Compare · 4 funds side by side · dividends reinvested

IVV, EPRF, VUG and SPY

IVViShares×EPRFInnovator×VUGVanguard×SPYSPDR×

02 / 04

−0.1%

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,265IVV · best of the four

Story of the four · IncomeMost incomeEPRF · 6.68% · $668 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%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.9

Innovator S&P Inv. Grade Preferred ETFUS Stock Styles · Large cap0.47%6.68%−9.1%−9.6%+0.9%−3.7%−11.3%8.0%$61M3.1

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

End-of-day Nov 13, 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 · $875B$17,265

IVV

More Ways to See the Pairs

IVV vs EPRF: Top 5 Holdings

Today

IVV

26.8%in top 5

EPRF

in top 520.2%

IVVStockEPRF

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

not top 5HIG-PG4.1%

not top 5UMBFO

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 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

EPRF

Innovator S&P Inv. Grade Preferred ETF · $61M$8,283

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

IVVMeasureEPRF

+11.5%Year to dateJan 1 → Nov 13−9.1%

+11.6%1 yearTotal return−9.6%

+21.5%3 years · per year$10,000 became $17,931 · $10,277+0.9%

+11.5%5 years · per year$10,000 became $17,265 · $8,283−3.7%

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

1.11%Trailing 12-mo yield$111 · $668 a year on $10k6.68%

−8.9%Worst dropSmaller is better−11.3%

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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

not top 5VOYA-PB4.0%

not top 5AXS-PE4.0%

4.0%AMZNnot top 5

not top 5STT-PG4.0%

2.6%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

IVV vs EPRF Returns, Every Period

5Y

iSharesIVV

+11.5%

5 years, per year

EPRFInnovator

−3.7%

5 years, per year

IVVEPRFFaded: behind in that period

4–0IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs EPRF

YTD

iSharesIVV

+11.5%

EPRFInnovator

−9.1%

+11.5%Year to date−9.1%

−8.9%Worst drop · 1Y−11.3%

13.8%Volatility · 1Y8.0%

1.1%Yield6.7%

$875BAssets$61.0M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: IVV, EPRF, VUG, SPY

1Y

6.68%highest, EPRF

FundTrailing yieldYield$10k

EPRF6.68%$668

IVV1.11%$111

SPY1.01%$101

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$621most kept, EPRF

EPRF$668 − $47 = $621

IVV$111 − $3 = $108

SPY$101 − $9 = $92

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IVV, EPRF, VUG, SPY

Today

99.9%most shared, IVV and SPY

IVVEPRFVUGSPY

IVV—0.0%55.2%99.9%

EPRF0.0%—0.0%0.0%

VUG55.2%0.0%—55.2%

SPY99.9%0.0%55.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+11.6%IVV, at 13.8% volatility

EPRFWorst drop−11.3%8.0% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

EPRFIVV

−9.1%Year to date+11.5%

6.7%Yield1.1%

−9.6%Past year+11.6%

0.47%Fee0.03%

3–1IVV wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

Loading…

IVV, EPRF, VUG and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four