SMAX vs SPY5YSMAXSMAXAvsBSPYSPYiShares Large Cap Max Buffer Sep ETF · $148MState Street SPDR S&P 500 ETF · $807BReturns · dividends in[…]3 years · per year[…] · $17,889+21.4%[…]5 years · per year[…] · $17,214+11.5%Cost and income0.53%Expense ratio$53 · $9 on $10k · lower wins0.09%0.92%12-mo yield$92 · $101 on $10k1.01%
Overlap: SMAX, SPY, IVVToday99.9%most shared, SPY and IVVSMAXSPYIVVSMAX—0.0%0.0%SPY0.0%—99.9%IVV0.0%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SMAX vs SPY5YASMAXiShares Large Cap Max Buffer Sep[…]vsSPYBSPDR S&P 500$17,214MeasureSMAXSPYFee0.53%0.09%Cost on $10k a year$53$9Yield0.92%1.01%5 years, per year[…]+11.5%3 years, per year[…]+21.4%Worst drop · 1Y−1.9%−8.9%Volatility · 1Y3.0%13.7%
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%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$875.2B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3ASMAXiShares Large Cap Max Buffer Sep ETFReadDesk0.53%0.92%0.0%+5.9%+6.7%newnew−1.9%$148MEnd-of-day Nov 13, 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%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$875.2B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3ASMAXiShares Large Cap Max Buffer Sep ETFReadDesk0.53%0.92%0.0%+5.9%+6.7%newnew−1.9%$148MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: SMAX, SPY, IVVToday99.9%most shared, SPY and IVVSMAXSPYIVVSMAX—0.0%0.0%SPY0.0%—99.9%IVV0.0%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108SPY$101 − $9 = $92SMAX$92 − $53 = $39KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee