CALI vs SPYM5YCALICALIAvsBSPYMSPYMiShares Short-Term California Muni Active ETF · $700MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+3.0%3 years · per year$10,928 · $17,930+21.5%[…]5 years · per year[…] · $17,277+11.6%Cost and income0.25%Expense ratio$25 · $2 on $10k · lower wins0.02%2.47%12-mo yield$247 · $103 on $10k
Overlap: CALI, SPYM, IVVToday99.9%most shared, SPYM and IVVCALISPYMIVVCALI—[…][…]SPYM[…]—99.9%IVV[…]99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CALI vs SPYM5YACALIiShares Short-Term California Muni Active[…]vsSPYMBSPDR Portfolio S&P 500$17,277MeasureCALISPYMFee0.25%0.02%Cost on $10k a year$25$2Yield2.47%1.03%5 years, per year[…]+11.6%3 years, per year+3.0%+21.5%Worst drop · 1Y−1.2%−8.9%Volatility · 1Y1.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$186.1B2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B3ACALIiShares Short-Term California Muni Active ETFReadDesk0.25%2.47%0.0%+1.4%+1.8%+3.0%new−1.2%$700MEnd-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▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$186.1B2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B3ACALIiShares Short-Term California Muni Active ETFReadDesk0.25%2.47%0.0%+1.4%+1.8%+3.0%new−1.2%$700MEnd-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: CALI, SPYM, IVVToday99.9%most shared, SPYM and IVVCALISPYMIVVCALI—[…][…]SPYM[…]—99.9%IVV[…]99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$222most kept, CALICALI$247 − $25 = $222IVV$111 − $3 = $108SPYM$103 − $2 = $101KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee