BSMC vs SPY5YBSMCBSMCAvsBSPYSPYBrandes U.S. Small-Mid Cap Value ETF · $176MState Street SPDR S&P 500 ETF · $806BReturns · dividends in+17.7%3 years · per year$16,316 · $17,889+21.4%[…]5 years · per year[…] · $17,214+11.5%Cost and income0.70%Expense ratio$70 · $9 on $10k · lower wins0.09%0.96%12-mo yield$96 · $101 on $10k1.01%
Overlap: BSMC, SPY, IVVToday99.9%most shared, SPY and IVVBSMCSPYIVVBSMC—0.3%0.3%SPY0.3%—99.9%IVV0.3%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
BSMC vs SPY5YABSMCBrandes U.S. Small-Mid Cap Value[…]vsSPYBSPDR S&P 500$17,214MeasureBSMCSPYFee0.70%0.09%Cost on $10k a year$70$9Yield0.96%1.01%5 years, per year[…]+11.5%3 years, per year+17.7%+21.4%Worst drop · 1Y−9.0%−8.9%Volatility · 1Y14.2%13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3ABSMCBrandes U.S. Small-Mid Cap Value ETFReadDesk0.70%0.96%+0.1%+15.2%+19.3%+17.7%new−9.0%$176MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3ABSMCBrandes U.S. Small-Mid Cap Value ETFReadDesk0.70%0.96%+0.1%+15.2%+19.3%+17.7%new−9.0%$176MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$879B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: BSMC, SPY, IVVToday99.9%most shared, SPY and IVVBSMCSPYIVVBSMC—0.3%0.3%SPY0.3%—99.9%IVV0.3%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108SPY$101 − $9 = $92BSMC$96 − $70 = $26KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee