Compare · 4 funds side by side · dividends reinvested

TLT, VOO, IVV and SPYM

TLTiShares×VOOVanguard×IVViShares×SPYMSPDR×

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

02 / 04

TLT, VOO, 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%$182B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.1

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%$850B2.6

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.77%−2.3%−4.6%+3.8%−7.7%−12.5%9.6%$49.1B3.3

Rank among the four1st → 4thFee, 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 · VOO 2010 · 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

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested

TLTMeasureVOO

−2.3%Year to dateJan 1 → Nov 5+8.4%

−4.6%1 yearTotal return+9.8%

+3.8%3 years · per year$10,000 became $11,187 · $18,224+22.1%

−7.7%5 years · per year$10,000 became $6,684 · $17,156+11.4%

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

4.77%Trailing 12-mo yield$477 · $110 a year on $10k1.10%

−12.5%Worst dropSmaller is better−8.9%

9.6%VolatilityLower is calmer13.5%

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

2–6VOO 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 VOO: Top 5 Holdings

Today

TLT

[…]in top 5

VOO

in top 528.3%

TLTStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

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

TLT vs VOO Returns, Every Period

iSharesTLT

−7.7%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

TLTVOOFaded: behind in that period

0–4VOO 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, VOO, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IVV0.03%$3

TLT0.15%$15

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

Yields: TLT, VOO, IVV, SPYM

4.77%highest, TLT

FundTrailing yieldYield$10k

TLT4.77%$477

IVV1.14%$114

VOO1.10%$110

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

VOO$110 − $3 = $107

SPYM$106 − $2 = $104

KeptFee

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

Overlap: TLT, VOO, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

TLTVOOIVVSPYM

TLT—[…][…][…]

VOO[…]—93.5%93.5%

IVV[…]93.5%—99.9%

SPYM[…]93.5%99.9%—

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

Return vs Bumpiness: 4 ETFs

+9.8%SPYM, at 13.6% volatility

TLTWorst drop−12.5%9.6% 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 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 Four

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026