Compare · 3 funds side by side · dividends reinvested

CALF, SPY and IVV

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

02 / 04

CALF, SPY and IVV, 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

Pacer US Small Cap Cash Cows ETFUS Stock Styles · Small cap0.59%1.13%+28.6%+33.3%+13.6%+7.4%−7.9%16.2%$3.8B2.1

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%$819B2.3

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: CALF 2017 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Pacer US Small Cap Cash Cows ETF · $3.8B$14,272

CALF

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

CALFMeasureSPY

+28.6%Year to dateJan 1 → Nov 6+8.7%

+33.3%1 yearTotal return+9.7%

+13.6%3 years · per year$10,000 became $14,659 · $18,039+21.7%

+7.4%5 years · per year$10,000 became $14,272 · $17,118+11.3%

0.59%Expense ratio$59 · $9 a year on $10k · lower is better0.09%

1.13%Trailing 12-mo yield$113 · $103 a year on $10k1.03%

−7.9%Worst dropSmaller is better−8.9%

16.2%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

CALF vs SPY: Top 5 Holdings

Today

CALF

10.5%in top 5

SPY

in top 527.8%

CALFStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.2%CTSHnot top 5

2.1%OMCnot top 5

2.1%THCnot top 5

2.0%SUNBnot top 5

2.0%KHCnot top 5

Held in common0.5%

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

CALF vs SPY Returns, Every Period

PacerCALF

+7.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

CALFSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: CALF vs IVV

YTD

PacerCALF

+28.6%

IVViShares

+8.7%

+28.6%Year to date+8.7%

−7.9%Worst drop · 1Y−8.9%

16.2%Volatility · 1Y13.6%

1.1%Yield1.1%

$3.8BAssets$853B

2–1CALF wins

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

Cost, Income and Risk

Fees: CALF, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CALF0.59%$59

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

Yields: CALF, SPY, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

CALF1.13%$113

SPY1.03%$103

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

CALF$113 − $59 = $54

KeptFee

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

Overlap: CALF, SPY, IVV

Today

99.9%most shared, SPY and IVV

CALFSPYIVV

CALF—0.5%0.5%

SPY0.5%—99.9%

IVV0.5%99.9%—

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

Return vs Bumpiness: 3 ETFs

+33.3%CALF, at 16.2% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

CALFWorst drop−7.9%16.2% vol

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

Paid More vs Made More

YTD

IVVCALF

+8.7%Year to date+28.6%

1.1%Yield1.1%

+9.8%Past year+33.3%

0.03%Fee0.59%

2–1CALF 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