Compare · 3 funds side by side · dividends reinvested

IBDW, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

IBDW, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

iShares iBonds Dec 2031 Term Corporate ETFBonds & Cash · Corporate0.10%4.88%−0.1%+0.7%+6.8%+0.4%−3.4%3.5%$2.7B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: IBDW 2021 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2031 Term Corporate ETF · $2.7B$10,221

IBDW

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested

IBDWMeasureSPY

−0.1%Year to dateJan 1 → Nov 9+11.2%

+0.7%1 yearTotal return+13.5%

+6.8%3 years · per year$10,000 became $12,198 · $18,118+21.9%

+0.4%5 years · per year$10,000 became $10,221 · $17,493+11.8%

0.10%Expense ratio$10 · $9 a year on $10k · lower is better0.09%

4.88%Trailing 12-mo yield$488 · $101 a year on $10k1.01%

−3.4%Worst dropSmaller is better−8.9%

3.5%VolatilityLower is calmer13.7%

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

3–5SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBDW vs SPY: Top 5 Holdings

Today

IBDW

[…]in top 5

SPY

in top 527.8%

IBDWStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

IBDW vs SPY Returns, Every Period

iSharesIBDW

+0.4%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

IBDWSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: IBDW vs VOO

YTD

iSharesIBDW

−0.1%

VOOVanguard

+11.3%

−0.1%Year to date+11.3%

−3.4%Worst drop · 1Y−8.9%

3.5%Volatility · 1Y13.7%

4.9%Yield1.1%

$2.7BAssets$1.00T

3–1IBDW wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBDW, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

IBDW0.10%$10

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IBDW, SPY, VOO

4.88%highest, IBDW

FundTrailing yieldYield$10k

IBDW4.88%$488

VOO1.07%$107

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$478most kept, IBDW

IBDW$488 − $10 = $478

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IBDW, SPY, VOO

Today

92.7%most shared, SPY and VOO

IBDWSPYVOO

IBDW—[…][…]

SPY[…]—92.7%

VOO[…]92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

IBDWWorst drop−3.4%3.5% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IBDWVOO

−0.1%Year to date+11.3%

4.9%Yield1.1%

+0.7%Past year+13.6%

0.10%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026