Compare · 3 funds side by side · dividends reinvested

SPYM, VOO and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

SPYM, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SPYM 2005 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

SPYM

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 93.5% in common

SPYMMeasureVOO

+8.4%Year to dateJan 1 → Nov 5+8.4%

+9.8%1 yearTotal return+9.8%

+22.1%3 years · per year$10,000 became $18,222 · $18,224+22.1%

+11.4%5 years · per year$10,000 became $17,164 · $17,156+11.4%

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

1.06%Trailing 12-mo yield$106 · $110 a year on $10k1.10%

−8.9%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.5%

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

1–2VOO wins

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

More Ways to See the Pairs

SPYM vs VOO: Top 5 Holdings

Today

SPYM

27.7%in top 5

VOO

in top 528.3%

SPYMStockVOO

7.3%NVDA8.4%

7.7%AAPL7.4%

6.2%MSFT5.8%

3.9%AMZN3.7%

2.6%GOOGL3.1%

Held in common93.5%

End-of-day Nov 5, 2026 · share of each fund

SPYM vs VOO Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

SPYMVOOFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SPYM vs VOO

YTD

SPDRSPYM

+8.4%

VOOVanguard

+8.4%

+8.4%Year to date+8.4%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.5%

1.1%Yield1.1%

$182BAssets$1.00T

1–0VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYM, VOO, IWF

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPYM, VOO, IWF

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SPYM1.06%$106

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$106 − $2 = $104

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPYM, VOO, IWF

Today

93.5%most shared, SPYM and VOO

SPYMVOOIWF

SPYM—93.5%56.4%

VOO93.5%—59.2%

IWF56.4%59.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSPYM

+8.4%Year to date+8.4%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.02%

1–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026