Compare · 3 funds side by side · dividends reinvested

SPYM, IUSB and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

SPYM, IUSB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.1

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%−0.0%+0.5%+5.9%+0.2%−4.3%3.9%$50.1B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPYM 2005 · IUSB 2014 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

SPYM

IUSB

iShares Core Universal USD Bond ETF · $50.1B$10,113

$10,000 five years ago, dividends reinvested

SPYMMeasureIUSB

+13.4%Year to dateJan 1 → Nov 4−0.0%

+13.5%1 yearTotal return+0.5%

+24.3%3 years · per year$10,000 became $19,186 · $11,881+5.9%

+12.6%5 years · per year$10,000 became $18,126 · $10,113+0.2%

0.02%Expense ratio$2 · $6 a year on $10k · lower is better0.06%

1.01%Trailing 12-mo yield$101 · $434 a year on $10k4.34%

−8.9%Worst dropSmaller is better−4.3%

12.8%VolatilityLower is calmer3.9%

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

5–3SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs IUSB: Top 5 Holdings

Today

SPYM

27.3%in top 5

IUSB

in top 5[…]

SPYMStockIUSB

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SPYM vs IUSB Returns, Every Period

SPDRSPYM

+12.6%

5 years, per year

IUSBiShares

+0.2%

5 years, per year

SPYMIUSBFaded: behind in that period

4–0SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Bonds: SPYM vs IUSB

YTD

SPDRSPYM

+13.4%

IUSBiShares

−0.0%

+13.4%Year to date−0.0%

−8.9%Worst drop · 1Y−4.3%

12.8%Volatility · 1Y3.9%

1.0%Yield4.3%

$185BAssets$50.1B

3–1IUSB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYM, IUSB, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IUSB0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPYM, IUSB, VOO

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

VOO1.05%$105

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

VOO$105 − $3 = $102

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPYM, IUSB, VOO

Today

94.5%most shared, SPYM and VOO

SPYMIUSBVOO

SPYM—[…]94.5%

IUSB[…]—[…]

VOO94.5%[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

IUSBWorst drop−4.3%3.9% vol

VOOWorst drop−8.9%12.8% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBSPYM

−0.0%Year to date+13.4%

4.3%Yield1.0%

+0.5%Past year+13.5%

0.06%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026