RTH vs SPYM

ARTH

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.7%RTH · worst fall in 1Y

Held in common8.1%RTH and SPYM

RTH

SPYM

VanEck Retail ETF · $256MState Street SPDR Portfolio S&P 500 ETF · $179B

+19.4%3 years · per year$17,033 · $18,161+22.0%

+9.8%5 years · per year$15,934 · $17,553+11.9%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

0.85%12-mo yield$85 · $103 on $10k1.03%

−8.7%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRTH · SPYM

19.0%AMZN4.0%

12.4%WMT0.9%

9.4%COST0.7%

5.1%HD0.5%

Held in common8.1%

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 Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	ARTH	VanEck Retail ETFRead Desk	0.35%	0.85%	+2.0%	+13.5%	+14.3%	+19.4%	+9.8%	−8.7%	$256M

End-of-day Nov 9, 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%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	ARTH	VanEck Retail ETFRead Desk	0.35%	0.85%	+2.0%	+13.5%	+14.3%	+19.4%	+9.8%	−8.7%	$256M

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

RTH vs SPYM

RTH

VanEck Retail

$15,934

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureRTHSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield0.85%1.03%

5 years, per year+9.8%+11.9%

3 years, per year+19.4%+22.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y14.7%13.7%

5–1measures won
SPYM first

8.1%

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

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: RTH, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

RTHSPYMIVV

RTH—8.1%8.1%

SPYM8.1%—99.9%

IVV8.1%99.9%—

End-of-day Nov 9, 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

RTH$85 − $35 = $50

KeptFee

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