Compare · 3 funds side by side · dividends reinvested

YLDY, IVV and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

YLDY, 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

Horizon Funds - Horizon High Income ETFIncome · Covered calls0.70%1.87%[…][…][…][…][…][…]$20M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: YLDY 2026 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon High Income ETF · $20M[…]

YLDY

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 58.7% in common

YLDYMeasureIVV

[…]Year to dateJan 1 → Nov 9+11.3%

[…]1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

1.87%Trailing 12-mo yield$187 · $111 a year on $10k1.11%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.8%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

YLDY vs IVV: Top 5 Holdings

Today

YLDY

21.1%in top 5

IVV

in top 527.8%

YLDYStockIVV

not top 5AAPL7.9%

6.3%NVDA7.1%

6.2%MSFT6.2%

4.4%GOOGL2.6%

not top 5AMZN4.0%

2.1%AVGOnot top 5

2.1%METAnot top 5

Held in common58.7%

End-of-day Nov 9, 2026 · share of each fund

YLDY vs IVV Returns, Every Period

Horizon FundsYLDY

[…]

past year

IVViShares

+13.6%

past year

Returns […]

YLDYIVVFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: YLDY vs IVV

YTD

Horizon FundsYLDY

[…]

IVViShares

+11.3%

[…]Year to date+11.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.8%

1.9%Yield1.1%

$20.4MAssets$875B

1–0YLDY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: YLDY, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

YLDY0.70%$70

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: YLDY, IVV, SPYM

1.87%highest, YLDY

FundTrailing yieldYield$10k

YLDY1.87%$187

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, YLDY

YLDY$187 − $70 = $117

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: YLDY, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

YLDYIVVSPYM

YLDY—58.7%58.7%

IVV58.7%—99.9%

SPYM58.7%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

YLDYWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

YLDYSPYM

[…]Year to date+11.3%

1.9%Yield1.0%

[…]Past year+13.6%

0.70%Fee0.02%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026