Compare · 2 funds side by side · dividends reinvested

IVOO and SPY

IVOOVanguard×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

IVOO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P Mid-Cap 400 ETFUS Stock Styles · Mid cap0.07%1.19%+13.9%+16.4%+18.3%+7.8%−8.8%15.0%$3.7B1.4

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%$798B1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 ETF · $3.7B$14,589

IVOO

SPY

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

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

IVOOMeasureSPY

+13.9%Year to dateJan 1 → Nov 4+13.3%

+16.4%1 yearTotal return+13.4%

+18.3%3 years · per year$10,000 became $16,576 · $19,132+24.1%

+7.8%5 years · per year$10,000 became $14,589 · $18,060+12.6%

0.07%Expense ratio$7 · $9 a year on $10k · lower is better0.09%

1.19%Trailing 12-mo yield$119 · $99 a year on $10k0.99%

−8.8%Worst dropSmaller is better−8.9%

15.0%VolatilityLower is calmer12.9%

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

5–3IVOO wins

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

More Ways to See the Pairs

IVOO vs SPY: Top 5 Holdings

Today

IVOO

4.6%in top 5

SPY

in top 527.3%

IVOOStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.3%TWLOnot top 5

1.0%OKTAnot top 5

0.8%FTInot top 5

0.8%NVTnot top 5

0.8%ATInot top 5

Held in common0.1%

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

IVOO vs SPY Returns, Every Period

VanguardIVOO

+7.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

IVOOSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: IVOO vs SPY

YTD

VanguardIVOO

+13.9%

SPYSPDR

+13.3%

+13.9%Year to date+13.3%

−8.8%Worst drop · 1Y−8.9%

15.0%Volatility · 1Y12.9%

1.2%Yield1.0%

$3.7BAssets$798B

3–1IVOO wins

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

Cost, Income and Risk

Fees: IVOO, SPY

Today

0.07%lowest, IVOO

FundExpense ratioFee$10k

IVOO0.07%$7

SPY0.09%$9

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

Yields: IVOO, SPY

1.19%highest, IVOO

FundTrailing yieldYield$10k

IVOO1.19%$119

SPY0.99%$99

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

Income After Fees on $10,000

$112most kept, IVOO

IVOO$119 − $7 = $112

SPY$99 − $9 = $90

KeptFee

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

Overlap: IVOO, SPY

Today

0.1%most shared, IVOO and SPY

IVOOSPY

IVOO—0.1%

SPY0.1%—

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

Return vs Bumpiness: 2 ETFs

+16.4%IVOO, at 15.0% volatility

SPYWorst drop−8.9%12.9% vol

IVOOWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

IVOOSPY

+13.9%Year to date+13.3%

1.2%Yield1.0%

+16.4%Past year+13.4%

0.07%Fee0.09%

4–0IVOO wins

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