Compare · 3 funds side by side · dividends reinvested

IVV, FORH and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

IVV, FORH and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.5

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%$853B1.8

Formidable ETFUnsorted1.19%1.95%−6.2%−6.3%+2.3%+0.2%−15.3%14.8%$16M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · FORH 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Formidable ETF · $16M$10,112

FORH

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

FORHMeasureIVV

−6.2%Year to dateJan 1 → Nov 9+8.7%

−6.3%1 yearTotal return+9.8%

+2.3%3 years · per year$10,000 became $10,706 · $18,084+21.8%

+0.2%5 years · per year$10,000 became $10,112 · $17,177+11.4%

1.19%Expense ratio$119 · $3 a year on $10k · lower is better0.03%

1.95%Trailing 12-mo yield$195 · $114 a year on $10k1.14%

−15.3%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.6%

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

1–7IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FORH vs IVV: Top 5 Holdings

Today

FORH

27.3%in top 5

IVV

in top 527.8%

FORHStockIVV

10.9%ACTGnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.7%Bnot top 5

not top 5AMZN4.0%

3.7%TLNEnot top 5

3.5%ARLPnot top 5

3.5%HSTMnot top 5

not top 5GOOGL2.6%

Held in common0.2%

End-of-day Nov 9, 2026 · share of each fund

FORH vs IVV Returns, Every Period

FormidableFORH

+0.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

FORHIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: FORH vs IVV

YTD

FormidableFORH

−6.2%

IVViShares

+8.7%

−6.2%Year to date+8.7%

−15.3%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.6%

1.9%Yield1.1%

$16.4MAssets$853B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, FORH, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FORH1.19%$119

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, FORH, SPY

1.95%highest, FORH

FundTrailing yieldYield$10k

FORH1.95%$195

IVV1.14%$114

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$101 − $9 = $92

FORH$195 − $119 = $76

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, FORH, SPY

Today

99.9%most shared, IVV and SPY

IVVFORHSPY

IVV—0.2%99.9%

FORH0.2%—0.2%

SPY99.9%0.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPY, at 13.7% volatility

IVVWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.7% vol

FORHWorst drop−15.3%14.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FORHSPY

−6.2%Year to date+11.2%

1.9%Yield1.0%

−6.3%Past year+13.5%

1.19%Fee0.09%

3–1SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026