Compare · 3 funds side by side · dividends reinvested

TLT, IVV and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

TLT, IVV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.0

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.77%−2.3%−4.6%+3.8%−7.7%−12.5%9.6%$49.1B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: TLT 2002 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares 20+ Year Treasury Bond ETF · $49.1B$6,684

TLT

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested

TLTMeasureIVV

−2.3%Year to dateJan 1 → Nov 5+8.4%

−4.6%1 yearTotal return+9.7%

+3.8%3 years · per year$10,000 became $11,187 · $18,221+22.1%

−7.7%5 years · per year$10,000 became $6,684 · $17,151+11.4%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

4.77%Trailing 12-mo yield$477 · $114 a year on $10k1.14%

−12.5%Worst dropSmaller is better−8.9%

9.6%VolatilityLower is calmer13.6%

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

2–6IVV wins

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

More Ways to See the Pairs

TLT vs IVV: Top 5 Holdings

Today

TLT

[…]in top 5

IVV

in top 527.7%

TLTStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

TLT vs IVV Returns, Every Period

iSharesTLT

−7.7%

5 years, per year

IVViShares

+11.4%

5 years, per year

TLTIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Core: TLT vs IVV

YTD

iSharesTLT

−2.3%

IVViShares

+8.4%

−2.3%Year to date+8.4%

−12.5%Worst drop · 1Y−8.9%

9.6%Volatility · 1Y13.6%

4.8%Yield1.1%

$49.1BAssets$850B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TLT, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

TLT0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TLT, IVV, SPYM

4.77%highest, TLT

FundTrailing yieldYield$10k

TLT4.77%$477

IVV1.14%$114

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$462most kept, TLT

TLT$477 − $15 = $462

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TLT, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

TLTIVVSPYM

TLT—[…][…]

IVV[…]—99.9%

SPYM[…]99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

TLTWorst drop−12.5%9.6% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

TLTSPYM

−2.3%Year to date+8.4%

4.8%Yield1.1%

−4.6%Past year+9.8%

0.15%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026