Compare · 4 funds side by side · dividends reinvested

IVV, FSEC, MUB and SPY

IVViShares×FSECFidelity×MUBiShares×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

IVV, FSEC, MUB 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B2.0

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.5

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%$778B2.6

FIDELITY INVESTMENT GRADE SECURITIZED ETFBonds & Cash · Mortgage0.36%4.54%+0.4%+0.9%+6.3%+0.5%−5.0%4.6%$4.5B2.9

Rank among the four1st → 4thFee, 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 · FSEC 2021 · MUB 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5B$10,231

$10,000 five years ago, dividends reinvested

IVVMeasureFSEC

+11.3%Year to dateJan 1 → Nov 9+0.4%

+13.6%1 yearTotal return+0.9%

+22.0%3 years · per year$10,000 became $18,159 · $12,002+6.3%

+11.9%5 years · per year$10,000 became $17,545 · $10,231+0.5%

0.03%Expense ratio$3 · $36 a year on $10k · lower is better0.36%

1.11%Trailing 12-mo yield$111 · $454 a year on $10k4.54%

−8.9%Worst dropSmaller is better−5.0%

13.8%VolatilityLower is calmer4.6%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs FSEC: Top 5 Holdings

Today

IVV

27.8%in top 5

FSEC

in top 5[…]

IVVStockFSEC

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs FSEC Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

FSECFidelity

+0.5%

5 years, per year

IVVFSECFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs FSEC

YTD

iSharesIVV

+11.3%

FSECFidelity

+0.4%

+11.3%Year to date+0.4%

−8.9%Worst drop · 1Y−5.0%

13.8%Volatility · 1Y4.6%

1.1%Yield4.5%

$875BAssets$4.5B

3–1FSEC wins

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

Cost, Income and Risk

Fees: IVV, FSEC, MUB, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MUB0.05%$5

SPY0.09%$9

FSEC0.36%$36

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

Yields: IVV, FSEC, MUB, SPY

4.54%highest, FSEC

FundTrailing yieldYield$10k

FSEC4.54%$454

MUB3.26%$326

IVV1.11%$111

SPY1.01%$101

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

Income After Fees on $10,000

$418most kept, FSEC

FSEC$454 − $36 = $418

MUB$326 − $5 = $321

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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

Overlap: IVV, FSEC, MUB, SPY

Today

99.9%most shared, IVV and SPY

IVVFSECMUBSPY

IVV—[…][…]99.9%

FSEC[…]—[…][…]

MUB[…][…]—[…]

SPY99.9%[…][…]—

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

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

MUBWorst drop−6.3%3.7% vol

FSECWorst drop−5.0%4.6% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

FSECIVV

+0.4%Year to date+11.3%

4.5%Yield1.1%

+0.9%Past year+13.6%

0.36%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026