Compare · 3 funds side by side · dividends reinvested

MVAL, SPYM and IVV

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

02 / 04

MVAL, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.8

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.56%+12.2%+18.5%[…][…]−12.2%15.1%$3M2.0

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%$850B2.0

Rank among the three1st → 3rdFee, 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: MVAL 2024 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

MVAL

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

MVALMeasureSPYM

+12.2%Year to dateJan 1 → Nov 6+8.8%

+18.5%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

1.56%Trailing 12-mo yield$156 · $105 a year on $10k1.05%

−12.2%Worst dropSmaller is better−8.9%

15.1%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

MVAL vs SPYM: Top 5 Holdings

Today

MVAL

24.6%in top 5

SPYM

in top 527.8%

MVALStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.2%GEHCnot top 5

5.0%BRnot top 5

4.8%BF-Bnot top 5

4.8%DHRnot top 5

4.8%ZBHnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common10.1%

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

MVAL vs SPYM Returns, Every Period

VanEckMVAL

+18.5%

past year

SPYMSPDR

+9.8%

past year

MVALSPYMFaded: behind in that period

2–0MVAL wins

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

Stocks vs Core: MVAL vs IVV

YTD

VanEckMVAL

+12.2%

IVViShares

+8.7%

+12.2%Year to date+8.7%

−12.2%Worst drop · 1Y−8.9%

15.1%Volatility · 1Y13.6%

1.6%Yield1.1%

$3.1MAssets$850B

2–2level

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

Cost, Income and Risk

Fees: MVAL, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

MVAL0.50%$50

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

Yields: MVAL, SPYM, IVV

1.56%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.56%$156

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

MVAL$156 − $50 = $106

SPYM$105 − $2 = $103

KeptFee

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

Overlap: MVAL, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

MVALSPYMIVV

MVAL—10.1%10.1%

SPYM10.1%—99.9%

IVV10.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+18.5%MVAL, at 15.1% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

MVALWorst drop−12.2%15.1% vol

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

Paid More vs Made More

YTD

MVALSPYM

+12.2%Year to date+8.8%

1.6%Yield1.1%

+18.5%Past year+9.8%

0.50%Fee0.02%

3–1MVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

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