IVV vs SPYM

AIVV

BSPYM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVV $17,151

Lowest cost0.02%SPYM · $2 on $10k

Most income2.50%VEA · $250 on $10k

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

Held in common99.9%IVV and SPYM

IVV

SPYM

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

+22.1%3 years · per year$18,221 · $18,222+22.1%

+11.4%5 years · per year$17,151 · $17,164+11.4%

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

1.14%12-mo yield$114 · $106 on $10k1.06%

−8.9%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.6%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SPYM

7.7%AAPL7.7%

7.3%NVDA7.3%

6.2%MSFT6.2%

3.9%AMZN3.9%

Held in common99.9%

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

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$36M

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

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$36M

End-of-day Nov 5, 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

$17,152

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureIVVSPYM

Fee0.03%0.02%

Cost on $10k a year$3$2

Yield1.14%1.06%

5 years, per year+11.4%+11.4%

3 years, per year+22.1%+22.1%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.6%13.6%

1–0measures won
SPYM first

99.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, WCME, VEA, SPYM

Today

99.9%most shared, IVV and SPYM

IVVWCMEVEASPYM

IVV—0.0%0.0%99.9%

WCME0.0%—6.2%0.0%

VEA0.0%6.2%—0.0%

SPYM99.9%0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$247most kept, VEA

VEA$250 − $3 = $247

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

WCME$40 − $95 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee