Compare · 3 funds side by side · dividends reinvested

IVV, CSIO and SPY

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, CSIO 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%$850B1.5

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.85%+13.9%[…][…][…][…][…]$55M1.7

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%$819B2.0

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 · CSIO 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

CSIO

Cohen & Steers Infrastructure Opportunities Active ETF · $55M[…]

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

IVVMeasureCSIO

+8.7%Year to dateJan 1 → Nov 6+13.9%

+9.8%1 yearTotal return[…]

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $65 a year on $10k · lower is better0.65%

1.14%Trailing 12-mo yield$114 · $185 a year on $10k1.85%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

1–2CSIO wins

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 CSIO: Top 5 Holdings

Today

IVV

27.8%in top 5

CSIO

in top 531.7%

IVVStockCSIO

7.9%AAPLnot top 5

not top 5CSX7.3%

6.9%NVDAnot top 5

not top 5NEE6.7%

6.3%MSFTnot top 5

not top 5ETR6.1%

not top 5WMB5.9%

not top 5TRP.TO5.7%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common1.4%

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

IVV vs CSIO Returns, Every Period

iSharesIVV

+9.8%

past year

CSIOCohenSteers

[…]

past year

IVVCSIOFaded: behind in that period

0–1CSIO wins

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

Core vs Thematic: IVV vs CSIO

YTD

iSharesIVV

+8.7%

CSIOCohenSteers

+13.9%

+8.7%Year to date+13.9%

−8.9%Worst drop · 1Y[…]

13.6%Volatility · 1Y[…]

1.1%Yield1.9%

$850BAssets$55.1M

2–0CSIO wins

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

Cost, Income and Risk

Fees: IVV, CSIO, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CSIO0.65%$65

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

Yields: IVV, CSIO, SPY

1.85%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.85%$185

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$120most kept, CSIO

CSIO$185 − $65 = $120

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, CSIO, SPY

Today

99.9%most shared, IVV and SPY

IVVCSIOSPY

IVV—1.4%99.9%

CSIO1.4%—1.4%

SPY99.9%1.4%—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

CSIOIVV

+13.9%Year to date+8.7%

1.9%Yield1.1%

[…]Past year+9.8%

0.65%Fee0.03%

2–1CSIO 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$850B

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