Compare · 3 funds side by side · dividends reinvested

SPYM, VO and IVV

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, VO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

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%$182B2.0

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%$850B2.3

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 · VO 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

SPYM

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

SPYMMeasureVO

+8.8%Year to dateJan 1 → Nov 6+10.6%

+9.8%1 yearTotal return+11.6%

+21.8%3 years · per year$10,000 became $18,082 · $16,701+18.6%

+11.4%5 years · per year$10,000 became $17,192 · $13,590+6.3%

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

1.05%Trailing 12-mo yield$105 · $139 a year on $10k1.39%

−8.9%Worst dropSmaller is better−8.2%

13.6%VolatilityLower is calmer12.9%

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

3–5VO 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 VO: Top 5 Holdings

Today

SPYM

27.8%in top 5

in top 55.3%

SPYMStockVO

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common16.2%

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

SPYM vs VO Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

VOVanguard

+6.3%

5 years, per year

SPYMVOFaded: behind in that period

2–2Level

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

Core vs Stocks: SPYM vs VO

YTD

SPDRSPYM

+8.8%

VOVanguard

+10.6%

+8.8%Year to date+10.6%

−8.9%Worst drop · 1Y−8.2%

13.6%Volatility · 1Y12.9%

1.1%Yield1.4%

$182BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: SPYM, VO, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VO0.03%$3

IVV0.03%$3

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

Yields: SPYM, VO, IVV

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SPYM, VO, IVV

Today

99.9%most shared, SPYM and IVV

SPYMVOIVV

SPYM—16.2%99.9%

VO16.2%—16.2%

IVV99.9%16.2%—

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

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

VOSPYM

+10.6%Year to date+8.8%

1.4%Yield1.1%

+11.6%Past year+9.8%

0.03%Fee0.02%

3–1VO wins

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%

$182BAssets$819B

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$850B

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