Compare · 3 funds side by side · dividends reinvested

SPY, SHM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeSHM · 2.70% · $270 a year on $10k

Story of the three · RiskSmallest drop

SPY, SHM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B2.1

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.3%+1.8%+3.1%+1.1%−2.7%1.8%$3.5B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: SPY 1993 · SHM 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,555

SHM

IVV

iShares Core S&P 500 ETF · $883B$17,530

$10,000 five years ago, dividends reinvested

SHMMeasureIVV

More Ways to See the Pairs

SHM vs IVV: Top 5 Holdings

Today

SHM

[…]in top 5

IVV

in top 526.9%

SHMStockIVV

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: SPY, SHM, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SHM0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SPY, SHM, IVV

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+1.3%Year to dateJan 1 → Nov 11+12.3%

+1.8%1 yearTotal return+12.7%

+3.1%3 years · per year$10,000 became $10,969 · $18,122+21.9%

+1.1%5 years · per year$10,000 became $10,555 · $17,530+11.9%

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

2.70%Trailing 12-mo yield$270 · $110 a year on $10k1.10%

−2.7%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.7%

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

3–5IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

SHM vs IVV Returns, Every Period

5Y

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 11, 2026 · dividends in · faded = behind in that period

Bonds vs Core: SHM vs IVV

YTD

SPDRSHM

+1.3%

IVViShares

+12.3%

+1.3%Year to date+12.3%

−2.7%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.7%

2.7%Yield1.1%

$3.5BAssets$883B

3–1SHM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

2.70%highest, SHM

FundTrailing yieldYield$10k

SHM2.70%$270

IVV1.10%$110

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$250most kept, SHM

SHM$270 − $20 = $250

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SPY, SHM, IVV

Today

99.9%most shared, SPY and IVV

SPYSHMIVV

SPY—[…]99.9%

SHM[…]—[…]

IVV99.9%[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.7%IVV, at 13.7% volatility

SHMWorst drop−2.7%1.8% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SHMIVV

+1.3%Year to date+12.3%

2.7%Yield1.1%

+1.8%Past year+12.7%

0.20%Fee0.03%

3–1IVV wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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SPY, SHM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three