Compare · 3 funds side by side · dividends reinvested

DTCR, IVV and SPY

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

02 / 04

DTCR, 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%$853B1.6

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%$778B2.1

Global X - Data Center & Digital Infrastructure ETFThematic · Infrastructure0.50%1.00%+18.3%+13.8%+27.2%+9.1%−23.5%26.8%$1.9B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DTCR 2020 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Data Center & Digital Infrastructure ETF · $1.9B$15,486

DTCR

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

DTCRMeasureIVV

+18.3%Year to dateJan 1 → Nov 6+8.7%

+13.8%1 yearTotal return+9.8%

+27.2%3 years · per year$10,000 became $20,571 · $18,084+21.8%

+9.1%5 years · per year$10,000 became $15,486 · $17,177+11.4%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

1.00%Trailing 12-mo yield$100 · $114 a year on $10k1.14%

−23.5%Worst dropSmaller is better−8.9%

26.8%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

DTCR vs IVV: Top 5 Holdings

Today

DTCR

59.4%in top 5

IVV

in top 527.8%

DTCRStockIVV

15.7%AMTnot top 5

13.5%DLRnot top 5

13.3%EQIXnot top 5

11.7%CCInot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.3%SBACnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common7.1%

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

DTCR vs IVV Returns, Every Period

Global XDTCR

+9.1%

5 years, per year

IVViShares

+11.4%

5 years, per year

DTCRIVVFaded: behind in that period

3–1DTCR wins

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

Thematic vs Core: DTCR vs IVV

YTD

Global XDTCR

+18.3%

IVViShares

+8.7%

+18.3%Year to date+8.7%

−23.5%Worst drop · 1Y−8.9%

26.8%Volatility · 1Y13.6%

1.0%Yield1.1%

$1.9BAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: DTCR, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DTCR0.50%$50

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

Yields: DTCR, IVV, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

DTCR1.00%$100

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

DTCR$100 − $50 = $50

KeptFee

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

Overlap: DTCR, IVV, SPY

Today

99.9%most shared, IVV and SPY

DTCRIVVSPY

DTCR—7.1%7.1%

IVV7.1%—99.9%

SPY7.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DTCR, at 26.8% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

DTCRWorst drop−23.5%26.8% vol

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

Paid More vs Made More

YTD

IVVDTCR

+8.7%Year to date+18.3%

1.1%Yield1.0%

+9.8%Past year+13.8%

0.03%Fee0.50%

2–2level

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%

$178BAssets$778B

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$853B

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