Compare · 4 funds side by side · dividends reinvested

VOO, BSJS, SPYM and IVV

VOOVanguard×BSJSInvesco×SPYMSPDR×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

VOO, BSJS, 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.9

Invesco BulletShares 2028 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.07%+3.1%+4.6%+8.4%+3.3%−1.6%2.6%$783M2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VOO 2010 · BSJS 2020 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

BSJS

Invesco BulletShares 2028 High Yield Corporate Bond ETF · $783M$11,785

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOOMeasureBSJS

+11.3%Year to dateJan 1 → Nov 9+3.1%

+13.6%1 yearTotal return+4.6%

+22.0%3 years · per year$10,000 became $18,159 · $12,730+8.4%

+11.9%5 years · per year$10,000 became $17,543 · $11,785+3.3%

0.03%Expense ratio$3 · $42 a year on $10k · lower is better0.42%

1.07%Trailing 12-mo yield$107 · $607 a year on $10k6.07%

−8.9%Worst dropSmaller is better−1.6%

13.7%VolatilityLower is calmer2.6%

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

5–3VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs BSJS: Top 5 Holdings

Today

VOO

28.3%in top 5

BSJS

in top 50.3%

VOOStockBSJS

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5AGPXX0.3%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VOO vs BSJS Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

BSJSInvesco

+3.3%

5 years, per year

VOOBSJSFaded: behind in that period

4–0VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Bonds: VOO vs BSJS

YTD

VanguardVOO

+11.3%

BSJSInvesco

+3.1%

+11.3%Year to date+3.1%

−8.9%Worst drop · 1Y−1.6%

13.7%Volatility · 1Y2.6%

1.1%Yield6.1%

$1.00TAssets$783M

3–1BSJS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, BSJS, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IVV0.03%$3

BSJS0.42%$42

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VOO, BSJS, SPYM, IVV

6.07%highest, BSJS

FundTrailing yieldYield$10k

BSJS6.07%$607

IVV1.11%$111

VOO1.07%$107

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$565most kept, BSJS

BSJS$607 − $42 = $565

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VOO, BSJS, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

VOOBSJSSPYMIVV

VOO—0.0%92.7%92.7%

BSJS0.0%—0.0%0.0%

SPYM92.7%0.0%—99.9%

IVV92.7%0.0%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

BSJSWorst drop−1.6%2.6% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BSJSSPYM

+3.1%Year to date+11.3%

6.1%Yield1.0%

+4.6%Past year+13.6%

0.42%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026