Compare · 3 funds side by side · dividends reinvested

SCIO, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

SCIO, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

First Trust Structured Credit Income Opportunities ETFBonds & Cash · Corporate0.70%5.66%+1.9%+3.0%[…][…]−2.7%2.7%$573M2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCIO 2024 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Structured Credit Income Opportunities ETF · $573M[…]

SCIO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

SCIOMeasureSPYM

+1.9%Year to dateJan 1 → Nov 5+8.4%

+3.0%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.70%Expense ratio$70 · $2 a year on $10k · lower is better0.02%

5.66%Trailing 12-mo yield$566 · $106 a year on $10k1.06%

−2.7%Worst dropSmaller is better−8.9%

2.7%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

SCIO vs SPYM: Top 5 Holdings

Today

SCIO

[…]in top 5

SPYM

in top 527.7%

SCIOStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SCIO vs SPYM Returns, Every Period

First TrustSCIO

+3.0%

past year

SPYMSPDR

+9.8%

past year

SCIOSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Core: SCIO vs IVV

YTD

First TrustSCIO

+1.9%

IVViShares

+8.4%

+1.9%Year to date+8.4%

−2.7%Worst drop · 1Y−8.9%

2.7%Volatility · 1Y13.6%

5.7%Yield1.1%

$573MAssets$887B

3–1SCIO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCIO, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SCIO0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCIO, SPYM, IVV

5.66%highest, SCIO

FundTrailing yieldYield$10k

SCIO5.66%$566

IVV1.14%$114

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$496most kept, SCIO

SCIO$566 − $70 = $496

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCIO, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

SCIOSPYMIVV

SCIO—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SCIOWorst drop−2.7%2.7% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCIOSPYM

+1.9%Year to date+8.4%

5.7%Yield1.1%

+3.0%Past year+9.8%

0.70%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026