Compare · 3 funds side by side · dividends reinvested

SPYM, IVV and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SPYM, IVV and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPYM 2005 · IVV 2000 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

SPYM

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

SPYMMeasureIVV

+8.8%Year to dateJan 1 → Nov 6+8.7%

+9.8%1 yearTotal return+9.8%

+21.8%3 years · per year$10,000 became $18,082 · $18,084+21.8%

+11.4%5 years · per year$10,000 became $17,192 · $17,177+11.4%

0.02%Expense ratio$2 · $3 a year on $10k · lower is better0.03%

1.05%Trailing 12-mo yield$105 · $114 a year on $10k1.14%

−8.9%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

2–1SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs IVV: Top 5 Holdings

Today

SPYM

27.8%in top 5

IVV

in top 527.8%

SPYMStockIVV

7.9%AAPL7.9%

6.9%NVDA6.9%

6.3%MSFT6.3%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.9%

End-of-day Nov 6, 2026 · share of each fund

SPYM vs IVV Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

SPYMIVVFaded: behind in that period

1–0SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Sector: SPYM vs XLF

YTD

SPDRSPYM

+8.8%

XLFSPDR

+5.7%

+8.8%Year to date+5.7%

−8.9%Worst drop · 1Y−14.8%

13.6%Volatility · 1Y15.3%

1.1%Yield1.4%

$178BAssets$54.5B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYM, IVV, XLF

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

XLF0.08%$8

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SPYM, IVV, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SPYM, IVV, XLF

Today

99.9%most shared, SPYM and IVV

SPYMIVVXLF

SPYM—99.9%12.8%

IVV99.9%—12.8%

XLF12.8%12.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.4%XLF, at 15.3% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLFSPYM

+5.7%Year to date+8.8%

1.4%Yield1.1%

+10.4%Past year+9.8%

0.08%Fee0.02%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026