Compare · 3 funds side by side · dividends reinvested

AFOS, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

AFOS, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.0

ARS Focused Opportunity Strategy ETFUnsorted0.46%0.24%+22.5%+27.8%[…][…]−11.8%23.9%$286M2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: AFOS 2025 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ARS Focused Opportunity Strategy ETF · $286M[…]

AFOS

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

AFOSMeasureSPY

+22.5%Year to dateJan 1 → Nov 4+13.3%

+27.8%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.46%Expense ratio$46 · $9 a year on $10k · lower is better0.09%

0.24%Trailing 12-mo yield$24 · $99 a year on $10k0.99%

−11.8%Worst dropSmaller is better−8.9%

23.9%VolatilityLower is calmer12.9%

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

2–4SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFOS vs SPY: Top 5 Holdings

Today

AFOS

20.8%in top 5

SPY

in top 527.3%

AFOSStockSPY

4.4%NVDA7.7%

not top 5AAPL7.4%

3.9%MSFT5.9%

4.6%MPCnot top 5

4.1%NEMnot top 5

3.8%MUnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common21.9%

End-of-day Nov 4, 2026 · share of each fund

AFOS vs SPY Returns, Every Period

ARSAFOS

+27.8%

past year

SPYSPDR

+13.4%

past year

AFOSSPYFaded: behind in that period

2–0AFOS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: AFOS vs IVV

YTD

ARSAFOS

+22.5%

IVViShares

+13.4%

+22.5%Year to date+13.4%

−11.8%Worst drop · 1Y−8.9%

23.9%Volatility · 1Y12.9%

0.2%Yield1.1%

$286MAssets$887B

3–1IVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFOS, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

AFOS0.46%$46

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFOS, SPY, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SPY0.99%$99

AFOS0.24%$24

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPY$99 − $9 = $90

AFOS$24 − $46 = −$22

KeptFee

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

Overlap: AFOS, SPY, IVV

Today

99.9%most shared, SPY and IVV

AFOSSPYIVV

AFOS—21.9%21.9%

SPY21.9%—99.9%

IVV21.9%99.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.8%AFOS, at 23.9% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

AFOSWorst drop−11.8%23.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IVVAFOS

+13.4%Year to date+22.5%

1.1%Yield0.2%

+13.5%Past year+27.8%

0.03%Fee0.46%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026