PY vs SPYM5YPYPYAvsBSPYMSPYMPrincipal Value ETF · $248MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+17.5%3 years · per year$16,212 · $18,024+21.7%+9.0%5 years · per year$15,375 · $17,408+11.7%Cost and income0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%1.65%
Overlap: PY, SPYM, IVVToday99.9%most shared, SPYM and IVVPYSPYMIVVPY—33.3%33.3%SPYM33.3%—99.9%IVV33.3%99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: 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▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2IVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$879.1B3APYPrincipal Value ETFReadDesk0.15%1.65%−0.3%+14.6%+15.9%+17.5%+9.0%−6.2%$248MEnd-of-day Nov 12, 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▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2IVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$879.1B3APYPrincipal Value ETFReadDesk0.15%1.65%−0.3%+14.6%+15.9%+17.5%+9.0%−6.2%$248MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
VOO vs IVVYTDVanguardVOOVA+11.9%vsBiSIVViShares+12.0%Jan 1Nov 12+11.9%+12.0%+11.9%Year to date+12.0%1.1%Yield1.1%$1.00TAssets$879B1–0IVV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: PY, SPYM, IVVToday99.9%most shared, SPYM and IVVPYSPYMIVVPY—33.3%33.3%SPYM33.3%—99.9%IVV33.3%99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$150most kept, PYPY$165 − $15 = $150IVV$110 − $3 = $107SPYM$102 − $2 = $100KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee