Compare · 4 funds side by side · dividends reinvested

TOK, SPYM, SPY and IVV

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

02 / 04

TOK, SPYM, SPY 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%$178B1.9

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%$853B2.3

iShares MSCI Kokusai ETFUnsorted0.25%1.33%+8.2%+10.1%+21.1%+10.3%−9.1%13.2%$231M2.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B3.0

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: TOK 2007 · SPYM 2005 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Kokusai ETF · $231M$16,299

TOK

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 74.3% in common

TOKMeasureSPYM

+8.2%Year to dateJan 1 → Nov 6+8.8%

+10.1%1 yearTotal return+9.8%

+21.1%3 years · per year$10,000 became $17,757 · $18,082+21.8%

+10.3%5 years · per year$10,000 became $16,299 · $17,192+11.4%

0.25%Expense ratio$25 · $2 a year on $10k · lower is better0.02%

1.33%Trailing 12-mo yield$133 · $105 a year on $10k1.05%

−9.1%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.6%

TOKSPYM 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

TOK vs SPYM: Top 5 Holdings

Today

TOK

20.7%in top 5

SPYM

in top 527.8%

TOKStockSPYM

6.1%AAPL7.9%

5.0%NVDA6.9%

4.6%MSFT6.3%

3.0%AMZN4.0%

2.0%GOOGL2.6%

Held in common74.3%

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

TOK vs SPYM Returns, Every Period

iSharesTOK

+10.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

TOKSPYMFaded: behind in that period

1–3SPYM wins

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

Unsorted vs Core: TOK vs IVV

YTD

iSharesTOK

+8.2%

IVViShares

+8.7%

+8.2%Year to date+8.7%

−9.1%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.6%

1.3%Yield1.1%

$231MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: TOK, SPYM, SPY, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

TOK0.25%$25

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

Yields: TOK, SPYM, SPY, IVV

1.33%highest, TOK

FundTrailing yieldYield$10k

TOK1.33%$133

IVV1.14%$114

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

TOK$133 − $25 = $108

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: TOK, SPYM, SPY, IVV

Today

99.9%most shared, SPYM and IVV

TOKSPYMSPYIVV

TOK—74.3%74.3%74.3%

SPYM74.3%—99.9%99.9%

SPY74.3%99.9%—99.9%

IVV74.3%99.9%99.9%—

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

Return vs Bumpiness: 4 ETFs

+10.1%TOK, at 13.2% volatility

TOKWorst drop−9.1%13.2% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst 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

TOKSPYM

+8.2%Year to date+8.8%

1.3%Yield1.1%

+10.1%Past year+9.8%

0.25%Fee0.02%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

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

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