Compare · 3 funds side by side · dividends reinvested

SVAL, SPYM 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

SVAL, SPYM and IVV, 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%$182B1.8

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%$850B2.0

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$159M2.3

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: SVAL 2020 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $159M$14,844

SVAL

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SVALMeasureSPYM

+22.4%Year to dateJan 1 → Nov 6+8.8%

+27.6%1 yearTotal return+9.8%

+20.1%3 years · per year$10,000 became $17,331 · $18,082+21.8%

+8.2%5 years · per year$10,000 became $14,844 · $17,192+11.4%

0.20%Expense ratio$20 · $2 a year on $10k · lower is better0.02%

2.25%Trailing 12-mo yield$225 · $105 a year on $10k1.05%

−9.0%Worst dropSmaller is better−8.9%

15.4%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

SVAL vs SPYM: Top 5 Holdings

Today

SVAL

4.2%in top 5

SPYM

in top 527.8%

SVALStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.9%MGNInot top 5

0.8%NSITnot top 5

0.8%FIVNnot top 5

Held in common0.0%

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

SVAL vs SPYM Returns, Every Period

iSharesSVAL

+8.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

SVALSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: SVAL vs IVV

YTD

iSharesSVAL

+22.4%

IVViShares

+8.7%

+22.4%Year to date+8.7%

−9.0%Worst drop · 1Y−8.9%

15.4%Volatility · 1Y13.6%

2.2%Yield1.1%

$159MAssets$850B

2–2level

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

Cost, Income and Risk

Fees: SVAL, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SVAL0.20%$20

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

Yields: SVAL, SPYM, IVV

2.25%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.25%$225

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SVAL, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

SVALSPYMIVV

SVAL—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+27.6%SVAL, at 15.4% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SVALWorst drop−9.0%15.4% vol

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

Paid More vs Made More

YTD

SVALSPYM

+22.4%Year to date+8.8%

2.2%Yield1.1%

+27.6%Past year+9.8%

0.20%Fee0.02%

3–1SVAL 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