RULE vs SPY5YRULERULEAvsBSPYSPYAdaptive Core ETF · $15MState Street SPDR S&P 500 ETF · $792BReturns · dividends in+13.3%3 years · per year$14,538 · $18,083+21.8%+1.3%5 years · per year$10,650 · $17,481+11.8%Cost and income2.24%Expense ratio$224 · $9 on $10k · lower wins0.09%0.00%12-mo yield$0 · $100 on $10k
Overlap: RULE, SPY, IVVToday99.9%most shared, SPY and IVVRULESPYIVVRULE—14.7%14.7%SPY14.7%—99.9%IVV14.7%99.9%—End-of-day Nov 11, 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▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$871.7B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$791.9B3ARULEAdaptive Core ETFReadDesk2.24%0.00%+1.8%+16.6%+14.6%+13.3%+1.3%−25.4%$15MEnd-of-day Nov 11, 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▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$871.7B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$791.9B3ARULEAdaptive Core ETFReadDesk2.24%0.00%+1.8%+16.6%+14.6%+13.3%+1.3%−25.4%$15MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
VOO vs IVVYTDVanguardVOOVA+12.3%vsBiSIVViShares+12.3%Jan 1Nov 11+12.3%+12.3%+12.3%Year to date+12.3%1.1%Yield1.1%$1.00TAssets$872B0–0levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
Overlap: RULE, SPY, IVVToday99.9%most shared, SPY and IVVRULESPYIVVRULE—14.7%14.7%SPY14.7%—99.9%IVV14.7%99.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$107most kept, IVVIVV$110 − $3 = $107SPY$100 − $9 = $91RULE$0 − $224 = −$224KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee