Compare · 3 funds side by side · dividends reinvested

IVV, MSML 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, MSML 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%$853B1.4

iShares MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.04%1.36%[…][…][…][…][…][…]$272M1.5

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

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 · MSML 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

MSML

iShares MSCI USA Small-Cap ETF · $272M[…]

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

IVVMeasureMSML

+8.7%Year to dateJan 1 → Nov 6[…]

+9.8%1 yearTotal return[…]

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.14%Trailing 12-mo yield$114 · $136 a year on $10k1.36%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

1–1Level

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 MSML: Top 5 Holdings

Today

IVV

27.8%in top 5

MSML

in top 52.8%

IVVStockMSML

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 5MRNA1.3%

not top 5THC0.4%

not top 5USFD0.4%

not top 5RGLD0.4%

not top 5VTRS0.3%

Held in common1.2%

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

IVV vs MSML Returns, Every Period

iSharesIVV

+9.8%

past year

MSMLiShares

[…]

past year

Returns […]

IVVMSMLFaded: behind in that period

0–0Level

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

Core vs Stocks: IVV vs MSML

YTD

iSharesIVV

+8.7%

MSMLiShares

[…]

+8.7%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.6%Volatility · 1Y[…]

1.1%Yield1.4%

$853BAssets$272M

1–0MSML wins

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

Cost, Income and Risk

Fees: IVV, MSML, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MSML0.04%$4

SPY0.09%$9

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

Yields: IVV, MSML, SPY

1.36%highest, MSML

FundTrailing yieldYield$10k

MSML1.36%$136

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$132most kept, MSML

MSML$136 − $4 = $132

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, MSML, SPY

Today

99.9%most shared, IVV and SPY

IVVMSMLSPY

IVV—1.2%99.9%

MSML1.2%—1.2%

SPY99.9%1.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

MSMLWorst drop[…][…]

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

Paid More vs Made More

YTD

MSMLIVV

[…]Year to date+8.7%

1.4%Yield1.1%

[…]Past year+9.8%

0.04%Fee0.03%

1–1level

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026