Compare · 4 funds side by side · dividends reinvested

SPYM, WCBR, IVV and SPY

SPYMSPDR×WCBRWisdomTree×IVViShares×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

SPYM, WCBR, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B2.3

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SPYM 2005 · WCBR 2021 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

IVVMeasureSPYM

+11.3%Year to dateJan 1 → Nov 9+11.3%

+13.6%1 yearTotal return+13.6%

+22.0%3 years · per year$10,000 became $18,159 · $18,161+22.0%

+11.9%5 years · per year$10,000 became $17,545 · $17,553+11.9%

0.03%Expense ratio$3 · $2 a year on $10k · lower is better0.02%

1.11%Trailing 12-mo yield$111 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.7%

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

1–2SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SPYM: Top 5 Holdings

Today

IVV

27.8%in top 5

SPYM

in top 527.8%

IVVStockSPYM

7.9%AAPL7.9%

7.1%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.9%

End-of-day Nov 9, 2026 · share of each fund

IVV vs SPYM Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

IVVSPYMFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IVV vs SPYM

YTD

iSharesIVV

+11.3%

SPYMSPDR

+11.3%

+11.3%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.7%

1.1%Yield1.0%

$875BAssets$179B

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYM, WCBR, IVV, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

WCBR0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPYM, WCBR, IVV, SPY

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

SPY1.01%$101

WCBR0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPYM, WCBR, IVV, SPY

Today

99.9%most shared, SPYM and IVV

SPYMWCBRIVVSPY

SPYM—1.1%99.9%99.9%

WCBR1.1%—1.1%1.1%

IVV99.9%1.1%—99.9%

SPY99.9%1.1%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.4%WCBR, at 41.6% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

WCBRWorst drop−29.1%41.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVWCBR

+11.3%Year to date+56.2%

1.1%Yield0.0%

+13.6%Past year+41.4%

0.03%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026