Compare · 3 funds side by side · dividends reinvested

CWS, IVV and SPY

CWSAdvisorShares×IVViShares×SPYSPDR×

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

02 / 04

CWS, 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.3

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%$819B1.8

AdvisorShares Focused Equity ETFUnsorted0.78%0.31%−2.7%−1.3%+10.6%+6.6%−11.9%13.8%$111M3.0

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: CWS 2016 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Focused Equity ETF · $111M$13,784

CWS

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

CWSMeasureIVV

−2.7%Year to dateJan 1 → Nov 6+8.7%

−1.3%1 yearTotal return+9.8%

+10.6%3 years · per year$10,000 became $13,546 · $18,084+21.8%

+6.6%5 years · per year$10,000 became $13,784 · $17,177+11.4%

0.78%Expense ratio$78 · $3 a year on $10k · lower is better0.03%

0.31%Trailing 12-mo yield$31 · $114 a year on $10k1.14%

−11.9%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.6%

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

0–8IVV wins

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

More Ways to See the Pairs

CWS vs IVV: Top 5 Holdings

Today

CWS

26.1%in top 5

IVV

in top 527.8%

CWSStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.9%SAICnot top 5

5.4%MCKnot top 5

5.1%CASYnot top 5

4.8%FDSnot top 5

4.8%TMOnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common2.4%

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

CWS vs IVV Returns, Every Period

AdvisorSharesCWS

+6.6%

5 years, per year

IVViShares

+11.4%

5 years, per year

CWSIVVFaded: behind in that period

0–4IVV wins

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

Unsorted vs Core: CWS vs IVV

YTD

AdvisorSharesCWS

−2.7%

IVViShares

+8.7%

−2.7%Year to date+8.7%

−11.9%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.6%

0.3%Yield1.1%

$111MAssets$850B

4–0IVV wins

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

Cost, Income and Risk

Fees: CWS, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CWS0.78%$78

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

Yields: CWS, IVV, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

CWS0.31%$31

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

CWS$31 − $78 = −$47

KeptFee

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

Overlap: CWS, IVV, SPY

Today

99.9%most shared, IVV and SPY

CWSIVVSPY

CWS—2.4%2.4%

IVV2.4%—99.9%

SPY2.4%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

CWSWorst drop−11.9%13.8% vol

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

Paid More vs Made More

YTD

IVVSPY

+8.7%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.03%Fee0.09%

3–0IVV 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$850B

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