SMOT vs SPY5YSMOTSMOTAvsBSPYSPYVanEck Morningstar SMID Moat ETF · $293MState Street SPDR S&P 500 ETF · $807BReturns · dividends in+16.5%3 years · per year$15,820 · $17,889+21.4%[…]5 years · per year[…] · $17,214+11.5%Cost and income0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%1.20%12-mo yield$120 · $101 on $10k
Overlap: SMOT, SPY, IVVToday99.9%most shared, SPY and IVVSMOTSPYIVVSMOT—3.7%3.7%SPY3.7%—99.9%IVV3.7%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SMOT vs SPY5YASMOTVanEck Morningstar SMID Moat[…]vsSPYBSPDR S&P 500$17,214MeasureSMOTSPYFee0.49%0.09%Cost on $10k a year$49$9Yield1.20%1.01%5 years, per year[…]+11.5%3 years, per year+16.5%+21.4%Worst drop · 1Y−9.3%−8.9%Volatility · 1Y14.5%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%$807.1B3ASMOTVanEck Morningstar SMID Moat ETFReadDesk0.49%1.20%+0.5%+14.8%+16.3%+16.5%new−9.3%$293MEnd-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%$807.1B3ASMOTVanEck Morningstar SMID Moat ETFReadDesk0.49%1.20%+0.5%+14.8%+16.3%+16.5%new−9.3%$293MEnd-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: SMOT, SPY, IVVToday99.9%most shared, SPY and IVVSMOTSPYIVVSMOT—3.7%3.7%SPY3.7%—99.9%IVV3.7%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 = $92SMOT$120 − $49 = $71KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee