Compare · 3 funds side by side · dividends reinvested

ORCS, 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

ORCS, 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%$182B1.6

Direxion Daily ORCL Bear 1X ETFSingle-Stock Leverage0.99%1.77%+28.0%[…][…][…][…][…]$8M1.7

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%$853B1.9

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: ORCS 2025 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

ORCS

Direxion Daily ORCL Bear 1X ETF · $8M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureORCS

+8.7%Year to dateJan 1 → Nov 6+28.0%

+9.8%1 yearTotal return[…]

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $99 a year on $10k · lower is better0.99%

1.14%Trailing 12-mo yield$114 · $177 a year on $10k1.77%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

1–2ORCS wins

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

More Ways to See the Pairs

IVV vs ORCS: Top 5 Holdings

Today

IVV

27.8%in top 5

ORCS

in top 5[…]

IVVStockORCS

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs ORCS Returns, Every Period

iSharesIVV

+9.8%

past year

ORCSDirexion

[…]

past year

IVVORCSFaded: behind in that period

0–1ORCS wins

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

Core vs Single-Stock Leverage: IVV vs ORCS

YTD

iSharesIVV

+8.7%

ORCSDirexion

+28.0%

+8.7%Year to date+28.0%

−8.9%Worst drop · 1Y[…]

13.6%Volatility · 1Y[…]

1.1%Yield1.8%

$853BAssets$7.8M

2–0ORCS wins

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

Cost, Income and Risk

Fees: ORCS, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

ORCS0.99%$99

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

Yields: ORCS, SPYM, IVV

1.77%highest, ORCS

FundTrailing yieldYield$10k

ORCS1.77%$177

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

SPYM$105 − $2 = $103

ORCS$177 − $99 = $78

KeptFee

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

Overlap: ORCS, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

ORCSSPYMIVV

ORCS—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

ORCSWorst drop[…][…]

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

Paid More vs Made More

YTD

ORCSSPYM

+28.0%Year to date+8.8%

1.8%Yield1.1%

[…]Past year+9.8%

0.99%Fee0.02%

2–1ORCS 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$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