Compare · 3 funds side by side · dividends reinvested

IVV, PRF and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,152PRF · best of the three

02 / 04

IVV, PRF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.34%+19.2%+23.9%+23.4%+12.7%−6.6%11.0%$10.1B1.3

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%$887B2.1

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%$805B2.6

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 · PRF 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

PRF

Invesco RAFI US 1000 ETF · $10.1B$18,152

$10,000 five years ago, dividends reinvested · they hold 64.4% in common

IVVMeasurePRF

+8.4%Year to dateJan 1 → Nov 5+19.2%

+9.7%1 yearTotal return+23.9%

+22.1%3 years · per year$10,000 became $18,221 · $18,807+23.4%

+11.4%5 years · per year$10,000 became $17,151 · $18,152+12.7%

0.03%Expense ratio$3 · $34 a year on $10k · lower is better0.34%

1.14%Trailing 12-mo yield$114 · $134 a year on $10k1.34%

−8.9%Worst dropSmaller is better−6.6%

13.6%VolatilityLower is calmer11.0%

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

1–7PRF 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 PRF: Top 5 Holdings

Today

IVV

27.7%in top 5

PRF

in top 515.1%

IVVStockPRF

7.7%AAPL4.7%

7.3%NVDAnot top 5

6.2%MSFT3.3%

3.9%AMZN2.4%

2.6%GOOGL2.7%

not top 5BRK-B2.0%

Held in common64.4%

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

IVV vs PRF Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

PRFInvesco

+12.7%

5 years, per year

IVVPRFFaded: behind in that period

0–4PRF wins

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

Core vs Stocks: IVV vs PRF

YTD

iSharesIVV

+8.4%

PRFInvesco

+19.2%

+8.4%Year to date+19.2%

−8.9%Worst drop · 1Y−6.6%

13.6%Volatility · 1Y11.0%

1.1%Yield1.3%

$887BAssets$10.1B

4–0PRF wins

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

Cost, Income and Risk

Fees: IVV, PRF, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

PRF0.34%$34

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

Yields: IVV, PRF, SPY

1.34%highest, PRF

FundTrailing yieldYield$10k

PRF1.34%$134

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

PRF$134 − $34 = $100

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, PRF, SPY

Today

99.9%most shared, IVV and SPY

IVVPRFSPY

IVV—64.4%99.9%

PRF64.4%—64.5%

SPY99.9%64.5%—

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

Return vs Bumpiness: 3 ETFs

+23.9%PRF, at 11.0% volatility

PRFWorst drop−6.6%11.0% 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

PRFIVV

+19.2%Year to date+8.4%

1.3%Yield1.1%

+23.9%Past year+9.7%

0.34%Fee0.03%

3–1PRF 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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026