Compare · 3 funds side by side · dividends reinvested

VIS, 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

VIS, 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%$182B1.4

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%$850B1.6

Vanguard Industrials ETFSectors · Industrials0.09%0.98%+5.4%+6.3%+19.8%+10.7%−13.5%18.8%$8.0B3.0

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: VIS 2004 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Industrials ETF · $8.0B$16,601

VIS

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

VISMeasureSPYM

+5.4%Year to dateJan 1 → Nov 6+8.8%

+6.3%1 yearTotal return+9.8%

+19.8%3 years · per year$10,000 became $17,196 · $18,082+21.8%

+10.7%5 years · per year$10,000 became $16,601 · $17,192+11.4%

0.09%Expense ratio$9 · $2 a year on $10k · lower is better0.02%

0.98%Trailing 12-mo yield$98 · $105 a year on $10k1.05%

−13.5%Worst dropSmaller is better−8.9%

18.8%VolatilityLower is calmer13.6%

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

0–8SPYM wins

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

More Ways to See the Pairs

VIS vs SPYM: Top 5 Holdings

Today

VIS

20.5%in top 5

SPYM

in top 527.8%

VISStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.6%CATnot top 5

4.9%GEnot top 5

not top 5AMZN4.0%

3.8%GEVnot top 5

3.7%RTXnot top 5

not top 5GOOGL2.6%

2.5%ETNnot top 5

Held in common8.1%

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

VIS vs SPYM Returns, Every Period

VanguardVIS

+10.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

VISSPYMFaded: behind in that period

0–4SPYM wins

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

Sector vs Core: VIS vs IVV

YTD

VanguardVIS

+5.4%

IVViShares

+8.7%

+5.4%Year to date+8.7%

−13.5%Worst drop · 1Y−8.9%

18.8%Volatility · 1Y13.6%

1.0%Yield1.1%

$8.0BAssets$850B

4–0IVV wins

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

Cost, Income and Risk

Fees: VIS, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

VIS0.09%$9

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

Yields: VIS, SPYM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.05%$105

VIS0.98%$98

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

VIS$98 − $9 = $89

KeptFee

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

Overlap: VIS, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

VISSPYMIVV

VIS—8.1%8.1%

SPYM8.1%—99.9%

IVV8.1%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

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

VISWorst drop−13.5%18.8% vol

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

Paid More vs Made More

YTD

IVVSPYM

+8.7%Year to date+8.8%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.02%

2–0SPYM 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$850B

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