Compare · 3 funds side by side · dividends reinvested

FORH, SPY and IVV

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

02 / 04

FORH, 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%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

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%$778B1.9

Formidable ETFUnsorted1.19%1.98%−8.0%−8.7%+1.9%+0.1%−15.3%14.7%$16M2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: FORH 2021 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

FORH

Formidable ETF · $16M$10,064

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

IVVMeasureFORH

+8.7%Year to dateJan 1 → Nov 6−8.0%

+9.8%1 yearTotal return−8.7%

+21.8%3 years · per year$10,000 became $18,084 · $10,578+1.9%

+11.4%5 years · per year$10,000 became $17,177 · $10,064+0.1%

0.03%Expense ratio$3 · $119 a year on $10k · lower is better1.19%

1.14%Trailing 12-mo yield$114 · $198 a year on $10k1.98%

−8.9%Worst dropSmaller is better−15.3%

13.6%VolatilityLower is calmer14.7%

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

7–1IVV wins

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

More Ways to See the Pairs

IVV vs FORH: Top 5 Holdings

Today

IVV

27.8%in top 5

FORH

in top 527.3%

IVVStockFORH

not top 5ACTG10.9%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5B5.7%

4.0%AMZNnot top 5

not top 5TLNE3.7%

not top 5ARLP3.5%

not top 5HSTM3.5%

2.6%GOOGLnot top 5

Held in common0.2%

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

IVV vs FORH Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FORHFormidable

+0.1%

5 years, per year

IVVFORHFaded: behind in that period

4–0IVV wins

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

Core vs Unsorted: IVV vs FORH

YTD

iSharesIVV

+8.7%

FORHFormidable

−8.0%

+8.7%Year to date−8.0%

−8.9%Worst drop · 1Y−15.3%

13.6%Volatility · 1Y14.7%

1.1%Yield2.0%

$853BAssets$16.4M

3–1IVV wins

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

Cost, Income and Risk

Fees: FORH, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FORH1.19%$119

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

Yields: FORH, SPY, IVV

1.98%highest, FORH

FundTrailing yieldYield$10k

FORH1.98%$198

IVV1.14%$114

SPY1.03%$103

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

FORH$198 − $119 = $79

KeptFee

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

Overlap: FORH, SPY, IVV

Today

99.9%most shared, SPY and IVV

FORHSPYIVV

FORH—0.2%0.2%

SPY0.2%—99.9%

IVV0.2%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

FORHWorst drop−15.3%14.7% vol

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

Paid More vs Made More

YTD

FORHIVV

−8.0%Year to date+8.7%

2.0%Yield1.1%

−8.7%Past year+9.8%

1.19%Fee0.03%

3–1IVV 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%

$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