IYT vs SPYM

AIYT

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · IVV $17,747

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common1.3%IYT and SPYM

IYT

SPYM

iShares U.S. Transportation ETF · $2.0BState Street SPDR Portfolio S&P 500 ETF · $185B

+17.4%3 years · per year$16,174 · $19,092+24.1%

+5.2%5 years · per year$12,909 · $17,749+12.2%

0.37%Expense ratio$37 · $2 on $10k · lower wins0.02%

0.92%12-mo yield$92 · $103 on $10k1.03%

−12.6%Worst dropSmaller wins−8.9%

20.1%VolatilityLower wins12.7%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIYT · SPYM

18.7%UNP0.3%

13.8%UBER0.2%

10.0%CSX0.1%

4.9%UPS0.1%

Held in common1.3%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	AIYT	iShares U.S. Transportation ETFRead Desk	0.37%	0.92%	−0.5%	+11.8%	+15.4%	+17.4%	+5.2%	−12.6%	$2.0B

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	AIYT	iShares U.S. Transportation ETFRead Desk	0.37%	0.92%	−0.5%	+11.8%	+15.4%	+17.4%	+5.2%	−12.6%	$2.0B

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

Cards for this view

IYT vs SPYM

IYT

iShares U.S. Transportation

$12,909

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureIYTSPYM

Fee0.37%0.02%

Cost on $10k a year$37$2

Yield0.92%1.03%

5 years, per year+5.2%+12.2%

3 years, per year+17.4%+24.1%

Worst drop · 1Y−12.6%−8.9%

Volatility · 1Y20.1%12.7%

6–0measures won
SPYM first

1.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: IYT, SPYM, IVV

Today

98.6%most shared, SPYM and IVV

IYTSPYMIVV

IYT—1.3%1.3%

SPYM1.3%—98.6%

IVV1.3%98.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

IYT$92 − $37 = $55

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee