Compare · 3 funds side by side · dividends reinvested

SPYM, BALT and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

SPYM, BALT 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.6

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%$853B1.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.5

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: SPYM 2005 · BALT 2021 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

SPYM

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,532

$10,000 five years ago, dividends reinvested

SPYMMeasureBALT

+11.3%Year to dateJan 1 → Nov 9+4.4%

+13.6%1 yearTotal return+6.2%

+22.0%3 years · per year$10,000 became $18,161 · $12,502+7.7%

+11.9%5 years · per year$10,000 became $17,553 · $13,532+6.2%

0.02%Expense ratio$2 · $69 a year on $10k · lower is better0.69%

1.03%Trailing 12-mo yield$103 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−1.2%

13.7%VolatilityLower is calmer2.7%

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

6–2SPYM wins

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

More Ways to See the Pairs

SPYM vs BALT: Top 5 Holdings

Today

SPYM

27.8%in top 5

BALT

in top 5[…]

SPYMStockBALT

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPYM vs BALT Returns, Every Period

SPDRSPYM

+11.9%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

SPYMBALTFaded: behind in that period

4–0SPYM wins

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

SPYM vs IVV

YTD

SPDRSPYM

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.8%

1.0%Yield1.1%

$179BAssets$853B

1–1level

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

Cost, Income and Risk

Fees: SPYM, BALT, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

BALT0.69%$69

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

Yields: SPYM, BALT, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

BALT0.00%$0

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

BALT$0 − $69 = −$69

KeptFee

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

Overlap: SPYM, BALT, IVV

Today

99.9%most shared, SPYM and IVV

SPYMBALTIVV

SPYM—[…]99.9%

BALT[…]—[…]

IVV99.9%[…]—

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

BALTWorst drop−1.2%2.7% vol

SPYMWorst drop−8.9%13.7% 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

IVVSPYM

+11.3%Year to date+11.3%

1.1%Yield1.0%

+13.6%Past year+13.6%

0.03%Fee0.02%

1–1level

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