Compare · 3 funds side by side · dividends reinvested

XLK, IVV and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,952XLK · best of the three

02 / 04

XLK, IVV and SPYM, 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%$182B1.8

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+13.2%+11.1%+26.4%+15.9%−19.6%28.5%$117B2.0

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%$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 5, 2026 · returns include dividends · since: XLK 1998 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street Technology Select Sector SPDR ETF · $117B$20,952

XLK

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 36.6% in common

XLKMeasureIVV

+13.2%Year to dateJan 1 → Nov 5+8.4%

+11.1%1 yearTotal return+9.7%

+26.4%3 years · per year$10,000 became $20,176 · $18,221+22.1%

+15.9%5 years · per year$10,000 became $20,952 · $17,151+11.4%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

0.51%Trailing 12-mo yield$51 · $114 a year on $10k1.14%

−19.6%Worst dropSmaller is better−8.9%

28.5%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

XLK vs IVV: Top 5 Holdings

Today

XLK

52.7%in top 5

IVV

in top 527.7%

XLKStockIVV

15.8%AAPL7.7%

15.0%NVDA7.3%

12.8%MSFT6.2%

4.8%AVGOnot top 5

4.5%AMDnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common36.6%

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

XLK vs IVV Returns, Every Period

SPDRXLK

+15.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

XLKIVVFaded: behind in that period

4–0XLK wins

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

Sector vs Core: XLK vs IVV

YTD

SPDRXLK

+13.2%

IVViShares

+8.4%

+13.2%Year to date+8.4%

−19.6%Worst drop · 1Y−8.9%

28.5%Volatility · 1Y13.6%

0.5%Yield1.1%

$117BAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: XLK, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

XLK0.08%$8

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

Yields: XLK, IVV, SPYM

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.06%$106

XLK0.51%$51

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

XLK$51 − $8 = $43

KeptFee

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

Overlap: XLK, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

XLKIVVSPYM

XLK—36.6%36.7%

IVV36.6%—99.9%

SPYM36.7%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.1%XLK, at 28.5% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

XLKWorst drop−19.6%28.5% vol

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

Paid More vs Made More

YTD

IVVXLK

+8.4%Year to date+13.2%

1.1%Yield0.5%

+9.7%Past year+11.1%

0.03%Fee0.08%

2–2level

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

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$850B

0–0level

End-of-day Nov 5, 2026