IBMR vs IVV5YIBMRIBMRAvsBIVVIVViShares iBonds Dec 2029 Term Muni Bond ETF · $535MiShares Core S&P 500 ETF · $883BReturns · dividends in+3.9%3 years · per year$11,209 · $18,019+21.7%[…]5 years · per year[…] · $17,398+11.7%Cost and income0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%2.54%12-mo yield$254 · $110 on $10k
Overlap: IBMR, IVV, SPYToday99.9%most shared, IVV and SPYIBMRIVVSPYIBMR—[…][…]IVV[…]—99.9%SPY[…]99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IBMR vs IVV5YAIBMRiShares iBonds Dec 2029 Term Muni Bond[…]vsIVVBiShares Core S&P 500$17,398MeasureIBMRIVVFee0.10%0.03%Cost on $10k a year$10$3Yield2.54%1.10%5 years, per year[…]+11.7%3 years, per year+3.9%+21.7%Worst drop · 1Y−2.9%−8.9%Volatility · 1Y1.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$882.8B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B3AIBMRiShares iBonds Dec 2029 Term Muni Bond ETFReadDesk0.10%2.54%−0.3%+0.9%+1.4%+3.9%new−2.9%$535MEnd-of-day Nov 12, 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▲▼1BIVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$882.8B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B3AIBMRiShares iBonds Dec 2029 Term Muni Bond ETFReadDesk0.10%2.54%−0.3%+0.9%+1.4%+3.9%new−2.9%$535MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
VOO vs IVVYTDVanguardVOOVA+11.9%vsBiSIVViShares+12.0%Jan 1Nov 12+11.9%+12.0%+11.9%Year to date+12.0%1.1%Yield1.1%$1.00TAssets$883B1–0IVV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: IBMR, IVV, SPYToday99.9%most shared, IVV and SPYIBMRIVVSPYIBMR—[…][…]IVV[…]—99.9%SPY[…]99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$244most kept, IBMRIBMR$254 − $10 = $244IVV$110 − $3 = $107SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee