan 1 → Nov 6+8.8%

+1.3%1 yearTotal return+9.8%

+6.0%3 years · per year$10,000 became $11,914 · $18,082+21.8%

+0.3%5 years · per year$10,000 became $10,167 · $17,192+11.4%

0.04%Expense ratio$4 · $2 a year on $10k · lower is better0.02%

4.43%Trailing 12-mo yield$443 · $105 a year on $10k1.05%

−5.4%Worst dropSmaller is better−8.9%

4.9%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MBB vs SPYM: Top 5 Holdings

Today

MBB

[…]in top 5

SPYM

in top 527.8%

MBBStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

MBB vs SPYM Returns, Every Period

iSharesMBB

+0.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

MBBSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Core: MBB vs IVV

YTD

iSharesMBB

+0.3%

IVViShares

+8.7%

+0.3%Year to date+8.7%

−5.4%Worst drop · 1Y−8.9%

4.9%Volatility · 1Y13.6%

4.4%Yield1.1%

$36.0BAssets$853B

3–1MBB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MBB, SPYM, SPY, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

MBB0.04%$4

SPY0.09%$9

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MBB, SPYM, SPY, IVV

4.43%highest, MBB

FundTrailing yieldYield$10k

MBB4.43%$443

IVV1.14%$114

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$439most kept, MBB

MBB$443 − $4 = $439

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MBB, SPYM, SPY, IVV

Today

99.9%most shared, SPYM and IVV

MBBSPYMSPYIVV

MBB—[…][…][…]

SPYM[…]—99.9%99.9%

SPY[…]99.9%—99.9%

IVV[…]99.9%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.8%SPYM, at 13.6% volatility

MBBWorst drop−5.4%4.9% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MBBSPYM

+0.3%Year to date+8.8%

4.4%Yield1.1%

+1.3%Past year+9.8%

0.04%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026