Compare · 3 funds side by side · dividends reinvested

SHM, IVV and BNDX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

SHM, IVV and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$853B1.8

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.1%+3.3%+1.1%−2.7%1.8%$3.5B2.0

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.63%+1.0%+0.4%+4.4%+0.5%−3.2%3.8%$82.9B2.3

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: SHM 2007 · IVV 2000 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,571

SHM

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested

SHMMeasureIVV

+1.4%Year to dateJan 1 → Nov 9+11.3%

+2.1%1 yearTotal return+13.6%

+3.3%3 years · per year$10,000 became $11,019 · $18,159+22.0%

+1.1%5 years · per year$10,000 became $10,571 · $17,545+11.9%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.70%Trailing 12-mo yield$270 · $111 a year on $10k1.11%

−2.7%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.8%

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

3–5IVV wins

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

More Ways to See the Pairs

SHM vs IVV: Top 5 Holdings

Today

SHM

[…]in top 5

IVV

in top 527.8%

SHMStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

SHM vs IVV Returns, Every Period

SPDRSHM

+1.1%

5 years, per year

IVViShares

+11.9%

5 years, per year

SHMIVVFaded: behind in that period

0–4IVV wins

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

SHM vs BNDX

YTD

SPDRSHM

+1.4%

BNDXVanguard

+1.0%

+1.4%Year to date+1.0%

−2.7%Worst drop · 1Y−3.2%

1.8%Volatility · 1Y3.8%

2.7%Yield4.6%

$3.5BAssets$82.9B

3–1SHM wins

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

Cost, Income and Risk

Fees: SHM, IVV, BNDX

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BNDX0.07%$7

SHM0.20%$20

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

Yields: SHM, IVV, BNDX

4.63%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.63%$463

SHM2.70%$270

IVV1.11%$111

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

Income After Fees on $10,000

$456most kept, BNDX

BNDX$463 − $7 = $456

SHM$270 − $20 = $250

IVV$111 − $3 = $108

KeptFee

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

Overlap: SHM, IVV, BNDX

Today

[…]holdings […]

SHMIVVBNDX

SHM—[…][…]

IVV[…]—[…]

BNDX[…][…]—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SHMWorst drop−2.7%1.8% vol

BNDXWorst drop−3.2%3.8% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

BNDXIVV

+1.0%Year to date+11.3%

4.6%Yield1.1%

+0.4%Past year+13.6%

0.07%Fee0.03%

3–1IVV wins

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$853B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026