Compare · 3 funds side by side · dividends reinvested

SPYM, SVAL 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 incomeSVAL · 2.19% · $219 a year on $10k

Story of the three · RiskSmallest drop

SPYM, SVAL 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%$883B2.1

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%$162M2.3

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 · SVAL 2020 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SPYM

SVAL

iShares US Small Cap Value Factor ETF · $162M$14,577

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

SPYM

More Ways to See the Pairs

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

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SVAL0.20%$20

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

Yields: SPYM, SVAL, 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$793B

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%

Measure

SVAL

+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$162M

2–2level

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

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

IVV1.10%$110

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

SPYM$102 − $2 = $100

KeptFee

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

Overlap: SPYM, SVAL, IVV

Today

99.9%most shared, SPYM and IVV

SPYMSVALIVV

SPYM—0.0%99.9%

SVAL0.0%—0.0%

IVV99.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

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

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

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, SVAL and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three