Compare · 4 funds side by side · dividends reinvested

IVV, FDIS, VGT and SPYM

IVViShares×FDISFidelity×VGTVanguard×SPYMSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,649VGT · best of the four

02 / 04

IVV, FDIS, VGT and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.9

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%$850B2.1

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.5

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.1%−0.6%+15.8%+3.9%−15.5%19.7%$1.6B3.5

Rank among the four1st → 4thFee, 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 · FDIS 2013 · VGT 2004 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,079

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

IVVMeasureFDIS

+8.7%Year to dateJan 1 → Nov 6+0.1%

+9.8%1 yearTotal return−0.6%

+21.8%3 years · per year$10,000 became $18,084 · $15,537+15.8%

+11.4%5 years · per year$10,000 became $17,177 · $12,079+3.9%

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

1.14%Trailing 12-mo yield$114 · $76 a year on $10k0.76%

−8.9%Worst dropSmaller is better−15.5%

13.6%VolatilityLower is calmer19.7%

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

8–0IVV 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 FDIS: Top 5 Holdings

Today

IVV

27.8%in top 5

FDIS

in top 547.2%

IVVStockFDIS

4.0%AMZN22.4%

not top 5TSLA14.4%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5HD5.2%

not top 5MCD3.0%

2.6%GOOGLnot top 5

not top 5TJX2.3%

Held in common9.3%

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

IVV vs FDIS Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FDISFidelity

+3.9%

5 years, per year

IVVFDISFaded: behind in that period

4–0IVV wins

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

IVV vs SPYM

YTD

iSharesIVV

+8.7%

SPYMSPDR

+8.8%

+8.7%Year to date+8.8%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

1.1%Yield1.1%

$850BAssets$182B

1–0SPYM wins

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

Cost, Income and Risk

Fees: IVV, FDIS, VGT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FDIS0.08%$8

VGT0.09%$9

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

Yields: IVV, FDIS, VGT, SPYM

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.05%$105

FDIS0.76%$76

VGT0.44%$44

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

FDIS$76 − $8 = $68

VGT$44 − $9 = $35

KeptFee

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

Overlap: IVV, FDIS, VGT, SPYM

Today

99.9%most shared, IVV and SPYM

IVVFDISVGTSPYM

IVV—9.3%35.5%99.9%

FDIS9.3%—0.0%9.3%

VGT35.5%0.0%—35.5%

SPYM99.9%9.3%35.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+12.1%VGT, at 26.5% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

FDISWorst drop−15.5%19.7% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVGT

+8.7%Year to date+15.6%

1.1%Yield0.4%

+9.8%Past year+12.1%

0.03%Fee0.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

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$850B

0–0level

End-of-day Nov 6, 2026