Compare · 3 funds side by side · dividends reinvested

AFSC, IVV and SPY

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

02 / 04

AFSC, IVV and SPY, 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

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.06%+22.3%+25.7%[…][…]−10.3%18.4%$11M2.3

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: AFSC 1997 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

abrdn Focused U.S. Small Cap Active ETF · $11M[…]

AFSC

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AFSCMeasureIVV

+22.3%Year to dateJan 1 → Nov 4+13.4%

+25.7%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

1.09%Expense ratio$109 · $3 a year on $10k · lower is better0.03%

0.06%Trailing 12-mo yield$6 · $109 a year on $10k1.09%

−10.3%Worst dropSmaller is better−8.9%

18.4%VolatilityLower is calmer12.9%

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

2–4IVV wins

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

More Ways to See the Pairs

AFSC vs IVV: Top 5 Holdings

Today

AFSC

15.7%in top 5

IVV

in top 527.3%

AFSCStockIVV

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.8%KNSAnot top 5

3.2%AHRnot top 5

3.0%QTWOnot top 5

2.9%MMSInot top 5

2.8%LGNDnot top 5

not top 5GOOGL2.5%

Held in common0.0%

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

AFSC vs IVV Returns, Every Period

AberdeenAFSC

+25.7%

past year

IVViShares

+13.5%

past year

AFSCIVVFaded: behind in that period

2–0AFSC wins

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

Stocks vs Core: AFSC vs IVV

YTD

AberdeenAFSC

+22.3%

IVViShares

+13.4%

+22.3%Year to date+13.4%

−10.3%Worst drop · 1Y−8.9%

18.4%Volatility · 1Y12.9%

0.1%Yield1.1%

$10.6MAssets$887B

3–1IVV wins

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

Cost, Income and Risk

Fees: AFSC, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

AFSC1.09%$109

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

Yields: AFSC, IVV, SPY

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SPY0.99%$99

AFSC0.06%$6

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

AFSC$6 − $109 = −$103

KeptFee

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

Overlap: AFSC, IVV, SPY

Today

99.9%most shared, IVV and SPY

AFSCIVVSPY

AFSC—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+25.7%AFSC, at 18.4% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

AFSCWorst drop−10.3%18.4% vol

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

Paid More vs Made More

YTD

IVVAFSC

+13.4%Year to date+22.3%

1.1%Yield0.1%

+13.5%Past year+25.7%

0.03%Fee1.09%

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