Compare · 3 funds side by side · dividends reinvested

IVV, WCMI and SPY

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,118SPY · best of the three

02 / 04

IVV, WCMI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+8.7%+12.2%[…][…]−12.5%20.9%$2.1B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · WCMI 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

IVVMeasureSPY

+8.7%Year to dateJan 1 → Nov 9+11.2%

+9.8%1 yearTotal return+13.5%

+21.8%3 years · per year$10,000 became $18,084 · $18,118+21.9%

+11.4%5 years · per year$10,000 became $17,177 · $17,493+11.8%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.14%Trailing 12-mo yield$114 · $101 a year on $10k1.01%

−8.9%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.7%

IVVSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SPY: Top 5 Holdings

Today

IVV

27.8%in top 5

SPY

in top 527.8%

IVVStockSPY

7.9%AAPL7.9%

6.9%NVDA6.9%

6.3%MSFT6.3%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.9%

End-of-day Nov 9, 2026 · share of each fund

IVV vs SPY Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

IVVSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IVV vs SPY

YTD

iSharesIVV

+8.7%

SPYSPDR

+11.2%

+8.7%Year to date+11.2%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.7%

1.1%Yield1.0%

$853BAssets$778B

2–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, WCMI, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

WCMI0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, WCMI, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.01%$101

WCMI0.57%$57

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$101 − $9 = $92

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, WCMI, SPY

Today

99.9%most shared, IVV and SPY

IVVWCMISPY

IVV—0.2%99.9%

WCMI0.2%—0.2%

SPY99.9%0.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPY, at 13.7% volatility

IVVWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.7% vol

WCMIWorst drop−12.5%20.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+8.7%Year to date+11.2%

1.1%Yield1.0%

+9.8%Past year+13.5%

0.03%Fee0.09%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026