Compare · 3 funds side by side · dividends reinvested

VV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

VV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.3

Vanguard Morningstar Large-Cap ETFLow-Cost Core · US large cap0.03%1.07%+8.1%+9.4%+22.3%+11.0%−9.2%13.7%$54.1B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: VV 2004 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Large-Cap ETF · $54.1B$16,838

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 91.7% in common

VVMeasureSPYM

+8.1%Year to dateJan 1 → Nov 5+8.4%

+9.4%1 yearTotal return+9.8%

+22.3%3 years · per year$10,000 became $18,301 · $18,222+22.1%

+11.0%5 years · per year$10,000 became $16,838 · $17,164+11.4%

0.03%Expense ratio$3 · $2 a year on $10k · lower is better0.02%

1.07%Trailing 12-mo yield$107 · $106 a year on $10k1.06%

−9.2%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

2–6SPYM wins

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

More Ways to See the Pairs

VV vs SPYM: Top 5 Holdings

Today

28.4%in top 5

SPYM

in top 527.7%

VVStockSPYM

8.1%NVDA7.3%

7.5%AAPL7.7%

5.9%MSFT6.2%

3.7%AMZN3.9%

3.1%GOOGL2.6%

Held in common91.7%

End-of-day Nov 5, 2026 · share of each fund

VV vs SPYM Returns, Every Period

VanguardVV

+11.0%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

VVSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VV vs SPYM

YTD

VanguardVV

+8.1%

SPYMSPDR

+8.4%

+8.1%Year to date+8.4%

−9.2%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

1.1%Yield1.1%

$54.1BAssets$182B

3–0SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VV0.03%$3

SPY0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VV, SPYM, SPY

1.07%highest, VV

FundTrailing yieldYield$10k

VV1.07%$107

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VV

VV$107 − $3 = $104

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

VVSPYMSPY

VV—91.7%91.7%

SPYM91.7%—99.9%

SPY91.7%99.9%—

End-of-day Nov 5, 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

SPYWorst drop−8.9%13.6% vol

VVWorst drop−9.2%13.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VVSPYM

+8.1%Year to date+8.4%

1.1%Yield1.1%

+9.4%Past year+9.8%

0.03%Fee0.02%

3–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026