Compare · 3 funds side by side · dividends reinvested

SPTM, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SPTM, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.10%+9.0%+10.2%+21.4%+11.1%−8.7%13.5%$14.2B1.6

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%$853B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPTM 2000 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.2B$16,906

SPTM

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 92.4% in common

SPTMMeasureIVV

+9.0%Year to dateJan 1 → Nov 6+8.7%

+10.2%1 yearTotal return+9.8%

+21.4%3 years · per year$10,000 became $17,907 · $18,084+21.8%

+11.1%5 years · per year$10,000 became $16,906 · $17,177+11.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.10%Trailing 12-mo yield$110 · $114 a year on $10k1.14%

−8.7%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.6%

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

4–3SPTM wins

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

More Ways to See the Pairs

SPTM vs IVV: Top 5 Holdings

Today

SPTM

25.6%in top 5

IVV

in top 527.8%

SPTMStockIVV

7.3%AAPL7.9%

6.4%NVDA6.9%

5.8%MSFT6.3%

3.7%AMZN4.0%

2.4%GOOGL2.6%

Held in common92.4%

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

SPTM vs IVV Returns, Every Period

SPDRSPTM

+11.1%

5 years, per year

IVViShares

+11.4%

5 years, per year

SPTMIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: SPTM vs IVV

YTD

SPDRSPTM

+9.0%

IVViShares

+8.7%

+9.0%Year to date+8.7%

−8.7%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.6%

1.1%Yield1.1%

$14.2BAssets$853B

3–0SPTM wins

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

Cost, Income and Risk

Fees: SPTM, IVV, VOO

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

IVV0.03%$3

VOO0.03%$3

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

Yields: SPTM, IVV, VOO

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPTM1.10%$110

VOO1.10%$110

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPTM$110 − $3 = $107

VOO$110 − $3 = $107

KeptFee

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

Overlap: SPTM, IVV, VOO

Today

92.4%most shared, SPTM and IVV

SPTMIVVVOO

SPTM—92.4%89.1%

IVV92.4%—92.2%

VOO89.1%92.2%—

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

Return vs Bumpiness: 3 ETFs

+10.2%SPTM, at 13.5% volatility

SPTMWorst drop−8.7%13.5% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVSPTM

+8.7%Year to date+9.0%

1.1%Yield1.1%

+9.8%Past year+10.2%

0.03%Fee0.03%

2–0SPTM 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026