Compare · 3 funds side by side · dividends reinvested

IVV, DGRO and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

IVV, DGRO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · DGRO 2014 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested · they hold 43.8% in common

IVVMeasureDGRO

+8.4%Year to dateJan 1 → Nov 5+17.2%

+9.7%1 yearTotal return+21.2%

+22.1%3 years · per year$10,000 became $18,221 · $17,770+21.1%

+11.4%5 years · per year$10,000 became $17,151 · $16,941+11.1%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.14%Trailing 12-mo yield$114 · $186 a year on $10k1.86%

−8.9%Worst dropSmaller is better−6.5%

13.6%VolatilityLower is calmer10.2%

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

3–5DGRO wins

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

More Ways to See the Pairs

IVV vs DGRO: Top 5 Holdings

Today

IVV

27.7%in top 5

DGRO

in top 514.9%

IVVStockDGRO

7.7%AAPL3.0%

7.3%NVDAnot top 5

6.2%MSFT3.2%

3.9%AMZNnot top 5

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

2.6%GOOGLnot top 5

Held in common43.8%

End-of-day Nov 5, 2026 · share of each fund

IVV vs DGRO Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DGROiShares

+11.1%

5 years, per year

IVVDGROFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs DGRO

YTD

iSharesIVV

+8.4%

DGROiShares

+17.2%

+8.4%Year to date+17.2%

−8.9%Worst drop · 1Y−6.5%

13.6%Volatility · 1Y10.2%

1.1%Yield1.9%

$887BAssets$46.1B

4–0DGRO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, DGRO, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DGRO0.08%$8

SPY0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, DGRO, SPY

1.86%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.86%$186

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, DGRO, SPY

Today

99.9%most shared, IVV and SPY

IVVDGROSPY

IVV—43.8%99.9%

DGRO43.8%—43.8%

SPY99.9%43.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DGROIVV

+17.2%Year to date+8.4%

1.9%Yield1.1%

+21.2%Past year+9.7%

0.08%Fee0.03%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026