Compare · 3 funds side by side · dividends reinvested

USRT, SPYM and IVV

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

02 / 04

USRT, 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

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

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.2B2.3

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: USRT 2007 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.2B$12,000

USRT

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

USRTMeasureSPYM

+16.2%Year to dateJan 1 → Nov 6+8.8%

+16.0%1 yearTotal return+9.8%

+16.0%3 years · per year$10,000 became $15,602 · $18,082+21.8%

+3.7%5 years · per year$10,000 became $12,000 · $17,192+11.4%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

2.69%Trailing 12-mo yield$269 · $105 a year on $10k1.05%

−12.4%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.6%

USRTSPYM 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

USRT vs SPYM: Top 5 Holdings

Today

USRT

31.4%in top 5

SPYM

in top 527.8%

USRTStockSPYM

9.3%WELLnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.8%PLDnot top 5

not top 5MSFT6.3%

5.9%EQIXnot top 5

4.8%SPGnot top 5

4.6%PSAnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.6%

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

USRT vs SPYM Returns, Every Period

iSharesUSRT

+3.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

USRTSPYMFaded: behind in that period

2–2Level

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

Sector vs Core: USRT vs IVV

YTD

iSharesUSRT

+16.2%

IVViShares

+8.7%

+16.2%Year to date+8.7%

−12.4%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.6%

2.7%Yield1.1%

$4.2BAssets$853B

2–2level

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

Cost, Income and Risk

Fees: USRT, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

USRT0.08%$8

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

Yields: USRT, SPYM, IVV

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: USRT, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

USRTSPYMIVV

USRT—1.6%1.6%

SPYM1.6%—99.9%

IVV1.6%99.9%—

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

Return vs Bumpiness: 3 ETFs

+16.0%USRT, at 13.9% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

USRTWorst drop−12.4%13.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USRTSPYM

+16.2%Year to date+8.8%

2.7%Yield1.1%

+16.0%Past year+9.8%

0.08%Fee0.02%

3–1USRT 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