Compare · 3 funds side by side · dividends reinvested

IVV, FXED and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

IVV, FXED and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.1

Sound Enhanced Fixed Income ETFBonds & Cash · Other bonds0.49%7.49%−2.7%−1.9%+6.7%+1.4%−6.2%8.9%$40M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · FXED 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

FXED

Sound Enhanced Fixed Income ETF · $40M$10,715

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

IVVMeasureFXED

+8.4%Year to dateJan 1 → Nov 5−2.7%

+9.7%1 yearTotal return−1.9%

+22.1%3 years · per year$10,000 became $18,221 · $12,164+6.7%

+11.4%5 years · per year$10,000 became $17,151 · $10,715+1.4%

0.03%Expense ratio$3 · $49 a year on $10k · lower is better0.49%

1.14%Trailing 12-mo yield$114 · $749 a year on $10k7.49%

−8.9%Worst dropSmaller is better−6.2%

13.6%VolatilityLower is calmer8.9%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs FXED: Top 5 Holdings

Today

IVV

27.7%in top 5

FXED

in top 513.6%

IVVStockFXED

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

not top 5GBDC3.1%

not top 5TSLX2.8%

not top 5744320872.6%

2.6%GOOGLnot top 5

not top 589832Q692.5%

not top 5HTGC2.5%

Held in common0.3%

End-of-day Nov 5, 2026 · share of each fund

IVV vs FXED Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FXEDSound Income

+1.4%

5 years, per year

IVVFXEDFaded: behind in that period

4–0IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs FXED

YTD

iSharesIVV

+8.4%

FXEDSound Income

−2.7%

+8.4%Year to date−2.7%

−8.9%Worst drop · 1Y−6.2%

13.6%Volatility · 1Y8.9%

1.1%Yield7.5%

$850BAssets$39.9M

3–1FXED wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, FXED, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FXED0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, FXED, SPY

7.49%highest, FXED

FundTrailing yieldYield$10k

FXED7.49%$749

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$700most kept, FXED

FXED$749 − $49 = $700

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, FXED, SPY

Today

99.9%most shared, IVV and SPY

IVVFXEDSPY

IVV—0.3%99.9%

FXED0.3%—0.3%

SPY99.9%0.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

FXEDWorst drop−6.2%8.9% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FXEDIVV

−2.7%Year to date+8.4%

7.5%Yield1.1%

−1.9%Past year+9.7%

0.49%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026