Compare · 3 funds side by side · dividends reinvested

BFOR, IVV and SPY

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

02 / 04

BFOR, 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%$853B1.5

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%$778B2.0

ALPS ETF Trust - Barron's 400 ETFUnsorted0.65%0.53%+12.7%+17.8%+19.7%+9.0%−9.0%14.8%$233M2.5

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: BFOR 2013 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ALPS ETF Trust - Barron's 400 ETF · $233M$15,354

BFOR

SPY

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

$10,000 five years ago, dividends reinvested · they hold 17.1% in common

BFORMeasureSPY

+12.7%Year to dateJan 1 → Nov 9+11.2%

+17.8%1 yearTotal return+13.5%

+19.7%3 years · per year$10,000 became $17,160 · $18,118+21.9%

+9.0%5 years · per year$10,000 became $15,354 · $17,493+11.8%

0.65%Expense ratio$65 · $9 a year on $10k · lower is better0.09%

0.53%Trailing 12-mo yield$53 · $101 a year on $10k1.01%

−9.0%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.7%

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

2–6SPY wins

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

More Ways to See the Pairs

BFOR vs SPY: Top 5 Holdings

Today

BFOR

1.9%in top 5

SPY

in top 527.8%

BFORStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.4%CRCTnot top 5

0.4%CDNAnot top 5

0.4%PTCnot top 5

0.4%FIGSnot top 5

0.4%ADMAnot top 5

Held in common17.1%

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

BFOR vs SPY Returns, Every Period

ALPSBFOR

+9.0%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

BFORSPYFaded: behind in that period

2–2Level

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

Unsorted vs Core: BFOR vs IVV

YTD

ALPSBFOR

+12.7%

IVViShares

+11.3%

+12.7%Year to date+11.3%

−9.0%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.8%

0.5%Yield1.1%

$233MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: BFOR, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

BFOR0.65%$65

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

Yields: BFOR, IVV, SPY

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

BFOR0.53%$53

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

BFOR$53 − $65 = −$12

KeptFee

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

Overlap: BFOR, IVV, SPY

Today

99.9%most shared, IVV and SPY

BFORIVVSPY

BFOR—17.1%17.1%

IVV17.1%—99.9%

SPY17.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+17.8%BFOR, at 14.8% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

BFORWorst drop−9.0%14.8% vol

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

Paid More vs Made More

YTD

IVVBFOR

+11.3%Year to date+12.7%

1.1%Yield0.5%

+13.6%Past year+17.8%

0.03%Fee0.65%

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$853B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026