Compare · 4 funds side by side · dividends reinvested

FVAL, SPY, VOO and IVV

FVALFidelity×SPYSPDR×VOOVanguard×IVViShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,612FVAL · best of the four

Story of the four · IncomeMost incomeFVAL · 1.51% · $151 a year on $10k

Story of the four · RiskSmallest drop

FVAL, SPY, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.51%+13.7%+18.2%+20.9%+12.0%−8.9%12.4%$1.4B2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T2.3

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%$872B2.3

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%$792B3.3

Rank among the four1st → 4thFee, 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: FVAL 2016 · SPY 1993 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Value Factor ETF · $1.4B$17,612

FVAL

More Ways to See the Pairs

FVAL vs SPY: Top 5 Holdings

Today

FVAL

29.8%in top 5

SPY

in top 527.3%

FVALStockSPY

8.1%AAPL7.9%

7.1%NVDA6.6%

6.5%MSFT6.2%

4.4%GOOGL2.6%

3.7%

Cost, Income and Risk

Fees: FVAL, SPY, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SPY0.09%$9

FVAL0.15%$15

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

Popular Pairs Near These Four

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

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPY

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

$10,000 five years ago, dividends reinvested · they hold 55.6% in common

FVALMeasureSPY

+13.7%Year to dateJan 1 → Nov 10+10.8%

+18.2%1 yearTotal return+13.0%

+20.9%3 years · per year$10,000 became $17,673 · $17,888+21.4%

+12.0%5 years · per year$10,000 became $17,612 · $17,358+11.7%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

1.51%Trailing 12-mo yield$151 · $101 a year on $10k1.01%

−8.9%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer13.8%

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

5–2FVAL wins

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

AMZN

4.0%

Held in common55.6%

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

FVAL vs SPY Returns, Every Period

5Y

FidelityFVAL

+12.0%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

FVALSPYFaded: behind in that period

3–1FVAL wins

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

Stocks vs Core: FVAL vs IVV

YTD

FidelityFVAL

+13.7%

IVViShares

+10.9%

+13.7%Year to date+10.9%

−8.9%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y13.8%

1.5%Yield1.1%

$1.4BAssets$872B

3–0FVAL wins

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

Yields: FVAL, SPY, VOO, IVV

1Y

1.51%highest, FVAL

FundTrailing yieldYield$10k

FVAL1.51%$151

IVV1.11%$111

VOO1.08%$108

SPY1.01%$101

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

Income After Fees on $10,000

1Y

$136most kept, FVAL

FVAL$151 − $15 = $136

IVV$111 − $3 = $108

VOO$108 − $3 = $105

SPY$101 − $9 = $92

KeptFee

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

Overlap: FVAL, SPY, VOO, IVV

Today

99.9%most shared, SPY and IVV

FVALSPYVOOIVV

FVAL—55.6%54.5%55.6%

SPY55.6%—93.0%99.9%

VOO54.5%93.0%—93.0%

IVV55.6%99.9%93.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+18.2%FVAL, at 12.4% volatility

FVALWorst drop−8.9%12.4% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

FVALIVV

+13.7%Year to date+10.9%

1.5%Yield1.1%

+18.2%Past year+13.0%

0.15%Fee0.03%

3–1FVAL wins

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

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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FVAL, SPY, VOO and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four