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IVV vs SPYM

iShares Core S&P 500 ETF vs State Street SPDR Portfolio S&P 500 ETF

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street Investment Management

Annual cost

0.02%

Fund size

$137.6B

Key differences

  • IVV is significantly larger than SPYM — larger funds tend to be more liquid and less likely to close.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IVVSPYM
Annual cost (TER)0.03%0.02%
Fund size (AUM)$797.5B$137.6B
Since20002005
Dividend yield1.12%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+29.4%
CAGR 3Y+23.2%+23.2%
CAGR 5Y+14.0%+14.0%
Sharpe 3Y1.251.25
Volatility 1Y11.96%11.96%
Max drawdown-33.90%-33.87%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IVV and SPYM