Compare · 4 funds side by side · dividends reinvested

SPYV, IVV, VOO and SPYM

SPYVSPDR×IVViShares×VOOVanguard×SPYMSPDR×

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

02 / 04

SPYV, IVV, VOO and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 Value ETFLow-Cost Core · S&P 5000.04%1.68%+12.4%+15.1%+17.8%+11.4%−6.2%10.2%$38.2B2.1

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%$178B2.4

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%$853B2.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.8

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: SPYV 2000 · IVV 2000 · VOO 2010 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 Value ETF · $38.2B$17,125

SPYV

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 61.5% in common

SPYVMeasureIVV

+12.4%Year to dateJan 1 → Nov 6+8.7%

+15.1%1 yearTotal return+9.8%

+17.8%3 years · per year$10,000 became $16,365 · $18,084+21.8%

+11.4%5 years · per year$10,000 became $17,125 · $17,177+11.4%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.68%Trailing 12-mo yield$168 · $114 a year on $10k1.14%

−6.2%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer13.6%

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

5–2SPYV wins

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

More Ways to See the Pairs

SPYV vs IVV: Top 5 Holdings

Today

SPYV

18.1%in top 5

IVV

in top 527.8%

SPYVStockIVV

8.4%AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.0%AMZN4.0%

not top 5GOOGL2.6%

2.3%XOMnot top 5

1.9%WMTnot top 5

1.6%COSTnot top 5

Held in common61.5%

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

SPYV vs IVV Returns, Every Period

SPDRSPYV

+11.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

SPYVIVVFaded: behind in that period

2–1SPYV wins

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

SPYV vs IVV

YTD

SPDRSPYV

+12.4%

IVViShares

+8.7%

+12.4%Year to date+8.7%

−6.2%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y13.6%

1.7%Yield1.1%

$38.2BAssets$853B

4–0SPYV wins

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

Cost, Income and Risk

Fees: SPYV, IVV, VOO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

VOO0.03%$3

SPYV0.04%$4

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

Yields: SPYV, IVV, VOO, SPYM

1.68%highest, SPYV

FundTrailing yieldYield$10k

SPYV1.68%$168

IVV1.14%$114

VOO1.10%$110

SPYM1.05%$105

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

Income After Fees on $10,000

$164most kept, SPYV

SPYV$168 − $4 = $164

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SPYV, IVV, VOO, SPYM

Today

99.9%most shared, IVV and SPYM

SPYVIVVVOOSPYM

SPYV—61.5%57.1%61.5%

IVV61.5%—92.2%99.9%

VOO57.1%92.2%—92.2%

SPYM61.5%99.9%92.2%—

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

Return vs Bumpiness: 4 ETFs

+15.1%SPYV, at 10.2% volatility

SPYVWorst drop−6.2%10.2% vol

VOOWorst drop−8.9%13.5% 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

SPYVSPYM

+12.4%Year to date+8.8%

1.7%Yield1.1%

+15.1%Past year+9.8%

0.04%Fee0.02%

3–1SPYV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026