Compare · 3 funds side by side · dividends reinvested

MFEM, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

MFEM, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$853B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETFInternational · Emerging0.49%2.46%+13.2%+15.2%+18.1%+6.6%−18.5%24.8%$137M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: MFEM 2017 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF · $137M$13,783

MFEM

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

MFEMMeasureSPY

+13.2%Year to dateJan 1 → Nov 9+11.2%

+15.2%1 yearTotal return+13.5%

+18.1%3 years · per year$10,000 became $16,453 · $18,118+21.9%

+6.6%5 years · per year$10,000 became $13,783 · $17,493+11.8%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

2.46%Trailing 12-mo yield$246 · $101 a year on $10k1.01%

−18.5%Worst dropSmaller is better−8.9%

24.8%VolatilityLower is calmer13.7%

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

3–5SPY wins

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

More Ways to See the Pairs

MFEM vs SPY: Top 5 Holdings

Today

MFEM

1.5%in top 5

SPY

in top 527.8%

MFEMStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.6%YUMCnot top 5

0.3%FNnot top 5

0.3%SIMOnot top 5

0.2%VIPSnot top 5

0.1%SBLKnot top 5

Held in common0.0%

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

MFEM vs SPY Returns, Every Period

PIMCOMFEM

+6.6%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

MFEMSPYFaded: behind in that period

2–2Level

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

International vs Core: MFEM vs IVV

YTD

PIMCOMFEM

+13.2%

IVViShares

+11.3%

+13.2%Year to date+11.3%

−18.5%Worst drop · 1Y−8.9%

24.8%Volatility · 1Y13.8%

2.5%Yield1.1%

$137MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: MFEM, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MFEM0.49%$49

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

Yields: MFEM, SPY, IVV

2.46%highest, MFEM

FundTrailing yieldYield$10k

MFEM2.46%$246

IVV1.11%$111

SPY1.01%$101

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

Income After Fees on $10,000

$197most kept, MFEM

MFEM$246 − $49 = $197

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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

Overlap: MFEM, SPY, IVV

Today

99.9%most shared, SPY and IVV

MFEMSPYIVV

MFEM—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+15.2%MFEM, at 24.8% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

MFEMWorst drop−18.5%24.8% vol

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

Paid More vs Made More

YTD

MFEMIVV

+13.2%Year to date+11.3%

2.5%Yield1.1%

+15.2%Past year+13.6%

0.49%Fee0.03%

3–1MFEM 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$853B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026