Compare · 3 funds side by side · dividends reinvested

IVV, CSB and SPY

IVViShares×CSBVictoryShares×SPYSPDR×

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

02 / 04

IVV, CSB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.23%+15.0%+18.5%+15.4%+5.8%−9.5%13.0%$246M2.0

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%$819B2.3

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: IVV 2000 · CSB 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

CSB

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246M$13,284

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureCSB

+8.7%Year to dateJan 1 → Nov 6+15.0%

+9.8%1 yearTotal return+18.5%

+21.8%3 years · per year$10,000 became $18,084 · $15,361+15.4%

+11.4%5 years · per year$10,000 became $17,177 · $13,284+5.8%

0.03%Expense ratio$3 · $39 a year on $10k · lower is better0.39%

1.14%Trailing 12-mo yield$114 · $323 a year on $10k3.23%

−8.9%Worst dropSmaller is better−9.5%

13.6%VolatilityLower is calmer13.0%

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

4–4Level

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

More Ways to See the Pairs

IVV vs CSB: Top 5 Holdings

Today

IVV

27.8%in top 5

CSB

in top 58.4%

IVVStockCSB

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5IDA1.7%

not top 5SWX1.7%

not top 5AVA1.7%

not top 5OGS1.7%

not top 5SR1.7%

Held in common0.0%

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

IVV vs CSB Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

CSBVictoryShares

+5.8%

5 years, per year

IVVCSBFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs CSB

YTD

iSharesIVV

+8.7%

CSBVictoryShares

+15.0%

+8.7%Year to date+15.0%

−8.9%Worst drop · 1Y−9.5%

13.6%Volatility · 1Y13.0%

1.1%Yield3.2%

$853BAssets$246M

3–1CSB wins

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

Cost, Income and Risk

Fees: IVV, CSB, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CSB0.39%$39

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

Yields: IVV, CSB, SPY

3.23%highest, CSB

FundTrailing yieldYield$10k

CSB3.23%$323

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$284most kept, CSB

CSB$323 − $39 = $284

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, CSB, SPY

Today

99.9%most shared, IVV and SPY

IVVCSBSPY

IVV—0.0%99.9%

CSB0.0%—0.0%

SPY99.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.5%CSB, at 13.0% volatility

CSBWorst drop−9.5%13.0% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

CSBIVV

+15.0%Year to date+8.7%

3.2%Yield1.1%

+18.5%Past year+9.8%

0.39%Fee0.03%

3–1CSB 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$853B

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