Compare · 3 funds side by side · dividends reinvested

IEZ, VOO and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,173IEZ · best of the three

02 / 04

IEZ, VOO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.6

iShares U.S. Oil Equipment & Services ETFUS Stock Styles · Large cap0.37%1.34%+18.8%+22.1%+4.2%+12.7%−25.9%30.4%$344M2.0

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%$819B2.4

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: IEZ 2006 · VOO 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Oil Equipment & Services ETF · $344M$18,173

IEZ

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

IEZMeasureVOO

+18.8%Year to dateJan 1 → Nov 6+8.7%

+22.1%1 yearTotal return+9.8%

+4.2%3 years · per year$10,000 became $11,323 · $18,079+21.8%

+12.7%5 years · per year$10,000 became $18,173 · $17,177+11.4%

0.37%Expense ratio$37 · $3 a year on $10k · lower is better0.03%

1.34%Trailing 12-mo yield$134 · $110 a year on $10k1.10%

−25.9%Worst dropSmaller is better−8.9%

30.4%VolatilityLower is calmer13.5%

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

4–4Level

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

More Ways to See the Pairs

IEZ vs VOO: Top 5 Holdings

Today

IEZ

58.6%in top 5

VOO

in top 528.3%

IEZStockVOO

24.9%SLBnot top 5

20.5%BKRnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.9%HALnot top 5

4.5%FTInot top 5

3.8%NOVnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.2%

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

IEZ vs VOO Returns, Every Period

iSharesIEZ

+12.7%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

IEZVOOFaded: behind in that period

3–1IEZ wins

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

Stocks vs Core: IEZ vs VOO

YTD

iSharesIEZ

+18.8%

VOOVanguard

+8.7%

+18.8%Year to date+8.7%

−25.9%Worst drop · 1Y−8.9%

30.4%Volatility · 1Y13.5%

1.3%Yield1.1%

$344MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: IEZ, VOO, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

IEZ0.37%$37

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

Yields: IEZ, VOO, SPY

1.34%highest, IEZ

FundTrailing yieldYield$10k

IEZ1.34%$134

VOO1.10%$110

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

IEZ$134 − $37 = $97

SPY$103 − $9 = $94

KeptFee

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

Overlap: IEZ, VOO, SPY

Today

92.2%most shared, VOO and SPY

IEZVOOSPY

IEZ—0.2%0.2%

VOO0.2%—92.2%

SPY0.2%92.2%—

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

Return vs Bumpiness: 3 ETFs

+22.1%IEZ, at 30.4% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

IEZWorst drop−25.9%30.4% vol

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

Paid More vs Made More

YTD

IEZVOO

+18.8%Year to date+8.7%

1.3%Yield1.1%

+22.1%Past year+9.8%

0.37%Fee0.03%

3–1IEZ 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%

$182BAssets$819B

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