Compare · 3 funds side by side · dividends reinvested

BLCV, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeBLCV · 3.18% · $318 a year on $10k

Story of the three · RiskSmallest drop

BLCV, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Large Cap Value Active ETFUS Stock Styles · Value0.45%3.18%+20.2%+27.0%+22.2%[…]−9.8%13.0%$363M1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: BLCV 2023 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Large Cap Value Active ETF · $363M[…]

BLCV

SPY

State Street SPDR S&P 500 ETF · $793B$17,481

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

BLCVMeasure

More Ways to See the Pairs

BLCV vs SPY: Top 5 Holdings

Today

BLCV

28.9%in top 5

SPY

in top 526.9%

BLCVStockSPY

8.6%MSFT6.1%

7.9%AMZN4.1%

5.8%AAPL7.8%

not top 5NVDA6.3%

3.7%CVX

Cost, Income and Risk

Fees: BLCV, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

BLCV0.45%$45

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: BLCV, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPY

+20.2%Year to dateJan 1 → Nov 11+12.3%

+27.0%1 yearTotal return+12.7%

+22.2%3 years · per year$10,000 became $18,260 · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $17,481+11.8%

0.45%Expense ratio$45 · $9 a year on $10k · lower is better0.09%

3.18%Trailing 12-mo yield$318 · $100 a year on $10k1.00%

−9.8%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.7%

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

5–2BLCV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

2.8%WFCnot top 5

not top 5GOOGL2.6%

Held in common26.8%

End-of-day Nov 11, 2026 · share of each fund

BLCV vs SPY Returns, Every Period

1Y

iSharesBLCV

+27.0%

past year

SPYSPDR

+12.7%

past year

BLCVSPYFaded: behind in that period

3–0BLCV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BLCV vs IVV

YTD

iSharesBLCV

+20.2%

IVViShares

+12.3%

+20.2%Year to date+12.3%

−9.8%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.7%

3.2%Yield1.1%

$363MAssets$883B

3–1BLCV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

3.18%highest, BLCV

FundTrailing yieldYield$10k

BLCV3.18%$318

IVV1.10%$110

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$273most kept, BLCV

BLCV$318 − $45 = $273

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BLCV, SPY, IVV

Today

99.9%most shared, SPY and IVV

BLCVSPYIVV

BLCV—26.8%26.8%

SPY26.8%—99.9%

IVV26.8%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+27.0%BLCV, at 13.0% volatility

BLCVWorst drop−9.8%13.0% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

BLCVIVV

+20.2%Year to date+12.3%

3.2%Yield1.1%

+27.0%Past year+12.7%

0.45%Fee0.03%

3–1BLCV wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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BLCV, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three