Compare · 3 funds side by side · dividends reinvested

CSTK, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

CSTK, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETFUnsorted0.36%1.80%+15.3%+22.0%[…][…]−8.9%11.5%$182M1.7

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSTK 2025 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETF · $182M[…]

CSTK

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 22.3% in common

CSTKMeasureSPY

+15.3%Year to dateJan 1 → Nov 9+11.2%

+22.0%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.36%Expense ratio$36 · $9 a year on $10k · lower is better0.09%

1.80%Trailing 12-mo yield$180 · $101 a year on $10k1.01%

−8.9%Worst dropSmaller is better−8.9%

11.5%VolatilityLower is calmer13.7%

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

4–1CSTK wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSTK vs SPY: Top 5 Holdings

Today

CSTK

15.8%in top 5

SPY

in top 527.8%

CSTKStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

3.9%MSFT6.2%

not top 5AMZN4.0%

3.3%GOOGL2.6%

3.0%WFCnot top 5

2.9%PMnot top 5

2.6%CSCOnot top 5

Held in common22.3%

End-of-day Nov 9, 2026 · share of each fund

CSTK vs SPY Returns, Every Period

InvescoCSTK

+22.0%

past year

SPYSPDR

+13.5%

past year

CSTKSPYFaded: behind in that period

2–0CSTK wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CSTK vs IVV

YTD

InvescoCSTK

+15.3%

IVViShares

+11.3%

+15.3%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

11.5%Volatility · 1Y13.8%

1.8%Yield1.1%

$182MAssets$875B

3–0CSTK wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSTK, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CSTK0.36%$36

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSTK, SPY, IVV

1.80%highest, CSTK

FundTrailing yieldYield$10k

CSTK1.80%$180

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$144most kept, CSTK

CSTK$180 − $36 = $144

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSTK, SPY, IVV

Today

99.9%most shared, SPY and IVV

CSTKSPYIVV

CSTK—22.3%22.3%

SPY22.3%—99.9%

IVV22.3%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.0%CSTK, at 11.5% volatility

CSTKWorst drop−8.9%11.5% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSTKIVV

+15.3%Year to date+11.3%

1.8%Yield1.1%

+22.0%Past year+13.6%

0.36%Fee0.03%

3–1CSTK wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026