Compare · 3 funds side by side · dividends reinvested

ROE, 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

ROE, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Astoria US Equal Weight Quality Kings ETFUS Stock Styles · Equal weight0.49%0.86%+20.8%+23.6%+23.7%[…]−8.7%15.8%$243M1.9

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%$179B1.9

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%$875B2.1

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: ROE 2023 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Astoria US Equal Weight Quality Kings ETF · $243M[…]

ROE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 29.1% in common

ROEMeasureSPYM

+20.8%Year to dateJan 1 → Nov 9+11.3%

+23.6%1 yearTotal return+13.6%

+23.7%3 years · per year$10,000 became $18,943 · $18,161+22.0%

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

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

0.86%Trailing 12-mo yield$86 · $103 a year on $10k1.03%

−8.7%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer13.7%

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

4–3ROE wins

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

More Ways to See the Pairs

ROE vs SPYM: Top 5 Holdings

Today

ROE

6.8%in top 5

SPYM

in top 527.8%

ROEStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.5%PTCnot top 5

1.4%GENnot top 5

1.4%HASnot top 5

1.3%MCKnot top 5

1.3%SNnot top 5

Held in common29.1%

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

ROE vs SPYM Returns, Every Period

AstoriaROE

+23.6%

past year

SPYMSPDR

+13.6%

past year

ROESPYMFaded: behind in that period

3–0ROE wins

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

Stocks vs Core: ROE vs IVV

YTD

AstoriaROE

+20.8%

IVViShares

+11.3%

+20.8%Year to date+11.3%

−8.7%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.8%

0.9%Yield1.1%

$243MAssets$875B

2–2level

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

Cost, Income and Risk

Fees: ROE, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

ROE0.49%$49

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

Yields: ROE, SPYM, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

ROE0.86%$86

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

ROE$86 − $49 = $37

KeptFee

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

Overlap: ROE, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

ROESPYMIVV

ROE—29.1%29.1%

SPYM29.1%—99.9%

IVV29.1%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.6%ROE, at 15.8% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

ROEWorst drop−8.7%15.8% vol

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

Paid More vs Made More

YTD

IVVROE

+11.3%Year to date+20.8%

1.1%Yield0.9%

+13.6%Past year+23.6%

0.03%Fee0.49%

2–2level

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