Compare · 3 funds side by side · dividends reinvested

IVV, CSM 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, CSM 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%$853B1.5

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%$819B2.1

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M2.4

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 · CSM 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

CSM

ProShares - Large Cap Core Plus · $499M$16,787

$10,000 five years ago, dividends reinvested · they hold 55.9% in common

IVVMeasureCSM

+8.7%Year to dateJan 1 → Nov 6+6.7%

+9.8%1 yearTotal return+9.1%

+21.8%3 years · per year$10,000 became $18,084 · $18,102+21.9%

+11.4%5 years · per year$10,000 became $17,177 · $16,787+10.9%

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.14%Trailing 12-mo yield$114 · $108 a year on $10k1.08%

−8.9%Worst dropSmaller is better−9.4%

13.6%VolatilityLower is calmer13.2%

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

6–2IVV 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 CSM: Top 5 Holdings

Today

IVV

27.8%in top 5

CSM

in top 519.9%

IVVStockCSM

7.9%AAPL5.1%

6.9%NVDA4.6%

6.3%MSFT4.0%

4.0%AMZN2.9%

not top 5IQMM3.2%

2.6%GOOGLnot top 5

Held in common55.9%

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

IVV vs CSM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

CSMProShares

+10.9%

5 years, per year

IVVCSMFaded: behind in that period

3–1IVV wins

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

Core vs Stocks: IVV vs CSM

YTD

iSharesIVV

+8.7%

CSMProShares

+6.7%

+8.7%Year to date+6.7%

−8.9%Worst drop · 1Y−9.4%

13.6%Volatility · 1Y13.2%

1.1%Yield1.1%

$853BAssets$499M

2–1IVV wins

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

Cost, Income and Risk

Fees: IVV, CSM, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CSM0.45%$45

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

Yields: IVV, CSM, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

CSM1.08%$108

SPY1.03%$103

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

CSM$108 − $45 = $63

KeptFee

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

Overlap: IVV, CSM, SPY

Today

99.9%most shared, IVV and SPY

IVVCSMSPY

IVV—55.9%99.9%

CSM55.9%—55.9%

SPY99.9%55.9%—

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

CSMWorst drop−9.4%13.2% 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

IVVSPY

+8.7%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.03%Fee0.09%

3–0IVV 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