Compare · 3 funds side by side · dividends reinvested

IVV, DPST 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, DPST 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.8

Direxion Daily Regional Banks Bull 3X ETFLeveraged · 3x0.92%1.74%+21.1%+52.1%+42.2%−23.7%−40.4%61.9%$310M2.0

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%$805B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · DPST 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

DPST

Direxion Daily Regional Banks Bull 3X ETF · $310M$2,582

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

IVVMeasureDPST

+8.4%Year to dateJan 1 → Nov 5+21.1%

+9.7%1 yearTotal return+52.1%

+22.1%3 years · per year$10,000 became $18,221 · $28,739+42.2%

+11.4%5 years · per year$10,000 became $17,151 · $2,582−23.7%

0.03%Expense ratio$3 · $92 a year on $10k · lower is better0.92%

1.14%Trailing 12-mo yield$114 · $174 a year on $10k1.74%

−8.9%Worst dropSmaller is better−40.4%

13.6%VolatilityLower is calmer61.9%

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

4–4Level

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 DPST: Top 5 Holdings

Today

IVV

27.7%in top 5

DPST

in top 51.2%

IVVStockDPST

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5TCBI0.2%

not top 5GBCI0.2%

not top 5UCB0.2%

not top 5EBC0.2%

not top 5OZK0.2%

Held in common0.3%

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

IVV vs DPST Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DPSTDirexion

−23.7%

5 years, per year

IVVDPSTFaded: behind in that period

1–3DPST wins

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

Core vs Leveraged: IVV vs DPST

YTD

iSharesIVV

+8.4%

DPSTDirexion

+21.1%

+8.4%Year to date+21.1%

−8.9%Worst drop · 1Y−40.4%

13.6%Volatility · 1Y61.9%

1.1%Yield1.7%

$887BAssets$310M

2–2level

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

Cost, Income and Risk

Fees: IVV, DPST, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DPST0.92%$92

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

Yields: IVV, DPST, SPY

1.74%highest, DPST

FundTrailing yieldYield$10k

DPST1.74%$174

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

DPST$174 − $92 = $82

KeptFee

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

Overlap: IVV, DPST, SPY

Today

99.9%most shared, IVV and SPY

IVVDPSTSPY

IVV—0.3%99.9%

DPST0.3%—0.3%

SPY99.9%0.3%—

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

Return vs Bumpiness: 3 ETFs

+52.1%DPST, at 61.9% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

DPSTWorst drop−40.4%61.9% vol

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

Paid More vs Made More

YTD

DPSTIVV

+21.1%Year to date+8.4%

1.7%Yield1.1%

+52.1%Past year+9.7%

0.92%Fee0.03%

3–1DPST wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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