Compare · 3 funds side by side · dividends reinvested

FDIS, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

FDIS, 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.9

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.3%+0.9%+16.3%+3.9%−15.5%19.7%$1.6B2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDIS 2013 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,115

FDIS

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

FDISMeasureIVV

+0.3%Year to dateJan 1 → Nov 5+8.4%

+0.9%1 yearTotal return+9.7%

+16.3%3 years · per year$10,000 became $15,748 · $18,221+22.1%

+3.9%5 years · per year$10,000 became $12,115 · $17,151+11.4%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

0.76%Trailing 12-mo yield$76 · $114 a year on $10k1.14%

−15.5%Worst dropSmaller is better−8.9%

19.7%VolatilityLower is calmer13.6%

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

0–8IVV wins

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

More Ways to See the Pairs

FDIS vs IVV: Top 5 Holdings

Today

FDIS

47.7%in top 5

IVV

in top 527.7%

FDISStockIVV

22.0%AMZN3.9%

15.5%TSLAnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.1%HDnot top 5

2.9%MCDnot top 5

not top 5GOOGL2.6%

2.3%TJXnot top 5

Held in common9.3%

End-of-day Nov 5, 2026 · share of each fund

FDIS vs IVV Returns, Every Period

FidelityFDIS

+3.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

FDISIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Core: FDIS vs IVV

YTD

FidelityFDIS

+0.3%

IVViShares

+8.4%

+0.3%Year to date+8.4%

−15.5%Worst drop · 1Y−8.9%

19.7%Volatility · 1Y13.6%

0.8%Yield1.1%

$1.6BAssets$850B

4–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDIS, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FDIS0.08%$8

SPY0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDIS, IVV, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

FDIS0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDIS, IVV, SPY

Today

99.9%most shared, IVV and SPY

FDISIVVSPY

FDIS—9.3%9.3%

IVV9.3%—99.9%

SPY9.3%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

FDISWorst drop−15.5%19.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+8.4%Year to date+8.3%

1.1%Yield1.0%

+9.7%Past year+9.7%

0.03%Fee0.09%

3–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026