Compare · 3 funds side by side · dividends reinvested

TCAL, SPYM and IVV

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

02 / 04

TCAL, 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

T. Rowe Price Capital Appreciation Premium Income ETFIncome · Premium income0.34%11.55%+10.0%+11.4%[…][…]−7.0%10.4%$321M2.0

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%$853B2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: TCAL 2025 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price Capital Appreciation Premium Income ETF · $321M[…]

TCAL

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

TCALMeasureSPYM

+10.0%Year to dateJan 1 → Nov 9+11.3%

+11.4%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.34%Expense ratio$34 · $2 a year on $10k · lower is better0.02%

11.55%Trailing 12-mo yield$1,155 · $103 a year on $10k1.03%

−7.0%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer13.7%

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

3–3Level

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

More Ways to See the Pairs

TCAL vs SPYM: Top 5 Holdings

Today

TCAL

9.1%in top 5

SPYM

in top 527.8%

TCALStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.0%VLTOnot top 5

1.9%MA.BAnot top 5

1.8%ABTnot top 5

1.7%MSFT.NEnot top 5

1.7%GEHCnot top 5

Held in common9.0%

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

TCAL vs SPYM Returns, Every Period

T. Rowe PriceTCAL

+11.4%

past year

SPYMSPDR

+13.6%

past year

TCALSPYMFaded: behind in that period

0–2SPYM wins

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

Income vs Core: TCAL vs IVV

YTD

T. Rowe PriceTCAL

+10.0%

IVViShares

+11.3%

+10.0%Year to date+11.3%

−7.0%Worst drop · 1Y−8.9%

10.4%Volatility · 1Y13.8%

11.5%Yield1.1%

$321MAssets$853B

3–1TCAL wins

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

Cost, Income and Risk

Fees: TCAL, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

TCAL0.34%$34

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

Yields: TCAL, SPYM, IVV

11.55%highest, TCAL

FundTrailing yieldYield$10k

TCAL11.55%$1,155

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

$1,121most kept, TCAL

TCAL$1,155 − $34 = $1,121

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: TCAL, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

TCALSPYMIVV

TCAL—9.0%9.0%

SPYM9.0%—99.9%

IVV9.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

TCALWorst drop−7.0%10.4% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

TCALSPYM

+10.0%Year to date+11.3%

11.5%Yield1.0%

+11.4%Past year+13.6%

0.34%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026