Compare · 4 funds side by side · dividends reinvested

SPYM, WCEO, IVV and SPY

SPYMSPDR×WCEOHypatia Capital×IVViShares×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,192SPYM · best of the four

02 / 04

SPYM, WCEO, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.9

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

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.7%+20.1%+18.6%[…]−7.3%14.3%$14M2.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPYM 2005 · WCEO 2023 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,118

SPY

SPYM

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

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

SPYMeasureSPYM

+8.7%Year to dateJan 1 → Nov 6+8.8%

+9.7%1 yearTotal return+9.8%

+21.7%3 years · per year$10,000 became $18,039 · $18,082+21.8%

+11.3%5 years · per year$10,000 became $17,118 · $17,192+11.4%

0.09%Expense ratio$9 · $2 a year on $10k · lower is better0.02%

1.03%Trailing 12-mo yield$103 · $105 a year on $10k1.05%

−8.9%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

0–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs SPYM: Top 5 Holdings

Today

SPY

27.8%in top 5

SPYM

in top 527.8%

SPYStockSPYM

7.9%AAPL7.9%

6.9%NVDA6.9%

6.3%MSFT6.3%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.9%

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

SPY vs SPYM Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

SPYSPYMFaded: behind in that period

0–4SPYM wins

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

SPY vs IVV

YTD

SPDRSPY

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

1.0%Yield1.1%

$819BAssets$850B

1–0IVV wins

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

Cost, Income and Risk

Fees: SPYM, WCEO, IVV, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

WCEO0.85%$85

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

Yields: SPYM, WCEO, IVV, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.05%$105

SPY1.03%$103

WCEO0.55%$55

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

WCEO$55 − $85 = −$30

KeptFee

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

Overlap: SPYM, WCEO, IVV, SPY

Today

99.9%most shared, SPYM and IVV

SPYMWCEOIVVSPY

SPYM—5.6%99.9%99.9%

WCEO5.6%—5.6%5.6%

IVV99.9%5.6%—99.9%

SPY99.9%5.6%99.9%—

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

Return vs Bumpiness: 4 ETFs

+20.1%WCEO, at 14.3% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

WCEOWorst drop−7.3%14.3% vol

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

Paid More vs Made More

YTD

IVVWCEO

+8.7%Year to date+16.7%

1.1%Yield0.5%

+9.8%Past year+20.1%

0.03%Fee0.85%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026