Compare · 3 funds side by side · dividends reinvested

IVV, PSTR 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, PSTR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Peakshares Sector Rotation ETFIncome · Covered calls2.88%5.02%+10.0%+13.0%[…][…]−6.7%10.8%$68M1.3

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%$850B1.9

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%$819B2.4

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 · PSTR 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

PSTR

Peakshares Sector Rotation ETF · $68M[…]

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

IVVMeasurePSTR

+8.4%Year to dateJan 1 → Nov 5+10.0%

+9.7%1 yearTotal return+13.0%

+22.1%3 years · per year$10,000 became $18,221 · […][…]

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $288 a year on $10k · lower is better2.88%

1.14%Trailing 12-mo yield$114 · $502 a year on $10k5.02%

−8.9%Worst dropSmaller is better−6.7%

13.6%VolatilityLower is calmer10.8%

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

1–5PSTR 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 PSTR: Top 5 Holdings

Today

IVV

27.7%in top 5

PSTR

in top 539.3%

IVVStockPSTR

not top 5XLF10.3%

not top 5XLV8.3%

not top 5VGT8.1%

7.7%AAPLnot top 5

7.3%NVDAnot top 5

not top 5XLK7.3%

6.2%MSFTnot top 5

not top 5XLP5.3%

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common20.4%

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

IVV vs PSTR Returns, Every Period

iSharesIVV

+9.7%

past year

PSTRPeakShares

+13.0%

past year

IVVPSTRFaded: behind in that period

0–2PSTR wins

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

Core vs Income: IVV vs PSTR

YTD

iSharesIVV

+8.4%

PSTRPeakShares

+10.0%

+8.4%Year to date+10.0%

−8.9%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y10.8%

1.1%Yield5.0%

$850BAssets$67.7M

4–0PSTR wins

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

Cost, Income and Risk

Fees: IVV, PSTR, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

PSTR2.88%$288

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

Yields: IVV, PSTR, SPY

5.02%highest, PSTR

FundTrailing yieldYield$10k

PSTR5.02%$502

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$214most kept, PSTR

PSTR$502 − $288 = $214

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, PSTR, SPY

Today

99.9%most shared, IVV and SPY

IVVPSTRSPY

IVV—20.4%99.9%

PSTR20.4%—20.4%

SPY99.9%20.4%—

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

Return vs Bumpiness: 3 ETFs

+13.0%PSTR, at 10.8% volatility

PSTRWorst drop−6.7%10.8% 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

PSTRIVV

+10.0%Year to date+8.4%

5.0%Yield1.1%

+13.0%Past year+9.7%

2.88%Fee0.03%

3–1PSTR 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