Compare · 3 funds side by side · dividends reinvested

SMMD, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeSMMD · 1.14% · $114 a year on $10k

Story of the three · RiskSmallest drop

SMMD, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.1

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.14%+17.5%+20.6%+19.0%+6.5%−9.7%17.2%$4.3B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: SMMD 2017 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2500 ETF · $4.3B$13,672

SMMD

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

SMMDMeasure

More Ways to See the Pairs

SMMD vs SPY: Top 5 Holdings

Today

SMMD

1.7%in top 5

SPY

in top 527.3%

SMMDStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: SMMD, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SMMD0.23%$23

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

Yields: SMMD, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPY

+17.5%Year to dateJan 1 → Nov 10+10.8%

+20.6%1 yearTotal return+13.0%

+19.0%3 years · per year$10,000 became $16,872 · $17,888+21.4%

+6.5%5 years · per year$10,000 became $13,672 · $17,358+11.7%

0.23%Expense ratio$23 · $9 a year on $10k · lower is better0.09%

1.14%Trailing 12-mo yield$114 · $101 a year on $10k1.01%

−9.7%Worst dropSmaller is better−8.9%

17.2%VolatilityLower is calmer13.8%

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

3–5SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.3%ATInot top 5

0.3%USFDnot top 5

0.3%RGLDnot top 5

0.3%VTRSnot top 5

0.3%THCnot top 5

Held in common1.3%

End-of-day Nov 10, 2026 · share of each fund

SMMD vs SPY Returns, Every Period

5Y

iSharesSMMD

+6.5%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

SMMDSPYFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SMMD vs IVV

YTD

iSharesSMMD

+17.5%

IVViShares

+10.9%

+17.5%Year to date+10.9%

−9.7%Worst drop · 1Y−8.9%

17.2%Volatility · 1Y13.8%

1.1%Yield1.1%

$4.3BAssets$875B

2–1IVV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.14%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.14%$114

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

SMMD$114 − $23 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SMMD, SPY, IVV

Today

99.9%most shared, SPY and IVV

SMMDSPYIVV

SMMD—1.3%1.2%

SPY1.3%—99.9%

IVV1.2%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.6%SMMD, at 17.2% volatility

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

SMMDWorst drop−9.7%17.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SMMDIVV

+17.5%Year to date+10.9%

1.1%Yield1.1%

+20.6%Past year+13.0%

0.23%Fee0.03%

2–1SMMD wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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SMMD, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three