Compare · 3 funds side by side · dividends reinvested

SPYM, FDIS 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, FDIS 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%$179B1.4

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%$875B1.6

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.2%+5.0%+16.0%+4.1%−15.5%19.7%$1.6B3.0

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 · FDIS 2013 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,238

FDIS

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

FDISMeasureIVV

+3.2%Year to dateJan 1 → Nov 9+11.3%

+5.0%1 yearTotal return+13.6%

+16.0%3 years · per year$10,000 became $15,592 · $18,159+22.0%

+4.1%5 years · per year$10,000 became $12,238 · $17,545+11.9%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

0.74%Trailing 12-mo yield$74 · $111 a year on $10k1.11%

−15.5%Worst dropSmaller is better−8.9%

19.7%VolatilityLower is calmer13.8%

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

0–8IVV wins

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

More Ways to See the Pairs

FDIS vs IVV: Top 5 Holdings

Today

FDIS

47.7%in top 5

IVV

in top 527.8%

FDISStockIVV

22.3%AMZN4.0%

15.0%TSLAnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.1%HDnot top 5

3.0%MCDnot top 5

not top 5GOOGL2.6%

2.3%TJXnot top 5

Held in common9.3%

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

FDIS vs IVV Returns, Every Period

FidelityFDIS

+4.1%

5 years, per year

IVViShares

+11.9%

5 years, per year

FDISIVVFaded: behind in that period

0–4IVV wins

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

Sector vs Core: FDIS vs IVV

YTD

FidelityFDIS

+3.2%

IVViShares

+11.3%

+3.2%Year to date+11.3%

−15.5%Worst drop · 1Y−8.9%

19.7%Volatility · 1Y13.8%

0.7%Yield1.1%

$1.6BAssets$875B

4–0IVV wins

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

Cost, Income and Risk

Fees: SPYM, FDIS, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FDIS0.08%$8

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

Yields: SPYM, FDIS, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

FDIS0.74%$74

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

FDIS$74 − $8 = $66

KeptFee

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

Overlap: SPYM, FDIS, IVV

Today

99.9%most shared, SPYM and IVV

SPYMFDISIVV

SPYM—9.3%99.9%

FDIS9.3%—9.3%

IVV99.9%9.3%—

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

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

FDISWorst drop−15.5%19.7% 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$875B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026