Compare · 3 funds side by side · dividends reinvested

IVV, FIXD and SPY

02 / 04

−0.1%

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

Story of the three · IncomeMost incomeFIXD · 4.88% · $488 a year on $10k

Story of the three · RiskSmallest drop

IVV, FIXD 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%$807B2.1

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.88%−2.4%−2.2%+4.0%−1.1%−5.4%4.5%$2.7B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: IVV 2000 · FIXD 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Smith Opportunistic Fixed Income ETF · $2.7B$9,470

FIXD

SPY

State Street SPDR S&P 500 ETF · $807B$17,214

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

FIXD

More Ways to See the Pairs

FIXD vs SPY: Top 5 Holdings

Today

FIXD

0.3%in top 5

SPY

in top 526.8%

FIXDStockSPY

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: IVV, FIXD, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FIXD0.65%$65

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IVV, FIXD, SPY

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

SPY

−2.4%Year to dateJan 1 → Nov 13+11.5%

−2.2%1 yearTotal return+11.6%

+4.0%3 years · per year$10,000 became $11,251 · $17,889+21.4%

−1.1%5 years · per year$10,000 became $9,470 · $17,214+11.5%

0.65%Expense ratio$65 · $9 a year on $10k · lower is better0.09%

4.88%Trailing 12-mo yield$488 · $101 a year on $10k1.01%

−5.4%Worst dropSmaller is better−8.9%

4.5%VolatilityLower is calmer13.7%

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

3–5SPY wins

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

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common0.0%

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

FIXD vs SPY Returns, Every Period

5Y

First TrustFIXD

−1.1%

5 years, per year

SPYSPDR

+11.5%

5 years, per year

FIXDSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: FIXD vs IVV

YTD

First TrustFIXD

−2.4%

IVViShares

+11.5%

−2.4%Year to date+11.5%

−5.4%Worst drop · 1Y−8.9%

4.5%Volatility · 1Y13.8%

4.9%Yield1.1%

$2.7BAssets$875B

3–1FIXD wins

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

1Y

4.88%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.88%$488

IVV1.11%$111

SPY1.01%$101

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

Income After Fees on $10,000

1Y

$423most kept, FIXD

FIXD$488 − $65 = $423

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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

Overlap: IVV, FIXD, SPY

Today

99.9%most shared, IVV and SPY

IVVFIXDSPY

IVV—0.0%99.9%

FIXD0.0%—0.0%

SPY99.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+11.6%IVV, at 13.8% volatility

FIXDWorst drop−5.4%4.5% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

FIXDIVV

−2.4%Year to date+11.5%

4.9%Yield1.1%

−2.2%Past year+11.6%

0.65%Fee0.03%

3–1IVV wins

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

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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IVV, FIXD and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three