Compare · 3 funds side by side · dividends reinvested

IVV, SAGP 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, SAGP 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%$853B1.5

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%$778B2.0

Strategas Global Policy Opportunities ETFInternational · Global0.65%3.10%+7.7%+10.4%+19.4%[…]−8.9%13.7%$79M2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · SAGP 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SAGP

Strategas Global Policy Opportunities ETF · $79M[…]

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

IVVMeasureSAGP

+8.7%Year to dateJan 1 → Nov 6+7.7%

+9.8%1 yearTotal return+10.4%

+21.8%3 years · per year$10,000 became $18,084 · $17,029+19.4%

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

0.03%Expense ratio$3 · $65 a year on $10k · lower is better0.65%

1.14%Trailing 12-mo yield$114 · $310 a year on $10k3.10%

−8.9%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.7%

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

4–2IVV 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 SAGP: Top 5 Holdings

Today

IVV

27.8%in top 5

SAGP

in top 540.8%

IVVStockSAGP

not top 5STE32.5%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

not top 5CSL3.2%

2.6%GOOGLnot top 5

not top 5SMIN2.1%

not top 5EQT1.6%

not top 5SWK1.5%

Held in common2.5%

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

IVV vs SAGP Returns, Every Period

iSharesIVV

+9.8%

past year

SAGPStrategas

+10.4%

past year

IVVSAGPFaded: behind in that period

2–1IVV wins

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

Core vs International: IVV vs SAGP

YTD

iSharesIVV

+8.7%

SAGPStrategas

+7.7%

+8.7%Year to date+7.7%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.7%

1.1%Yield3.1%

$853BAssets$79.0M

2–1IVV wins

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

Cost, Income and Risk

Fees: IVV, SAGP, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SAGP0.65%$65

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

Yields: IVV, SAGP, SPY

3.10%highest, SAGP

FundTrailing yieldYield$10k

SAGP3.10%$310

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$245most kept, SAGP

SAGP$310 − $65 = $245

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, SAGP, SPY

Today

99.9%most shared, IVV and SPY

IVVSAGPSPY

IVV—2.5%99.9%

SAGP2.5%—2.5%

SPY99.9%2.5%—

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

Return vs Bumpiness: 3 ETFs

+10.4%SAGP, at 13.7% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SAGPWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

SAGPIVV

+7.7%Year to date+8.7%

3.1%Yield1.1%

+10.4%Past year+9.8%

0.65%Fee0.03%

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%

$178BAssets$778B

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