Compare · 3 funds side by side · dividends reinvested

IVE, VOO and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

IVE, VOO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.53%+12.4%+14.9%+17.7%+11.2%−6.2%10.1%$51.7B1.8

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%$1.00T1.8

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%$819B2.5

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: IVE 2000 · VOO 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $51.7B$17,008

IVE

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 57.0% in common

IVEMeasureVOO

+12.4%Year to dateJan 1 → Nov 6+8.7%

+14.9%1 yearTotal return+9.8%

+17.7%3 years · per year$10,000 became $16,312 · $18,079+21.8%

+11.2%5 years · per year$10,000 became $17,008 · $17,177+11.4%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.53%Trailing 12-mo yield$153 · $110 a year on $10k1.10%

−6.2%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer13.5%

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

5–3IVE wins

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

More Ways to See the Pairs

IVE vs VOO: Top 5 Holdings

Today

IVE

18.0%in top 5

VOO

in top 528.3%

IVEStockVOO

not top 5NVDA8.4%

8.3%AAPL7.4%

not top 5MSFT5.8%

4.0%AMZN3.7%

not top 5GOOGL3.1%

2.3%XOMnot top 5

1.9%WMTnot top 5

1.6%COSTnot top 5

Held in common57.0%

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

IVE vs VOO Returns, Every Period

iSharesIVE

+11.2%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

IVEVOOFaded: behind in that period

2–2Level

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

IVE vs VOO

YTD

iSharesIVE

+12.4%

VOOVanguard

+8.7%

+12.4%Year to date+8.7%

−6.2%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y13.5%

1.5%Yield1.1%

$51.7BAssets$1.00T

4–0IVE wins

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

Cost, Income and Risk

Fees: IVE, VOO, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

IVE0.18%$18

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

Yields: IVE, VOO, SPY

1.53%highest, IVE

FundTrailing yieldYield$10k

IVE1.53%$153

VOO1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$135most kept, IVE

IVE$153 − $18 = $135

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVE, VOO, SPY

Today

92.2%most shared, VOO and SPY

IVEVOOSPY

IVE—57.0%61.4%

VOO57.0%—92.2%

SPY61.4%92.2%—

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

Return vs Bumpiness: 3 ETFs

+14.9%IVE, at 10.1% volatility

IVEWorst drop−6.2%10.1% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVEVOO

+12.4%Year to date+8.7%

1.5%Yield1.1%

+14.9%Past year+9.8%

0.18%Fee0.03%

3–1IVE 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$850B

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