Compare · 3 funds side by side · dividends reinvested

PSL, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

PSL, 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.9

Invesco Dorsey Wright Consumer Staples Momentum ETFSectors · Consumer0.76%0.69%+16.4%+14.2%+14.5%+6.5%−9.2%14.0%$80M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: PSL 2006 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Consumer Staples Momentum ETF · $80M$13,705

PSL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

PSLMeasureSPYM

+16.4%Year to dateJan 1 → Nov 4+13.4%

+14.2%1 yearTotal return+13.5%

+14.5%3 years · per year$10,000 became $14,999 · $19,186+24.3%

+6.5%5 years · per year$10,000 became $13,705 · $18,126+12.6%

0.76%Expense ratio$76 · $2 a year on $10k · lower is better0.02%

0.69%Trailing 12-mo yield$69 · $101 a year on $10k1.01%

−9.2%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer12.8%

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

2–6SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSL vs SPYM: Top 5 Holdings

Today

PSL

18.8%in top 5

SPYM

in top 527.3%

PSLStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

4.1%CASYnot top 5

3.8%USFDnot top 5

not top 5AMZN3.8%

3.7%ELnot top 5

3.7%BJnot top 5

3.6%PMnot top 5

not top 5GOOGL2.5%

Held in common3.0%

End-of-day Nov 4, 2026 · share of each fund

PSL vs SPYM Returns, Every Period

InvescoPSL

+6.5%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

PSLSPYMFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Core: PSL vs IVV

YTD

InvescoPSL

+16.4%

IVViShares

+13.4%

+16.4%Year to date+13.4%

−9.2%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y12.9%

0.7%Yield1.1%

$80.1MAssets$887B

3–1IVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSL, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

PSL0.76%$76

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PSL, SPYM, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SPYM1.01%$101

PSL0.69%$69

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

PSL$69 − $76 = −$7

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PSL, SPYM, IVV

Today

99.8%most shared, SPYM and IVV

PSLSPYMIVV

PSL—3.0%3.0%

SPYM3.0%—99.8%

IVV3.0%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.2%PSL, at 14.0% volatility

SPYMWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

PSLWorst drop−9.2%14.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IVVPSL

+13.4%Year to date+16.4%

1.1%Yield0.7%

+13.5%Past year+14.2%

0.03%Fee0.76%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026