Compare · 3 funds side by side · dividends reinvested

IVV, IWM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

IVV, IWM 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · IWM 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

IWM

iShares Russell 2000 ETF · $75.4B$12,766

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

IVVMeasureIWM

+8.7%Year to dateJan 1 → Nov 6+11.9%

+9.8%1 yearTotal return+13.0%

+21.8%3 years · per year$10,000 became $18,084 · $17,100+19.6%

+11.4%5 years · per year$10,000 became $17,177 · $12,766+5.0%

0.03%Expense ratio$3 · $19 a year on $10k · lower is better0.19%

1.14%Trailing 12-mo yield$114 · $100 a year on $10k1.00%

−8.9%Worst dropSmaller is better−11.1%

13.6%VolatilityLower is calmer18.7%

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

6–2IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs IWM: Top 5 Holdings

Today

IVV

27.8%in top 5

IWM

in top 51.8%

IVVStockIWM

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IVV vs IWM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

IWMiShares

+5.0%

5 years, per year

IVVIWMFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IVV vs SPY

YTD

iSharesIVV

+8.7%

SPYSPDR

+8.7%

+8.7%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

1.1%Yield1.0%

$850BAssets$819B

1–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, IWM, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

IWM0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, IWM, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

IWM1.00%$100

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

IWM$100 − $19 = $81

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, IWM, SPY

Today

99.9%most shared, IVV and SPY

IVVIWMSPY

IVV—0.0%99.9%

IWM0.0%—0.0%

SPY99.9%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.0%IWM, at 18.7% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVIWM

+8.7%Year to date+11.9%

1.1%Yield1.0%

+9.8%Past year+13.0%

0.03%Fee0.19%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026