Compare · 4 funds side by side · dividends reinvested

IVV, EPRF, VUG and SPY

IVViShares×EPRFInnovator×VUGVanguard×SPYSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,414IVV · best of the four

Story of the four · IncomeMost incomeEPRF · 6.54% · $654 a year on $10k

Story of the four · RiskSmallest drop

IVV, EPRF, VUG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.9

Innovator S&P Inv. Grade Preferred ETFUS Stock Styles · Large cap0.47%6.54%−7.2%−7.6%+1.5%−3.2%−10.2%8.0%$62M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: IVV 2000 · EPRF 2016 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $872B$17,414

IVV

More Ways to See the Pairs

IVV vs EPRF: Top 5 Holdings

Today

IVV

27.3%in top 5

EPRF

in top 520.2%

IVVStockEPRF

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

not top 5HIG-PG4.1%

not top 5VOYA-PB

Cost, Income and Risk

Fees: IVV, EPRF, VUG, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SPY0.09%$9

EPRF0.47%$47

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

EPRF

Innovator S&P Inv. Grade Preferred ETF · $62M$8,504

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

IVVMeasureEPRF

+10.9%Year to dateJan 1 → Nov 10−7.2%

+13.0%1 yearTotal return−7.6%

+21.5%3 years · per year$10,000 became $17,934 · $10,444+1.5%

+11.7%5 years · per year$10,000 became $17,414 · $8,504−3.2%

0.03%Expense ratio$3 · $47 a year on $10k · lower is better0.47%

1.11%Trailing 12-mo yield$111 · $654 a year on $10k6.54%

−8.9%Worst dropSmaller is better−10.2%

13.8%VolatilityLower is calmer8.0%

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

6–2IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

4.0%AMZNnot top 5

not top 5UMBFO4.0%

not top 5STT-PG4.0%

not top 5AXS-PE4.0%

2.6%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

IVV vs EPRF Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

EPRFInnovator

−3.2%

5 years, per year

IVVEPRFFaded: behind in that period

4–0IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs EPRF

YTD

iSharesIVV

+10.9%

EPRFInnovator

−7.2%

+10.9%Year to date−7.2%

−8.9%Worst drop · 1Y−10.2%

13.8%Volatility · 1Y8.0%

1.1%Yield6.5%

$872BAssets$62.2M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: IVV, EPRF, VUG, SPY

1Y

6.54%highest, EPRF

FundTrailing yieldYield$10k

EPRF6.54%$654

IVV1.11%$111

SPY1.01%$101

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$607most kept, EPRF

EPRF$654 − $47 = $607

IVV$111 − $3 = $108

SPY$101 − $9 = $92

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVV, EPRF, VUG, SPY

Today

99.9%most shared, IVV and SPY

IVVEPRFVUGSPY

IVV—0.0%55.3%99.9%

EPRF0.0%—0.0%0.0%

VUG55.3%0.0%—55.3%

SPY99.9%0.0%55.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+13.0%IVV, at 13.8% volatility

EPRFWorst drop−10.2%8.0% vol

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

EPRFIVV

−7.2%Year to date+10.9%

6.5%Yield1.1%

−7.6%Past year+13.0%

0.47%Fee0.03%

3–1IVV wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

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IVV, EPRF, VUG and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four