Compare · 3 funds side by side · dividends reinvested

DEMZ, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

DEMZ, 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%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.6

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.87%+12.7%+14.9%+22.6%+11.7%−12.3%15.5%$69M2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: DEMZ 2020 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Democratic Large Cap Core ETF · $69M$17,382

DEMZ

SPY

State Street SPDR S&P 500 ETF · $792B$17,358

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

DEMZMeasure

More Ways to See the Pairs

DEMZ vs SPY: Top 5 Holdings

Today

DEMZ

23.8%in top 5

SPY

in top 527.3%

DEMZStockSPY

5.1%AAPL7.9%

not top 5NVDA6.6%

5.3%MSFT6.2%

4.7%Lnot top 5

4.7%COST

Cost, Income and Risk

Fees: DEMZ, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DEMZ0.45%$45

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

Yields: DEMZ, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPY

+12.7%Year to dateJan 1 → Nov 10+10.8%

+14.9%1 yearTotal return+13.0%

+22.6%3 years · per year$10,000 became $18,414 · $17,888+21.4%

+11.7%5 years · per year$10,000 became $17,382 · $17,358+11.7%

0.45%Expense ratio$45 · $9 a year on $10k · lower is better0.09%

0.87%Trailing 12-mo yield$87 · $101 a year on $10k1.01%

−12.3%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.8%

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

3–4SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.1%NDSNnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common26.1%

End-of-day Nov 10, 2026 · share of each fund

DEMZ vs SPY Returns, Every Period

5Y

RAMDEMZ

+11.7%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

DEMZSPYFaded: behind in that period

3–0DEMZ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DEMZ vs IVV

YTD

RAMDEMZ

+12.7%

IVViShares

+10.9%

+12.7%Year to date+10.9%

−12.3%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.8%

0.9%Yield1.1%

$68.6MAssets$872B

3–1IVV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

DEMZ0.87%$87

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

DEMZ$87 − $45 = $42

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DEMZ, SPY, IVV

Today

99.9%most shared, SPY and IVV

DEMZSPYIVV

DEMZ—26.1%26.1%

SPY26.1%—99.9%

IVV26.1%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.9%DEMZ, at 15.5% volatility

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

DEMZWorst drop−12.3%15.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVDEMZ

+10.9%Year to date+12.7%

1.1%Yield0.9%

+13.0%Past year+14.9%

0.03%Fee0.45%

2–2level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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DEMZ, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three