Compare · 3 funds side by side · dividends reinvested

IJH, SPY and IVV

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

02 / 04

IJH, 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

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%$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 5, 2026 · returns include dividends · since: IJH 2000 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $121B$13,830

IJH

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IJHMeasureSPY

+9.5%Year to dateJan 1 → Nov 5+8.3%

+12.9%1 yearTotal return+9.7%

+16.5%3 years · per year$10,000 became $15,806 · $18,174+22.0%

+6.7%5 years · per year$10,000 became $13,830 · $17,099+11.3%

0.05%Expense ratio$5 · $9 a year on $10k · lower is better0.09%

1.26%Trailing 12-mo yield$126 · $103 a year on $10k1.03%

−8.8%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.6%

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

5–3IJH wins

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

More Ways to See the Pairs

IJH vs SPY: Top 5 Holdings

Today

IJH

3.5%in top 5

SPY

in top 527.7%

IJHStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.8%UTHRnot top 5

0.7%FTInot top 5

0.7%ATInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

Held in common0.0%

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

IJH vs SPY Returns, Every Period

iSharesIJH

+6.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IJHSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: IJH vs IVV

YTD

iSharesIJH

+9.5%

IVViShares

+8.4%

+9.5%Year to date+8.4%

−8.8%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.6%

1.3%Yield1.1%

$121BAssets$850B

3–1IJH wins

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

Cost, Income and Risk

Fees: IJH, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IJH0.05%$5

SPY0.09%$9

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

Yields: IJH, SPY, IVV

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IJH, SPY, IVV

Today

99.9%most shared, SPY and IVV

IJHSPYIVV

IJH—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

IJHIVV

+9.5%Year to date+8.4%

1.3%Yield1.1%

+12.9%Past year+9.7%

0.05%Fee0.03%

3–1IJH 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