Compare · 3 funds side by side · dividends reinvested

BLUI, 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

BLUI, 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%$853B1.6

Bluemonte Diversified Income ETFIncome · Dividend stocks0.80%5.24%+3.2%+4.2%[…][…]−3.7%4.1%$122M2.0

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%$819B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: BLUI 2025 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Diversified Income ETF · $122M[…]

BLUI

IVV

iShares Core S&P 500 ETF · $853B$17,177

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

BLUIMeasureIVV

+3.2%Year to dateJan 1 → Nov 6+8.7%

+4.2%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%

0.80%Expense ratio$80 · $3 a year on $10k · lower is better0.03%

5.24%Trailing 12-mo yield$524 · $114 a year on $10k1.14%

−3.7%Worst dropSmaller is better−8.9%

4.1%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

BLUI vs IVV: Top 5 Holdings

Today

BLUI

79.9%in top 5

IVV

in top 527.8%

BLUIStockIVV

19.7%MFSBnot top 5

19.6%JNKnot top 5

19.5%BONDnot top 5

11.1%CSREnot top 5

10.0%FTSLnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

BLUI vs IVV Returns, Every Period

BluemonteBLUI

+4.2%

past year

IVViShares

+9.8%

past year

BLUIIVVFaded: behind in that period

0–2IVV wins

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

Income vs Core: BLUI vs IVV

YTD

BluemonteBLUI

+3.2%

IVViShares

+8.7%

+3.2%Year to date+8.7%

−3.7%Worst drop · 1Y−8.9%

4.1%Volatility · 1Y13.6%

5.2%Yield1.1%

$122MAssets$853B

3–1BLUI wins

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

Cost, Income and Risk

Fees: BLUI, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

BLUI0.80%$80

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

Yields: BLUI, IVV, SPY

5.24%highest, BLUI

FundTrailing yieldYield$10k

BLUI5.24%$524

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$444most kept, BLUI

BLUI$524 − $80 = $444

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: BLUI, IVV, SPY

Today

99.9%most shared, IVV and SPY

BLUIIVVSPY

BLUI—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%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

BLUIWorst drop−3.7%4.1% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

BLUIIVV

+3.2%Year to date+8.7%

5.2%Yield1.1%

+4.2%Past year+9.8%

0.80%Fee0.03%

3–1IVV 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$853B

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