Compare · 3 funds side by side · dividends reinvested

WSML, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

WSML, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.6

iShares MSCI World Small-Cap ETFInternational · Global0.30%2.91%+11.0%+15.4%[…][…]−10.7%16.3%$678M2.0

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%$805B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: WSML 2025 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI World Small-Cap ETF · $678M[…]

WSML

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

WSMLMeasureSPY

+11.0%Year to dateJan 1 → Nov 5+8.3%

+15.4%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.30%Expense ratio$30 · $9 a year on $10k · lower is better0.09%

2.91%Trailing 12-mo yield$291 · $103 a year on $10k1.03%

−10.7%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

WSML vs SPY: Top 5 Holdings

Today

WSML

1.7%in top 5

SPY

in top 527.7%

WSMLStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.8%MRNAnot top 5

0.2%THCnot top 5

0.2%USFDnot top 5

0.2%VTRSnot top 5

0.2%ROKUnot top 5

Held in common1.2%

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

WSML vs SPY Returns, Every Period

iSharesWSML

+15.4%

past year

SPYSPDR

+9.7%

past year

WSMLSPYFaded: behind in that period

2–0WSML wins

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

International vs Core: WSML vs IVV

YTD

iSharesWSML

+11.0%

IVViShares

+8.4%

+11.0%Year to date+8.4%

−10.7%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.6%

2.9%Yield1.1%

$678MAssets$887B

2–2level

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

Cost, Income and Risk

Fees: WSML, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

WSML0.30%$30

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

Yields: WSML, SPY, IVV

2.91%highest, WSML

FundTrailing yieldYield$10k

WSML2.91%$291

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$261most kept, WSML

WSML$291 − $30 = $261

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: WSML, SPY, IVV

Today

99.9%most shared, SPY and IVV

WSMLSPYIVV

WSML—1.2%1.2%

SPY1.2%—99.9%

IVV1.2%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.4%WSML, at 16.3% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

WSMLWorst drop−10.7%16.3% vol

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

Paid More vs Made More

YTD

WSMLIVV

+11.0%Year to date+8.4%

2.9%Yield1.1%

+15.4%Past year+9.7%

0.30%Fee0.03%

3–1WSML wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026