Compare · 3 funds side by side · dividends reinvested

USAF, SPYM and IVV

USAFAtlas Capital Team×SPYMSPDR×IVViShares×

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

02 / 04

USAF, 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

The 2023 ETF Series Trust - Atlas America FundUS Stock Styles · Large cap0.94%2.43%+2.8%+3.6%[…][…]−4.4%5.8%$15M2.0

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%$853B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: USAF 2024 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

The 2023 ETF Series Trust - Atlas America Fund · $15M[…]

USAF

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

USAFMeasureSPYM

+2.8%Year to dateJan 1 → Nov 6+8.8%

+3.6%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.94%Expense ratio$94 · $2 a year on $10k · lower is better0.02%

2.43%Trailing 12-mo yield$243 · $105 a year on $10k1.05%

−4.4%Worst dropSmaller is better−8.9%

5.8%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

USAF vs SPYM: Top 5 Holdings

Today

USAF

45.1%in top 5

SPYM

in top 527.8%

USAFStockSPYM

10.2%PDBAnot top 5

9.5%IAUMnot top 5

9.3%VBILnot top 5

8.2%GLDMnot top 5

not top 5AAPL7.9%

7.9%STIPnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.8%

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

USAF vs SPYM Returns, Every Period

Atlas Capital TeamUSAF

+3.6%

past year

SPYMSPDR

+9.8%

past year

USAFSPYMFaded: behind in that period

0–2SPYM wins

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

Stocks vs Core: USAF vs IVV

YTD

Atlas Capital TeamUSAF

+2.8%

IVViShares

+8.7%

+2.8%Year to date+8.7%

−4.4%Worst drop · 1Y−8.9%

5.8%Volatility · 1Y13.6%

2.4%Yield1.1%

$15.5MAssets$853B

3–1USAF wins

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

Cost, Income and Risk

Fees: USAF, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

USAF0.94%$94

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

Yields: USAF, SPYM, IVV

2.43%highest, USAF

FundTrailing yieldYield$10k

USAF2.43%$243

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$149most kept, USAF

USAF$243 − $94 = $149

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: USAF, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

USAFSPYMIVV

USAF—0.8%0.8%

SPYM0.8%—99.9%

IVV0.8%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

USAFWorst drop−4.4%5.8% vol

SPYMWorst 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

USAFSPYM

+2.8%Year to date+8.8%

2.4%Yield1.1%

+3.6%Past year+9.8%

0.94%Fee0.02%

3–1SPYM 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$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