Compare · 2 funds side by side · dividends reinvested

XVV and SPYM

XVViShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749SPYM · best of the two

02 / 04

XVV 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%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.0

iShares ESG Select Screened S&P 500 ETFLow-Cost Core · S&P 5000.08%0.94%+10.0%+10.2%+24.0%+11.7%−10.6%13.5%$884M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: XVV 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Select Screened S&P 500 ETF · $884M$17,364

XVV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 83.1% in common

XVVMeasureSPYM

+10.0%Year to dateJan 1 → Nov 3+11.5%

+10.2%1 yearTotal return+11.9%

+24.0%3 years · per year$10,000 became $19,066 · $19,092+24.1%

+11.7%5 years · per year$10,000 became $17,364 · $17,749+12.2%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

0.94%Trailing 12-mo yield$94 · $103 a year on $10k1.03%

−10.6%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer12.7%

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

0–8SPYM wins

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

More Ways to See the Pairs

XVV vs SPYM: Top 5 Holdings

Today

XVV

31.3%in top 5

SPYM

in top 527.4%

XVVStockSPYM

9.2%AAPL7.7%

9.1%NVDA7.8%

7.1%MSFT5.9%

not top 5AMZN3.6%

3.0%GOOGL2.5%

2.9%AVGOnot top 5

Held in common83.1%

End-of-day Nov 3, 2026 · share of each fund

XVV vs SPYM Returns, Every Period

iSharesXVV

+11.7%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

XVVSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XVV vs SPYM

YTD

iSharesXVV

+10.0%

SPYMSPDR

+11.5%

+10.0%Year to date+11.5%

−10.6%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y12.7%

0.9%Yield1.0%

$884MAssets$185B

4–0SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

XVV0.08%$8

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XVV, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

XVV0.94%$94

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

XVV$94 − $8 = $86

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XVV, SPYM

Today

83.1%most shared, XVV and SPYM

XVVSPYM

XVV—83.1%

SPYM83.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

XVVWorst drop−10.6%13.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMXVV

+11.5%Year to date+10.0%

1.0%Yield0.9%

+11.9%Past year+10.2%

0.02%Fee0.08%

4–0SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026