SHLD vs SPYM

ASHLD

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPYM $17,749

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 common1.7%SHLD and SPYM

SHLD

SPYM

Global X - Defense Tech ETF · $6.6BState Street SPDR Portfolio S&P 500 ETF · $185B

+37.0%3 years · per year$25,691 · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

0.67%12-mo yield$67 · $103 on $10k1.03%

−25.4%Worst dropSmaller wins−8.9%

25.1%VolatilityLower wins12.7%

1–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHLD · SPYM

11.0%PLTR0.7%

9.2%RTX0.4%

9.7%LMT0.2%

8.8%GD0.1%

Held in common1.7%

End-of-day Nov 4, 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	ASHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B

End-of-day Nov 4, 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	ASHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHLD vs SPYM

SHLD

Global X - Defense Tech

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureSHLDSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield0.67%1.03%

5 years, per year[…]+12.2%

3 years, per year+37.0%+24.1%

Worst drop · 1Y−25.4%−8.9%

Volatility · 1Y25.1%12.7%

4–1measures won
SPYM first

1.7%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: SHLD, SPYM, IVV

Today

98.6%most shared, SPYM and IVV

SHLDSPYMIVV

SHLD—1.7%1.6%

SPYM1.7%—98.6%

IVV1.6%98.6%—

End-of-day Nov 4, 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

SHLD$67 − $50 = $17

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee