Compare · 3 funds side by side · dividends reinvested

CSHP, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

CSHP, 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.6

iShares Dynamic Short-Term Active ETFUnsorted0.20%3.96%+3.3%+4.0%[…][…]−0.7%1.9%$379M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+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 5, 2026 · returns include dividends · since: CSHP 2024 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Dynamic Short-Term Active ETF · $379M[…]

CSHP

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 29.6% in common

CSHPMeasureIVV

+3.3%Year to dateJan 1 → Nov 5+8.4%

+4.0%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

3.96%Trailing 12-mo yield$396 · $114 a year on $10k1.14%

−0.7%Worst dropSmaller is better−8.9%

1.9%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

CSHP vs IVV: Top 5 Holdings

Today

CSHP

8.2%in top 5

IVV

in top 527.7%

CSHPStockIVV

2.3%AAPL7.7%

2.2%NVDA7.3%

1.8%MSFT6.2%

1.2%AMZN3.9%

0.8%GOOGL2.6%

Held in common29.6%

End-of-day Nov 5, 2026 · share of each fund

CSHP vs IVV Returns, Every Period

iSharesCSHP

+4.0%

past year

IVViShares

+9.7%

past year

CSHPIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CSHP vs IVV

YTD

iSharesCSHP

+3.3%

IVViShares

+8.4%

+3.3%Year to date+8.4%

−0.7%Worst drop · 1Y−8.9%

1.9%Volatility · 1Y13.6%

4.0%Yield1.1%

$379MAssets$850B

3–1CSHP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSHP, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CSHP0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSHP, IVV, SPY

3.96%highest, CSHP

FundTrailing yieldYield$10k

CSHP3.96%$396

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$376most kept, CSHP

CSHP$396 − $20 = $376

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSHP, IVV, SPY

Today

99.9%most shared, IVV and SPY

CSHPIVVSPY

CSHP—29.6%29.6%

IVV29.6%—99.9%

SPY29.6%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

CSHPWorst drop−0.7%1.9% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSHPIVV

+3.3%Year to date+8.4%

4.0%Yield1.1%

+4.0%Past year+9.7%

0.20%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026