Compare · 4 funds side by side · dividends reinvested

SPYM, SVAL, IVV and VOO

SPYMSPDR×SVALiShares×IVViShares×VOOVanguard×

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

Story of the four · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the four · RiskSmallest drop

SPYM, SVAL, IVV 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T2.5

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%$872B2.6

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M2.9

Rank among the four1st → 4thFee, 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 · SVAL 2020 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

SPYM

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SPYM vs SVAL: Top 5 Holdings

Today

SPYM

26.9%in top 5

SVAL

in top 54.1%

SPYMStockSVAL

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, SVAL, IVV, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

VOO0.03%$3

SVAL0.20%$20

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

Popular Pairs Near These Four

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

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,577

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPYMMeasureSVAL

+12.4%Year to dateJan 1 → Nov 11+25.9%

+12.8%1 yearTotal return+30.9%

+21.9%3 years · per year$10,000 became $18,134 · $16,990+19.3%

+11.9%5 years · per year$10,000 became $17,537 · $14,577+7.8%

0.02%Expense ratio$2 · $20 a year on $10k · lower is better0.20%

1.02%Trailing 12-mo yield$102 · $219 a year on $10k2.19%

−8.9%Worst dropSmaller is better−9.0%

13.7%VolatilityLower is calmer15.5%

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

5–3SPYM wins

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

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5PGNY0.8%

not top 5LFST0.8%

Held in common0.0%

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

SPYM vs SVAL Returns, Every Period

5Y

SPDRSPYM

+11.9%

5 years, per year

SVALiShares

+7.8%

5 years, per year

SPYMSVALFaded: behind in that period

2–2Level

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

Core vs Stocks: SPYM vs SVAL

YTD

SPDRSPYM

+12.4%

SVALiShares

+25.9%

+12.4%Year to date+25.9%

−8.9%Worst drop · 1Y−9.0%

13.7%Volatility · 1Y15.5%

1.0%Yield2.2%

$183BAssets$161M

2–2level

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

Yields: SPYM, SVAL, IVV, VOO

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

IVV1.10%$110

VOO1.06%$106

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

IVV$110 − $3 = $107

VOO$106 − $3 = $103

SPYM$102 − $2 = $100

KeptFee

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

Overlap: SPYM, SVAL, IVV, VOO

Today

99.9%most shared, SPYM and IVV

SPYMSVALIVVVOO

SPYM—0.0%99.9%92.7%

SVAL0.0%—0.0%0.0%

IVV99.9%0.0%—92.7%

VOO92.7%0.0%92.7%—

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

Return vs Bumpiness: 4 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

SVALWorst drop−9.0%15.5% vol

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

Paid More vs Made More

YTD

SVALSPYM

+25.9%Year to date+12.4%

2.2%Yield1.0%

+30.9%Past year+12.8%

0.20%Fee0.02%

3–1SVAL wins

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

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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SPYM, SVAL, IVV and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four