Compare · 3 funds side by side · dividends reinvested

SHLD, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SHLD, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−9.9%−11.6%+31.9%[…]−25.4%25.8%$6.3B2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: SHLD 2023 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Defense Tech ETF · $6.3B[…]

SHLD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

SHLDMeasureSPYM

−9.9%Year to dateJan 1 → Nov 6+8.8%

−11.6%1 yearTotal return+9.8%

+31.9%3 years · per year$10,000 became $22,922 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

0.73%Trailing 12-mo yield$73 · $105 a year on $10k1.05%

−25.4%Worst dropSmaller is better−8.9%

25.8%VolatilityLower is calmer13.6%

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

1–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHLD vs SPYM: Top 5 Holdings

Today

SHLD

46.9%in top 5

SPYM

in top 527.8%

SHLDStockSPYM

10.1%PLTRnot top 5

9.6%RTXnot top 5

9.6%LMTnot top 5

9.2%GDnot top 5

8.4%NOCnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.5%

End-of-day Nov 6, 2026 · share of each fund

SHLD vs SPYM Returns, Every Period

Global XSHLD

−11.6%

past year

SPYMSPDR

+9.8%

past year

SHLDSPYMFaded: behind in that period

1–2SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Core: SHLD vs IVV

YTD

Global XSHLD

−9.9%

IVViShares

+8.7%

−9.9%Year to date+8.7%

−25.4%Worst drop · 1Y−8.9%

25.8%Volatility · 1Y13.6%

0.7%Yield1.1%

$6.3BAssets$853B

4–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHLD, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SHLD0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SHLD, SPYM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.05%$105

SHLD0.73%$73

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

SHLD$73 − $50 = $23

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SHLD, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

SHLDSPYMIVV

SHLD—1.5%1.5%

SPYM1.5%—99.9%

IVV1.5%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SHLDWorst drop−25.4%25.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+8.7%Year to date+8.8%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.02%

2–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026