Compare · 3 funds side by side · dividends reinvested

BBLS, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

BBLS, 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%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.8

Munificent Seven ETFUnsorted0.32%0.00%[…][…][…][…][…][…]$8M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: BBLS 2026 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Munificent Seven ETF · $8M[…]

BBLS

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

BBLSMeasureIVV

[…]Year to dateJan 1 → Nov 6+8.7%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.32%Expense ratio$32 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $114 a year on $10k1.14%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–2IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBLS vs IVV: Top 5 Holdings

Today

BBLS

96.5%in top 5

IVV

in top 527.8%

BBLSStockIVV

60.6%HBILnot top 5

11.0%CVXnot top 5

10.8%XOMnot top 5

not top 5AAPL7.9%

7.6%SHELnot top 5

not top 5NVDA6.9%

6.6%TTEnot top 5

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common2.0%

End-of-day Nov 6, 2026 · share of each fund

BBLS vs IVV Returns, Every Period

HarborBBLS

[…]

past year

IVViShares

+9.8%

past year

Returns […]

BBLSIVVFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: BBLS vs IVV

YTD

HarborBBLS

[…]

IVViShares

+8.7%

[…]Year to date+8.7%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.0%Yield1.1%

$8.3MAssets$850B

1–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBLS, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

BBLS0.32%$32

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BBLS, IVV, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

BBLS0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

BBLS$0 − $32 = −$32

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BBLS, IVV, SPY

Today

99.9%most shared, IVV and SPY

BBLSIVVSPY

BBLS—2.0%2.0%

IVV2.0%—99.9%

SPY2.0%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

BBLSWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+8.7%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.03%Fee0.09%

3–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026