Compare · 3 funds side by side · dividends reinvested

IVE, 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

IVE, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.53%+12.8%+15.6%+18.2%+11.2%−6.2%10.1%$51.7B1.8

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%$850B1.9

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: IVE 2000 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $51.7B$17,035

IVE

SPY

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

$10,000 five years ago, dividends reinvested · they hold 60.8% in common

IVEMeasureSPY

+12.8%Year to dateJan 1 → Nov 5+8.3%

+15.6%1 yearTotal return+9.7%

+18.2%3 years · per year$10,000 became $16,520 · $18,174+22.0%

+11.2%5 years · per year$10,000 became $17,035 · $17,099+11.3%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

1.53%Trailing 12-mo yield$153 · $103 a year on $10k1.03%

−6.2%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer13.6%

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

5–3IVE wins

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

More Ways to See the Pairs

IVE vs SPY: Top 5 Holdings

Today

IVE

17.8%in top 5

SPY

in top 527.7%

IVEStockSPY

8.2%AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.0%AMZN3.9%

not top 5GOOGL2.6%

2.2%XOMnot top 5

1.9%WMTnot top 5

1.5%COSTnot top 5

Held in common60.8%

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

IVE vs SPY Returns, Every Period

iSharesIVE

+11.2%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IVESPYFaded: behind in that period

2–2Level

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

IVE vs IVV

YTD

iSharesIVE

+12.8%

IVViShares

+8.4%

+12.8%Year to date+8.4%

−6.2%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y13.6%

1.5%Yield1.1%

$51.7BAssets$850B

4–0IVE wins

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

Cost, Income and Risk

Fees: IVE, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

IVE0.18%$18

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

Yields: IVE, SPY, IVV

1.53%highest, IVE

FundTrailing yieldYield$10k

IVE1.53%$153

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$135most kept, IVE

IVE$153 − $18 = $135

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVE, SPY, IVV

Today

99.9%most shared, SPY and IVV

IVESPYIVV

IVE—60.8%60.7%

SPY60.8%—99.9%

IVV60.7%99.9%—

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

Return vs Bumpiness: 3 ETFs

+15.6%IVE, at 10.1% volatility

IVEWorst drop−6.2%10.1% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVEIVV

+12.8%Year to date+8.4%

1.5%Yield1.1%

+15.6%Past year+9.7%

0.18%Fee0.03%

3–1IVE 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