Compare · 3 funds side by side · dividends reinvested

RTH, 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

RTH, 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%$179B1.8

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%$875B2.0

VanEck Retail ETFSectors · Consumer0.35%0.85%+13.5%+14.3%+19.4%+9.8%−8.7%14.7%$256M2.3

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: RTH 2011 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Retail ETF · $256M$15,934

RTH

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

RTHMeasureSPYM

+13.5%Year to dateJan 1 → Nov 9+11.3%

+14.3%1 yearTotal return+13.6%

+19.4%3 years · per year$10,000 became $17,033 · $18,161+22.0%

+9.8%5 years · per year$10,000 became $15,934 · $17,553+11.9%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

0.85%Trailing 12-mo yield$85 · $103 a year on $10k1.03%

−8.7%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.7%

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

3–5SPYM wins

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

More Ways to See the Pairs

RTH vs SPYM: Top 5 Holdings

Today

RTH

50.8%in top 5

SPYM

in top 527.8%

RTHStockSPYM

19.0%AMZN4.0%

12.4%WMTnot top 5

9.4%COSTnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.1%HDnot top 5

5.0%TJXnot top 5

not top 5GOOGL2.6%

Held in common8.1%

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

RTH vs SPYM Returns, Every Period

VanEckRTH

+9.8%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

RTHSPYMFaded: behind in that period

2–2Level

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

Sector vs Core: RTH vs IVV

YTD

VanEckRTH

+13.5%

IVViShares

+11.3%

+13.5%Year to date+11.3%

−8.7%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y13.8%

0.9%Yield1.1%

$256MAssets$875B

2–2level

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

Cost, Income and Risk

Fees: RTH, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

RTH0.35%$35

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

Yields: RTH, SPYM, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

RTH0.85%$85

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

RTH$85 − $35 = $50

KeptFee

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

Overlap: RTH, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

RTHSPYMIVV

RTH—8.1%8.1%

SPYM8.1%—99.9%

IVV8.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+14.3%RTH, at 14.7% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

RTHWorst drop−8.7%14.7% vol

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

Paid More vs Made More

YTD

IVVRTH

+11.3%Year to date+13.5%

1.1%Yield0.9%

+13.6%Past year+14.3%

0.03%Fee0.35%

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