IVV vs SPYM

AIVV

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · IVV $18,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common99.8%IVV and SPYM

IVV

SPYM

iShares Core S&P 500 ETF · $887BState Street SPDR Portfolio S&P 500 ETF · $182B

+24.2%3 years · per year$19,178 · $19,186+24.3%

+12.6%5 years · per year$18,118 · $18,126+12.6%

0.03%Expense ratio$3 · $2 on $10k · lower wins0.02%

1.09%12-mo yield$109 · $101 on $10k1.01%

−8.9%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins12.8%

1–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SPYM

7.7%NVDA7.7%

7.4%AAPL7.4%

5.9%MSFT5.9%

3.8%AMZN3.8%

Held in common99.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SPYM

IVV

iShares Core S&P 500

$18,118

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureIVVSPYM

Fee0.03%0.02%

Cost on $10k a year$3$2

Yield1.09%1.01%

5 years, per year+12.6%+12.6%

3 years, per year+24.2%+24.3%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y12.9%12.8%

3–1measures won
SPYM first

99.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IVV, WCME, SPYM

Today

99.8%most shared, IVV and SPYM

IVVWCMESPYM

IVV—0.0%99.8%

WCME0.0%—0.0%

SPYM99.8%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

WCME$37 − $95 = −$58

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee