Compare · 4 funds side by side · dividends reinvested

BSJS, IVV, SGOV and SPY

BSJSInvesco×IVViShares×SGOViShares×SPYSPDR×

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

02 / 04

BSJS, IVV, SGOV 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%$853B2.0

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.5

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%$819B2.5

Invesco BulletShares 2028 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.07%+3.0%+4.4%+8.6%+3.3%−1.6%2.6%$784M2.9

Rank among the four1st → 4thFee, 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: BSJS 2020 · IVV 2000 · SGOV 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2028 High Yield Corporate Bond ETF · $784M$11,756

BSJS

IVV

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

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

BSJSMeasureIVV

+3.0%Year to dateJan 1 → Nov 6+8.7%

+4.4%1 yearTotal return+9.8%

+8.6%3 years · per year$10,000 became $12,818 · $18,084+21.8%

+3.3%5 years · per year$10,000 became $11,756 · $17,177+11.4%

0.42%Expense ratio$42 · $3 a year on $10k · lower is better0.03%

6.07%Trailing 12-mo yield$607 · $114 a year on $10k1.14%

−1.6%Worst dropSmaller is better−8.9%

2.6%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

BSJS vs IVV: Top 5 Holdings

Today

BSJS

0.3%in top 5

IVV

in top 527.8%

BSJSStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.3%AGPXXnot top 5

Held in common0.0%

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

BSJS vs IVV Returns, Every Period

InvescoBSJS

+3.3%

5 years, per year

IVViShares

+11.4%

5 years, per year

BSJSIVVFaded: behind in that period

0–4IVV wins

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

BSJS vs SGOV

YTD

InvescoBSJS

+3.0%

SGOViShares

+3.2%

+3.0%Year to date+3.2%

−1.6%Worst drop · 1Y+0.0%

2.6%Volatility · 1Y0.2%

6.1%Yield3.6%

$784MAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: BSJS, IVV, SGOV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SGOV0.09%$9

SPY0.09%$9

BSJS0.42%$42

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

Yields: BSJS, IVV, SGOV, SPY

6.07%highest, BSJS

FundTrailing yieldYield$10k

BSJS6.07%$607

SGOV3.63%$363

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$565most kept, BSJS

BSJS$607 − $42 = $565

SGOV$363 − $9 = $354

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: BSJS, IVV, SGOV, SPY

Today

99.9%most shared, IVV and SPY

BSJSIVVSGOVSPY

BSJS—0.0%[…]0.0%

IVV0.0%—[…]99.9%

SGOV[…][…]—[…]

SPY0.0%99.9%[…]—

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

Return vs Bumpiness: 4 ETFs

+9.8%IVV, at 13.6% volatility

SGOVWorst drop0.0%0.2% vol

BSJSWorst drop−1.6%2.6% 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

BSJSIVV

+3.0%Year to date+8.7%

6.1%Yield1.1%

+4.4%Past year+9.8%

0.42%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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