Compare · 3 funds side by side · dividends reinvested

PBUS, SPYM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

PBUS, 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B1.9

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.01%+12.1%+12.4%+22.0%+11.4%−9.0%13.9%$10.5B2.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: PBUS 2017 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco MSCI USA ETF · $10.5B$17,171

PBUS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 96.5% in common

PBUS

More Ways to See the Pairs

PBUS vs SPYM: Top 5 Holdings

Today

PBUS

26.4%in top 5

SPYM

in top 526.9%

PBUSStockSPYM

7.9%AAPL7.8%

6.0%NVDA6.3%

5.8%MSFT6.1%

4.1%AMZN4.1%

2.6%

Cost, Income and Risk

Fees: PBUS, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

PBUS0.04%$4

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PBUS, SPYM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SPYM

+12.1%Year to dateJan 1 → Nov 11+12.4%

+12.4%1 yearTotal return+12.8%

+22.0%3 years · per year$10,000 became $18,137 · $18,134+21.9%

+11.4%5 years · per year$10,000 became $17,171 · $17,537+11.9%

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

1.01%Trailing 12-mo yield$101 · $102 a year on $10k1.02%

−9.0%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.7%

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

1–7SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOGL

2.6%

Held in common96.5%

End-of-day Nov 11, 2026 · share of each fund

PBUS vs SPYM Returns, Every Period

5Y

InvescoPBUS

+11.4%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

PBUSSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: PBUS vs IVV

YTD

InvescoPBUS

+12.1%

IVViShares

+12.3%

+12.1%Year to date+12.3%

−9.0%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.7%

1.0%Yield1.1%

$10.5BAssets$872B

4–0IVV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

SPYM1.02%$102

PBUS1.01%$101

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

PBUS$101 − $4 = $97

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PBUS, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

PBUSSPYMIVV

PBUS—96.5%96.5%

SPYM96.5%—99.9%

IVV96.5%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

PBUSWorst drop−9.0%13.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+12.3%Year to date+12.4%

1.1%Yield1.0%

+12.7%Past year+12.8%

0.03%Fee0.02%

3–1SPYM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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PBUS, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three