Compare · 3 funds side by side · dividends reinvested

IVE, VIG and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

IVE, VIG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.50%+14.6%+18.0%+17.8%+11.5%−6.2%10.3%$51.3B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

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%$778B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVE 2000 · VIG 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $51.3B$17,261

IVE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 50.3% in common

IVEMeasureVIG

+14.6%Year to dateJan 1 → Nov 9+14.8%

+18.0%1 yearTotal return+17.6%

+17.8%3 years · per year$10,000 became $16,338 · $16,775+18.8%

+11.5%5 years · per year$10,000 became $17,261 · $16,638+10.7%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

1.50%Trailing 12-mo yield$150 · $146 a year on $10k1.46%

−6.2%Worst dropSmaller is better−7.9%

10.3%VolatilityLower is calmer11.0%

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

5–3IVE wins

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

More Ways to See the Pairs

IVE vs VIG: Top 5 Holdings

Today

IVE

18.0%in top 5

VIG

in top 522.1%

IVEStockVIG

8.3%AAPL4.9%

not top 5MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%AMZNnot top 5

not top 5JPM3.9%

2.3%XOMnot top 5

1.9%WMTnot top 5

1.6%COSTnot top 5

Held in common50.3%

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

IVE vs VIG Returns, Every Period

iSharesIVE

+11.5%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

IVEVIGFaded: behind in that period

2–2Level

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

Core vs Income: IVE vs VIG

YTD

iSharesIVE

+14.6%

VIGVanguard

+14.8%

+14.6%Year to date+14.8%

−6.2%Worst drop · 1Y−7.9%

10.3%Volatility · 1Y11.0%

1.5%Yield1.5%

$51.3BAssets$109B

2–1IVE wins

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

Cost, Income and Risk

Fees: IVE, VIG, SPY

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SPY0.09%$9

IVE0.18%$18

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

Yields: IVE, VIG, SPY

1.50%highest, IVE

FundTrailing yieldYield$10k

IVE1.50%$150

VIG1.46%$146

SPY1.01%$101

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IVE$150 − $18 = $132

SPY$101 − $9 = $92

KeptFee

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

Overlap: IVE, VIG, SPY

Today

61.2%most shared, IVE and SPY

IVEVIGSPY

IVE—50.3%61.2%

VIG50.3%—42.6%

SPY61.2%42.6%—

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

Return vs Bumpiness: 3 ETFs

+18.0%IVE, at 10.3% volatility

IVEWorst drop−6.2%10.3% vol

VIGWorst drop−7.9%11.0% 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

IVEVIG

+14.6%Year to date+14.8%

1.5%Yield1.5%

+18.0%Past year+17.6%

0.18%Fee0.04%

2–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026