Compare · 2 funds side by side · dividends reinvested

IVOG and SPY

IVOGVanguard×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

IVOG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.3

Vanguard S&P Mid-Cap 400 Growth ETFUS Stock Styles · Mid cap0.10%0.57%+13.5%+14.9%+18.0%+6.6%−10.1%17.8%$1.7B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: IVOG 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 Growth ETF · $1.7B$13,760

IVOG

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IVOGMeasureSPY

+13.5%Year to dateJan 1 → Nov 4+13.3%

+14.9%1 yearTotal return+13.4%

+18.0%3 years · per year$10,000 became $16,428 · $19,132+24.1%

+6.6%5 years · per year$10,000 became $13,760 · $18,060+12.6%

0.10%Expense ratio$10 · $9 a year on $10k · lower is better0.09%

0.57%Trailing 12-mo yield$57 · $99 a year on $10k0.99%

−10.1%Worst dropSmaller is better−8.9%

17.8%VolatilityLower is calmer12.9%

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

2–6SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVOG vs SPY: Top 5 Holdings

Today

IVOG

8.8%in top 5

SPY

in top 527.3%

IVOGStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.5%TWLOnot top 5

1.9%OKTAnot top 5

1.5%FTInot top 5

1.4%NVTnot top 5

1.4%ATInot top 5

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

IVOG vs SPY Returns, Every Period

VanguardIVOG

+6.6%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

IVOGSPYFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IVOG vs SPY

YTD

VanguardIVOG

+13.5%

SPYSPDR

+13.3%

+13.5%Year to date+13.3%

−10.1%Worst drop · 1Y−8.9%

17.8%Volatility · 1Y12.9%

0.6%Yield1.0%

$1.7BAssets$798B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVOG, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IVOG0.10%$10

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVOG, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

IVOG0.57%$57

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

IVOG$57 − $10 = $47

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVOG, SPY

Today

0.1%most shared, IVOG and SPY

IVOGSPY

IVOG—0.1%

SPY0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.9%IVOG, at 17.8% volatility

SPYWorst drop−8.9%12.9% vol

IVOGWorst drop−10.1%17.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYIVOG

+13.3%Year to date+13.5%

1.0%Yield0.6%

+13.4%Past year+14.9%

0.09%Fee0.10%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026