Compare · 4 funds side by side · dividends reinvested

SECT, SPYM, VOO and IVV

SECTMain Management×SPYMSPDR×VOOVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

SECT, SPYM, VOO 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%$179B1.6

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%$875B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.5

Main Sector Rotation ETFUnsorted0.69%0.71%+8.8%+11.6%+18.9%+10.6%−10.7%15.9%$2.8B4.0

Rank among the four1st → 4thFee, 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: SECT 2017 · SPYM 2005 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Main Sector Rotation ETF · $2.8B$16,525

SECT

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SECTMeasureSPYM

+8.8%Year to dateJan 1 → Nov 9+11.3%

+11.6%1 yearTotal return+13.6%

+18.9%3 years · per year$10,000 became $16,823 · $18,161+22.0%

+10.6%5 years · per year$10,000 became $16,525 · $17,553+11.9%

0.69%Expense ratio$69 · $2 a year on $10k · lower is better0.02%

0.71%Trailing 12-mo yield$71 · $103 a year on $10k1.03%

−10.7%Worst dropSmaller is better−8.9%

15.9%VolatilityLower is calmer13.7%

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

0–8SPYM wins

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

More Ways to See the Pairs

SECT vs SPYM: Top 5 Holdings

Today

SECT

81.5%in top 5

SPYM

in top 527.8%

SECTStockSPYM

37.3%XLKnot top 5

17.8%XLFnot top 5

11.6%XLInot top 5

8.8%XLVnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

6.1%XLUnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

SECT vs SPYM Returns, Every Period

Main ManagementSECT

+10.6%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

SECTSPYMFaded: behind in that period

0–4SPYM wins

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

Unsorted vs Core: SECT vs IVV

YTD

Main ManagementSECT

+8.8%

IVViShares

+11.3%

+8.8%Year to date+11.3%

−10.7%Worst drop · 1Y−8.9%

15.9%Volatility · 1Y13.8%

0.7%Yield1.1%

$2.8BAssets$875B

4–0IVV wins

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

Cost, Income and Risk

Fees: SECT, SPYM, VOO, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IVV0.03%$3

SECT0.69%$69

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

Yields: SECT, SPYM, VOO, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.07%$107

SPYM1.03%$103

SECT0.71%$71

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

SECT$71 − $69 = $2

KeptFee

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

Overlap: SECT, SPYM, VOO, IVV

Today

99.9%most shared, SPYM and IVV

SECTSPYMVOOIVV

SECT—0.0%0.0%0.0%

SPYM0.0%—92.7%99.9%

VOO0.0%92.7%—92.7%

IVV0.0%99.9%92.7%—

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

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

SECTWorst drop−10.7%15.9% vol

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

Paid More vs Made More

YTD

IVVSPYM

+11.3%Year to date+11.3%

1.1%Yield1.0%

+13.6%Past year+13.6%

0.03%Fee0.02%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026