IVV vs SHM

AIVV

BSHM

Measures won3–3level · of 6 · YTD

$10,000 · YTD$11,199IVV · SHM $10,104

Lowest cost0.03%IVV · $3 on $10k

Most income2.71%SHM · $271 on $10k

Smallest drop−2.7%SHM · worst fall in 1Y

Held in common[…]IVV and SHM

YTD

iShares Core S&P 500 ETF · $879BState Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B

+12.0%Year to dateJan 1 → Nov 12+1.0%

+12.2%1 yearTotal return+1.5%

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

1.10%12-mo yield$110 · $271 on $10k2.71%

−8.9%

End-of-day Nov 12, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

YTD2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.71%	−0.2%	+1.0%	+1.5%	+3.0%	+1.0%	−2.7%	$3.5B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

YTD2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.71%	−0.2%	+1.0%	+1.5%	+3.0%	+1.0%	−2.7%	$3.5B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV

iShares Core S&P 500

$11,219

SHM

SPDR Nuveen ICE Short Term Municipal Bond

$10,150

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