Compare · 3 funds side by side · dividends reinvested

IVV, AFSM and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

IVV, AFSM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B2.0

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.4%+22.6%+18.6%+8.0%−9.6%18.1%$133M2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: IVV 2000 · AFSM 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $872B$17,414

IVV

AFSM

First Trust Active Factor Small Cap ETF · $133M$14,699

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

IVVMeasure

More Ways to See the Pairs

IVV vs AFSM: Top 5 Holdings

Today

IVV

27.3%in top 5

AFSM

in top 54.5%

IVVStockAFSM

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: IVV, AFSM, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

AFSM0.75%$75

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

Yields: IVV, AFSM, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

AFSM

+10.9%Year to dateJan 1 → Nov 10+19.4%

+13.0%1 yearTotal return+22.6%

+21.5%3 years · per year$10,000 became $17,934 · $16,681+18.6%

+11.7%5 years · per year$10,000 became $17,414 · $14,699+8.0%

0.03%Expense ratio$3 · $75 a year on $10k · lower is better0.75%

1.11%Trailing 12-mo yield$111 · $52 a year on $10k0.52%

−8.9%Worst dropSmaller is better−9.6%

13.8%VolatilityLower is calmer18.1%

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

6–2IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KNSA1.0%

not top 5NHC0.9%

not top 5ANF0.9%

not top 5PARR0.9%

not top 5ETON0.9%

Held in common0.2%

End-of-day Nov 10, 2026 · share of each fund

IVV vs AFSM Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

AFSMFirst Trust

+8.0%

5 years, per year

IVVAFSMFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IVV vs SPY

YTD

iSharesIVV

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

−8.9%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.8%

1.1%Yield1.0%

$872BAssets$792B

2–0IVV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

AFSM0.52%$52

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVV, AFSM, SPY

Today

99.9%most shared, IVV and SPY

IVVAFSMSPY

IVV—0.2%99.9%

AFSM0.2%—0.2%

SPY99.9%0.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.6%AFSM, at 18.1% volatility

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

AFSMWorst drop−9.6%18.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVAFSM

+10.9%Year to date+19.4%

1.1%Yield0.5%

+13.0%Past year+22.6%

0.03%Fee0.75%

2–2level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IVV, AFSM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three