IVV vs BALT5YIVVIVVAvsBBALTBALTiShares Core S&P 500 ETF · $875BInnovator Defined Wealth Shield ETF · $3.3BReturns · dividends in+21.5%3 years · per year$17,934 · $12,479+7.7%+11.7%5 years · per year$17,414 · $13,502+6.2%Cost and income0.03%Expense ratio$3 · $69 on $10k · lower wins0.69%1.11%
Overlap: IVV, BALT, SPYMToday99.9%most shared, IVV and SPYMIVVBALTSPYMIVV—[…]99.9%BALT[…]—[…]SPYM99.9%[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
IVV vs BALT5YAIVViShares Core S&P 500$17,414vsBALTBInnovator Defined Wealth Shield$13,502$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.3%+10.9%+13.1%+21.5%+11.8%−8.9%$178.8B2AIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B3BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.2%+6.0%+7.7%+6.2%−1.2%$3.3BEnd-of-day Nov 10, 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▲▼1SPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.3%+10.9%+13.1%+21.5%+11.8%−8.9%$178.8B2AIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B3BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.2%+6.0%+7.7%+6.2%−1.2%$3.3BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
VOO vs IVVYTDVanguardVOOVA+10.9%vsBiSIVViShares+10.9%Jan 1Nov 10+10.9%+10.9%+10.9%Year to date+10.9%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
Overlap: IVV, BALT, SPYMToday99.9%most shared, IVV and SPYMIVVBALTSPYMIVV—[…]99.9%BALT[…]—[…]SPYM99.9%[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108SPYM$103 − $2 = $101BALT$0 − $69 = −$69KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee