Compare · 3 funds side by side · dividends reinvested

SPYM, ISCG and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

SPYM, ISCG 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.8

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.68%+6.9%+9.6%+18.7%+3.5%−11.4%18.6%$974M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SPYM 2005 · ISCG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $974M$11,876

ISCG

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

ISCGMeasureIVV

+6.9%Year to dateJan 1 → Nov 5+8.4%

+9.6%1 yearTotal return+9.7%

+18.7%3 years · per year$10,000 became $16,721 · $18,221+22.1%

+3.5%5 years · per year$10,000 became $11,876 · $17,151+11.4%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

0.68%Trailing 12-mo yield$68 · $114 a year on $10k1.14%

−11.4%Worst dropSmaller is better−8.9%

18.6%VolatilityLower is calmer13.6%

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

0–8IVV wins

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

More Ways to See the Pairs

ISCG vs IVV: Top 5 Holdings

Today

ISCG

4.1%in top 5

IVV

in top 527.7%

ISCGStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.1%OKTAnot top 5

1.0%TEAMnot top 5

0.7%GHnot top 5

0.7%ROKUnot top 5

0.6%RBRKnot top 5

Held in common0.7%

End-of-day Nov 5, 2026 · share of each fund

ISCG vs IVV Returns, Every Period

iSharesISCG

+3.5%

5 years, per year

IVViShares

+11.4%

5 years, per year

ISCGIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ISCG vs IVV

YTD

iSharesISCG

+6.9%

IVViShares

+8.4%

+6.9%Year to date+8.4%

−11.4%Worst drop · 1Y−8.9%

18.6%Volatility · 1Y13.6%

0.7%Yield1.1%

$974MAssets$887B

4–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYM, ISCG, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

ISCG0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPYM, ISCG, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.06%$106

ISCG0.68%$68

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

ISCG$68 − $6 = $62

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPYM, ISCG, IVV

Today

99.9%most shared, SPYM and IVV

SPYMISCGIVV

SPYM—0.7%99.9%

ISCG0.7%—0.7%

IVV99.9%0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

ISCGWorst drop−11.4%18.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+8.4%Year to date+8.4%

1.1%Yield1.1%

+9.7%Past year+9.8%

0.03%Fee0.02%

2–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026