Compare · 3 funds side by side · dividends reinvested

SPYM, SHM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeSHM · 2.70% · $270 a year on $10k

Story of the three · RiskSmallest drop

SPYM, SHM 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B2.1

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.3%+1.8%+3.1%+1.1%−2.7%1.8%$3.5B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: SPYM 2005 · SHM 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $872B$17,530

IVV

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,555

$10,000 five years ago, dividends reinvested

IVVMeasure

More Ways to See the Pairs

IVV vs SHM: Top 5 Holdings

Today

IVV

26.9%in top 5

SHM

in top 5[…]

IVVStockSHM

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

4.1%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: SPYM, SHM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SHM0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SPYM, SHM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SHM

+12.3%Year to dateJan 1 → Nov 11+1.3%

+12.7%1 yearTotal return+1.8%

+21.9%3 years · per year$10,000 became $18,122 · $10,969+3.1%

+11.9%5 years · per year$10,000 became $17,530 · $10,555+1.1%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.10%Trailing 12-mo yield$110 · $270 a year on $10k2.70%

−8.9%Worst dropSmaller is better−2.7%

13.7%VolatilityLower is calmer1.8%

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

5–3IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

IVV vs SHM Returns, Every Period

5Y

iSharesIVV

+11.9%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

IVVSHMFaded: behind in that period

4–0IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs SHM

YTD

iSharesIVV

+12.3%

SHMSPDR

+1.3%

+12.3%Year to date+1.3%

−8.9%Worst drop · 1Y−2.7%

13.7%Volatility · 1Y1.8%

1.1%Yield2.7%

$872BAssets$3.5B

3–1SHM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.70%highest, SHM

FundTrailing yieldYield$10k

SHM2.70%$270

IVV1.10%$110

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$250most kept, SHM

SHM$270 − $20 = $250

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SPYM, SHM, IVV

Today

99.9%most shared, SPYM and IVV

SPYMSHMIVV

SPYM—[…]99.9%

SHM[…]—[…]

IVV99.9%[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

SHMWorst drop−2.7%1.8% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SHMSPYM

+1.3%Year to date+12.4%

2.7%Yield1.0%

+1.8%Past year+12.8%

0.20%Fee0.02%

3–1SPYM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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SPYM, SHM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three