Compare · 4 funds side by side · dividends reinvested

IVV, IUSB, MUB and SPY

IVViShares×IUSBiShares×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, IUSB, 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%$853B2.0

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.0B2.5

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B2.8

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%$778B2.8

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 · IUSB 2014 · MUB 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,151

$10,000 five years ago, dividends reinvested

IVVMeasureIUSB

+11.3%Year to dateJan 1 → Nov 9+0.1%

+13.6%1 yearTotal return+0.5%

+22.0%3 years · per year$10,000 became $18,159 · $11,705+5.4%

+11.9%5 years · per year$10,000 became $17,545 · $10,151+0.3%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.11%Trailing 12-mo yield$111 · $433 a year on $10k4.33%

−8.9%Worst dropSmaller is better−4.3%

13.8%VolatilityLower is calmer3.9%

IVVIUSB 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 IUSB: Top 5 Holdings

Today

IVV

27.8%in top 5

IUSB

in top 5[…]

IVVStockIUSB

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 IUSB Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

IUSBiShares

+0.3%

5 years, per year

IVVIUSBFaded: 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 IUSB

YTD

iSharesIVV

+11.3%

IUSBiShares

+0.1%

+11.3%Year to date+0.1%

−8.9%Worst drop · 1Y−4.3%

13.8%Volatility · 1Y3.9%

1.1%Yield4.3%

$853BAssets$50.4B

3–1IUSB wins

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

Cost, Income and Risk

Fees: IVV, IUSB, MUB, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MUB0.05%$5

IUSB0.06%$6

SPY0.09%$9

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

Yields: IVV, IUSB, MUB, SPY

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

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

$427most kept, IUSB

IUSB$433 − $6 = $427

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, IUSB, MUB, SPY

Today

99.9%most shared, IVV and SPY

IVVIUSBMUBSPY

IVV—[…][…]99.9%

IUSB[…]—[…][…]

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

IUSBWorst drop−4.3%3.9% 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

IUSBIVV

+0.1%Year to date+11.3%

4.3%Yield1.1%

+0.5%Past year+13.6%

0.06%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$853B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026