Compare · 3 funds side by side · dividends reinvested

IVV, CAAA and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, CAAA 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

First Trust AAA CMBS ETFUnsorted0.30%4.76%+1.2%+1.9%[…][…]−2.3%3.1%$35M2.0

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%$778B2.1

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: IVV 2000 · CAAA 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

CAAA

First Trust AAA CMBS ETF · $35M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureCAAA

+11.3%Year to dateJan 1 → Nov 9+1.2%

+13.6%1 yearTotal return+1.9%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.11%Trailing 12-mo yield$111 · $476 a year on $10k4.76%

−8.9%Worst dropSmaller is better−2.3%

13.8%VolatilityLower is calmer3.1%

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

3–3Level

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

More Ways to See the Pairs

IVV vs CAAA: Top 5 Holdings

Today

IVV

27.8%in top 5

CAAA

in top 5[…]

IVVStockCAAA

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs CAAA Returns, Every Period

iSharesIVV

+13.6%

past year

CAAAFirst Trust

+1.9%

past year

IVVCAAAFaded: behind in that period

2–0IVV wins

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

Core vs Unsorted: IVV vs CAAA

YTD

iSharesIVV

+11.3%

CAAAFirst Trust

+1.2%

+11.3%Year to date+1.2%

−8.9%Worst drop · 1Y−2.3%

13.8%Volatility · 1Y3.1%

1.1%Yield4.8%

$853BAssets$35.0M

3–1CAAA wins

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

Cost, Income and Risk

Fees: IVV, CAAA, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CAAA0.30%$30

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

Yields: IVV, CAAA, SPY

4.76%highest, CAAA

FundTrailing yieldYield$10k

CAAA4.76%$476

IVV1.11%$111

SPY1.01%$101

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

Income After Fees on $10,000

$446most kept, CAAA

CAAA$476 − $30 = $446

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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

Overlap: IVV, CAAA, SPY

Today

99.9%most shared, IVV and SPY

IVVCAAASPY

IVV—[…]99.9%

CAAA[…]—[…]

SPY99.9%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

CAAAWorst drop−2.3%3.1% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CAAAIVV

+1.2%Year to date+11.3%

4.8%Yield1.1%

+1.9%Past year+13.6%

0.30%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026