Compare · 3 funds side by side · dividends reinvested

OAIM, SPYM and IVV

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

02 / 04

OAIM, 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.5

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%$875B1.8

OneAscent International Equity ETFInternational · Ex-US broad0.95%0.89%+10.1%+16.1%+19.5%[…]−11.1%19.7%$373M2.7

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: OAIM 2022 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

OneAscent International Equity ETF · $373M[…]

OAIM

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

OAIMMeasureSPYM

+10.1%Year to dateJan 1 → Nov 9+11.3%

+16.1%1 yearTotal return+13.6%

+19.5%3 years · per year$10,000 became $17,084 · $18,161+22.0%

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

0.95%Expense ratio$95 · $2 a year on $10k · lower is better0.02%

0.89%Trailing 12-mo yield$89 · $103 a year on $10k1.03%

−11.1%Worst dropSmaller is better−8.9%

19.7%VolatilityLower is calmer13.7%

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

1–6SPYM wins

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

More Ways to See the Pairs

OAIM vs SPYM: Top 5 Holdings

Today

OAIM

19.8%in top 5

SPYM

in top 527.8%

OAIMStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.9%2330.TWnot top 5

4.1%AGS.BRnot top 5

not top 5AMZN4.0%

3.9%LGEN.Lnot top 5

3.6%8630.Tnot top 5

3.3%EBP.WAnot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

OAIM vs SPYM Returns, Every Period

OneAscentOAIM

+16.1%

past year

SPYMSPDR

+13.6%

past year

OAIMSPYMFaded: behind in that period

1–2SPYM wins

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

International vs Core: OAIM vs IVV

YTD

OneAscentOAIM

+10.1%

IVViShares

+11.3%

+10.1%Year to date+11.3%

−11.1%Worst drop · 1Y−8.9%

19.7%Volatility · 1Y13.8%

0.9%Yield1.1%

$373MAssets$875B

4–0IVV wins

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

Cost, Income and Risk

Fees: OAIM, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

OAIM0.95%$95

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

Yields: OAIM, SPYM, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

OAIM0.89%$89

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

OAIM$89 − $95 = −$6

KeptFee

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

Overlap: OAIM, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

OAIMSPYMIVV

OAIM—0.0%0.0%

SPYM0.0%—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

+16.1%OAIM, at 19.7% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

OAIMWorst drop−11.1%19.7% vol

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

Paid More vs Made More

YTD

IVVSPYM

+11.3%Year to date+11.3%

1.1%Yield1.0%

+13.6%Past year+13.6%

0.03%Fee0.02%

1–1level

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