Compare · 3 funds side by side · dividends reinvested

CWB, IVV and SPY

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,481SPY · best of the three

Story of the three · IncomeMost incomeCWB · 1.80% · $180 a year on $10k

Story of the three · RiskSmallest drop

CWB, 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%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B1.9

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.80%+6.7%+3.1%+14.6%+3.3%−17.4%18.0%$4.8B2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: CWB 2009 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Bloomberg Convertible Securities ETF · $4.8B$11,572

CWB

IVV

iShares Core S&P 500 ETF · $883B$17,398

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

CWBMeasure

More Ways to See the Pairs

CWB vs IVV: Top 5 Holdings

Today

CWB

9.5%in top 5

IVV

in top 526.9%

CWBStockIVV

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

3.3%METAMnot top 5

Cost, Income and Risk

Fees: CWB, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CWB0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: CWB, IVV, SPY

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

IVV

+6.7%Year to dateJan 1 → Nov 12+12.3%

+3.1%1 yearTotal return+12.7%

+14.6%3 years · per year$10,000 became $15,036 · $18,122+21.9%

+3.3%5 years · per year$10,000 became $11,749 · $17,530+11.9%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

1.80%Trailing 12-mo yield$180 · $110 a year on $10k1.10%

−17.4%Worst dropSmaller is better−8.9%

18.0%VolatilityLower is calmer13.7%

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

1–7IVV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGL2.6%

2.1%GOOGMnot top 5

2.1%GOOGNnot top 5

1.1%WFC-PLnot top 5

0.9%SMCIPnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

CWB vs IVV Returns, Every Period

5Y

SPDRCWB

+3.3%

5 years, per year

IVViShares

+11.9%

5 years, per year

CWBIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Core: CWB vs IVV

YTD

SPDRCWB

+6.7%

IVViShares

+12.3%

+6.7%Year to date+12.3%

−17.4%Worst drop · 1Y−8.9%

18.0%Volatility · 1Y13.7%

1.8%Yield1.1%

$4.8BAssets$883B

3–1IVV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.80%highest, CWB

FundTrailing yieldYield$10k

CWB1.80%$180

IVV1.10%$110

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$140most kept, CWB

CWB$180 − $40 = $140

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CWB, IVV, SPY

Today

99.9%most shared, IVV and SPY

CWBIVVSPY

CWB—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.7%IVV, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

CWBWorst drop−17.4%18.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CWBIVV

+6.7%Year to date+12.3%

1.8%Yield1.1%

+3.1%Past year+12.7%

0.40%Fee0.03%

3–1IVV wins

End-of-day Nov 12, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

CWB, IVV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three