Compare · 4 funds side by side · dividends reinvested

ZAP, SPYM, SPY and IVV

ZAPGlobal X×SPYMSPDR×SPYSPDR×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,192SPYM · best of the four

02 / 04

ZAP, SPYM, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.8

Global X - U.S. Electrification ETFUS Stock Styles · Large cap0.50%1.92%+7.9%+3.1%[…][…]−13.0%16.8%$438M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ZAP 2024 · SPYM 2005 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - U.S. Electrification ETF · $438M[…]

ZAP

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

ZAPMeasureSPYM

+7.9%Year to dateJan 1 → Nov 6+8.8%

+3.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

1.92%Trailing 12-mo yield$192 · $105 a year on $10k1.05%

−13.0%Worst dropSmaller is better−8.9%

16.8%VolatilityLower is calmer13.6%

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

1–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ZAP vs SPYM: Top 5 Holdings

Today

ZAP

22.1%in top 5

SPYM

in top 527.8%

ZAPStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.5%NEEnot top 5

4.5%Dnot top 5

4.4%EDnot top 5

4.4%DUKnot top 5

4.3%EXCnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common2.1%

End-of-day Nov 6, 2026 · share of each fund

ZAP vs SPYM Returns, Every Period

Global XZAP

+3.1%

past year

SPYMSPDR

+9.8%

past year

ZAPSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ZAP vs IVV

YTD

Global XZAP

+7.9%

IVViShares

+8.7%

+7.9%Year to date+8.7%

−13.0%Worst drop · 1Y−8.9%

16.8%Volatility · 1Y13.6%

1.9%Yield1.1%

$438MAssets$853B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZAP, SPYM, SPY, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

ZAP0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ZAP, SPYM, SPY, IVV

1.92%highest, ZAP

FundTrailing yieldYield$10k

ZAP1.92%$192

IVV1.14%$114

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, ZAP

ZAP$192 − $50 = $142

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ZAP, SPYM, SPY, IVV

Today

99.9%most shared, SPYM and IVV

ZAPSPYMSPYIVV

ZAP—2.1%2.1%2.1%

SPYM2.1%—99.9%99.9%

SPY2.1%99.9%—99.9%

IVV2.1%99.9%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

ZAPWorst drop−13.0%16.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ZAPSPYM

+7.9%Year to date+8.8%

1.9%Yield1.1%

+3.1%Past year+9.8%

0.50%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026