Compare · 3 funds side by side · dividends reinvested

WMSB, IVV and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeWMSB · 5.07% · $507 a year on $10k

Story of the three · RiskSmallest drop

WMSB, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.6

Northern Lights Fund Trust II - Weitz Multisector Bond ETFBonds & Cash · Other bonds0.65%5.07%+1.4%+2.8%[…][…]−2.8%3.0%$27M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: WMSB 2025 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Northern Lights Fund Trust II - Weitz Multisector Bond ETF · $27M[…]

WMSB

IVV

iShares Core S&P 500 ETF · $875B$17,414

$10,000 five years ago, dividends reinvested

WMSBMeasure

More Ways to See the Pairs

WMSB vs IVV: Top 5 Holdings

Today

WMSB

[…]in top 5

IVV

in top 527.3%

WMSBStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: WMSB, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

WMSB0.65%$65

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

Yields: WMSB, IVV, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

IVV

+1.4%Year to dateJan 1 → Nov 10+10.9%

+2.8%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,934+21.5%

[…]5 years · per year$10,000 became […] · $17,414+11.7%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

5.07%Trailing 12-mo yield$507 · $111 a year on $10k1.11%

−2.8%Worst dropSmaller is better−8.9%

3.0%VolatilityLower is calmer13.8%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

WMSB vs IVV Returns, Every Period

1Y

WeitzWMSB

+2.8%

past year

IVViShares

+13.0%

past year

WMSBIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Core: WMSB vs IVV

YTD

WeitzWMSB

+1.4%

IVViShares

+10.9%

+1.4%Year to date+10.9%

−2.8%Worst drop · 1Y−8.9%

3.0%Volatility · 1Y13.8%

5.1%Yield1.1%

$27.1MAssets$875B

3–1WMSB wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

5.07%highest, WMSB

FundTrailing yieldYield$10k

WMSB5.07%$507

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$442most kept, WMSB

WMSB$507 − $65 = $442

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: WMSB, IVV, SPY

Today

99.9%most shared, IVV and SPY

WMSBIVVSPY

WMSB—[…][…]

IVV[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%IVV, at 13.8% volatility

WMSBWorst drop−2.8%3.0% vol

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

WMSBIVV

+1.4%Year to date+10.9%

5.1%Yield1.1%

+2.8%Past year+13.0%

0.65%Fee0.03%

3–1IVV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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WMSB, IVV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three