SPYM vs IVV

ASPYM

BIVV

Measures won3–2SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,555SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.55%VT · $155 on $10k

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

Held in common99.9%SPYM and IVV

SPYM

IVV

State Street SPDR Portfolio S&P 500 ETF · $179BiShares Core S&P 500 ETF · $853B

+22.0%3 years · per year$18,163 · $18,084+21.8%

+11.9%5 years · per year$17,555 · $17,177+11.4%

0.02%Expense ratio$2 · $3 on $10k · lower wins0.03%

1.03%12-mo yield$103 · $114 on $10k1.14%

−8.9%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

3–2SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPYM · IVV

7.9%AAPL7.9%

6.9%NVDA6.9%

6.3%MSFT6.3%

4.0%AMZN4.0%

Held in common99.9%

End-of-day Nov 9, 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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.2%	+1.9%	+0.3%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.2%	+1.9%	+0.3%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPYM vs IVV

SPYM

SPDR Portfolio S&P 500

$17,555

IVV

iShares Core S&P 500

$17,177

MeasureSPYMIVV

Fee0.02%0.03%

Cost on $10k a year$2$3

Yield1.03%1.14%

5 years, per year+11.9%+11.4%

3 years, per year+22.0%+21.8%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.7%13.6%

3–2measures won
SPYM first

99.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, WCME, VT, SPYM

Today

99.9%most shared, IVV and SPYM

IVVWCMEVTSPYM

IVV—0.0%55.1%99.9%

WCME0.0%—4.2%0.0%

VT55.1%4.2%—55.1%

SPYM99.9%0.0%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$149most kept, VT

VT$155 − $6 = $149

IVV$114 − $3 = $111

SPYM$103 − $2 = $101

WCME$38 − $95 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee