Compare · 3 funds side by side · dividends reinvested

APUE, IVV and SPY

APUEActivePassive×IVViShares×SPYSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

APUE, 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%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

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%$778B2.1

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.74%+11.9%+14.7%+21.9%[…]−9.0%13.7%$2.4B2.1

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: APUE 2023 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive U.S. Equity ETF · $2.4B[…]

APUE

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 85.1% in common

APUEMeasureIVV

+11.9%Year to dateJan 1 → Nov 9+11.3%

+14.7%1 yearTotal return+13.6%

+21.9%3 years · per year$10,000 became $18,108 · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

0.74%Trailing 12-mo yield$74 · $111 a year on $10k1.11%

−9.0%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.8%

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

3–4IVV wins

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

More Ways to See the Pairs

APUE vs IVV: Top 5 Holdings

Today

APUE

27.2%in top 5

IVV

in top 527.8%

APUEStockIVV

7.2%AAPL7.9%

6.1%NVDA7.1%

5.7%MSFT6.2%

4.5%DFASnot top 5

3.7%AMZN4.0%

not top 5GOOGL2.6%

Held in common85.1%

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

APUE vs IVV Returns, Every Period

ActivePassiveAPUE

+14.7%

past year

IVViShares

+13.6%

past year

APUEIVVFaded: behind in that period

2–1APUE wins

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

Stocks vs Core: APUE vs IVV

YTD

ActivePassiveAPUE

+11.9%

IVViShares

+11.3%

+11.9%Year to date+11.3%

−9.0%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.8%

0.7%Yield1.1%

$2.4BAssets$875B

2–2level

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

Cost, Income and Risk

Fees: APUE, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

APUE0.31%$31

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

Yields: APUE, IVV, SPY

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

APUE0.74%$74

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

APUE$74 − $31 = $43

KeptFee

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

Overlap: APUE, IVV, SPY

Today

99.9%most shared, IVV and SPY

APUEIVVSPY

APUE—85.1%85.1%

IVV85.1%—99.9%

SPY85.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+14.7%APUE, at 13.7% volatility

APUEWorst drop−9.0%13.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

IVVAPUE

+11.3%Year to date+11.9%

1.1%Yield0.7%

+13.6%Past year+14.7%

0.03%Fee0.31%

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

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026