Compare · 3 funds side by side · dividends reinvested

VYM, IVV and SPYM

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

02 / 04

VYM, IVV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.8

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%$182B2.0

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%$850B2.3

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: VYM 2006 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$16,941

VYM

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 35.5% in common

VYMMeasureIVV

+12.8%Year to dateJan 1 → Nov 6+8.7%

+16.5%1 yearTotal return+9.8%

+19.6%3 years · per year$10,000 became $17,107 · $18,084+21.8%

+11.1%5 years · per year$10,000 became $16,941 · $17,177+11.4%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

2.31%Trailing 12-mo yield$231 · $114 a year on $10k1.14%

−6.7%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer13.6%

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

5–3VYM wins

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

More Ways to See the Pairs

VYM vs IVV: Top 5 Holdings

Today

VYM

18.2%in top 5

IVV

in top 527.8%

VYMStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

6.9%AVGOnot top 5

not top 5MSFT6.3%

not top 5AMZN4.0%

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

not top 5GOOGL2.6%

2.0%ABBVnot top 5

Held in common35.5%

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

VYM vs IVV Returns, Every Period

VanguardVYM

+11.1%

5 years, per year

IVViShares

+11.4%

5 years, per year

VYMIVVFaded: behind in that period

2–2Level

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

Income vs Core: VYM vs IVV

YTD

VanguardVYM

+12.8%

IVViShares

+8.7%

+12.8%Year to date+8.7%

−6.7%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y13.6%

2.3%Yield1.1%

$78.9BAssets$850B

4–0VYM wins

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

Cost, Income and Risk

Fees: VYM, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

VYM0.04%$4

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

Yields: VYM, IVV, SPYM

2.31%highest, VYM

FundTrailing yieldYield$10k

VYM2.31%$231

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: VYM, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

VYMIVVSPYM

VYM—35.5%35.5%

IVV35.5%—99.9%

SPYM35.5%99.9%—

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

Return vs Bumpiness: 3 ETFs

+16.5%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% 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

VYMSPYM

+12.8%Year to date+8.8%

2.3%Yield1.1%

+16.5%Past year+9.8%

0.04%Fee0.02%

3–1VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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