Compare · 2 funds side by side · dividends reinvested

IVE and SPY

IVEiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

IVE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.51%+13.7%+16.0%+19.4%+11.3%−6.2%9.5%$50.6B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IVE 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $798B$17,688

SPY

IVE

iShares S&P 500 Value ETF · $50.6B$17,052

$10,000 five years ago, dividends reinvested · they hold 60.0% in common

SPYMeasureIVE

+11.5%Year to dateJan 1 → Nov 3+13.7%

+11.8%1 yearTotal return+16.0%

+24.0%3 years · per year$10,000 became $19,046 · $17,033+19.4%

+12.1%5 years · per year$10,000 became $17,688 · $17,052+11.3%

0.09%Expense ratio$9 · $18 a year on $10k · lower is better0.18%

1.01%Trailing 12-mo yield$101 · $151 a year on $10k1.51%

−8.9%Worst dropSmaller is better−6.2%

12.8%VolatilityLower is calmer9.5%

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

3–5IVE wins

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

More Ways to See the Pairs

SPY vs IVE: Top 5 Holdings

Today

SPY

27.4%in top 5

IVE

in top 517.7%

SPYStockIVE

7.7%AAPL8.2%

7.8%NVDAnot top 5

5.9%MSFTnot top 5

3.6%AMZN3.6%

not top 5XOM2.5%

2.5%GOOGLnot top 5

not top 5WMT1.8%

not top 5CVX1.5%

Held in common60.0%

End-of-day Nov 3, 2026 · share of each fund

SPY vs IVE Returns, Every Period

SPDRSPY

+12.1%

5 years, per year

IVEiShares

+11.3%

5 years, per year

SPYIVEFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SPY vs IVE

YTD

SPDRSPY

+11.5%

IVEiShares

+13.7%

+11.5%Year to date+13.7%

−8.9%Worst drop · 1Y−6.2%

12.8%Volatility · 1Y9.5%

1.0%Yield1.5%

$798BAssets$50.6B

4–0IVE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IVE0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IVE, SPY

1.51%highest, IVE

FundTrailing yieldYield$10k

IVE1.51%$151

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$133most kept, IVE

IVE$151 − $18 = $133

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IVE, SPY

Today

60.0%most shared, IVE and SPY

IVESPY

IVE—60.0%

SPY60.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%IVE, at 9.5% volatility

IVEWorst drop−6.2%9.5% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IVESPY

+13.7%Year to date+11.5%

1.5%Yield1.0%

+16.0%Past year+11.8%

0.18%Fee0.09%

3–1IVE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026