Compare · 3 funds side by side · dividends reinvested

IVV, SHDG and SPY

IVViShares×SHDGSoundWatch Capital×SPYSPDR×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

IVV, SHDG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$806B2.0

Soundwatch Hedged Equity ETFDefined Outcome · Hedged equity1.01%0.48%+3.0%+3.6%+13.1%[…]−6.6%9.1%$156M2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: IVV 2000 · SHDG 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $879B$17,398

IVV

SHDG

Soundwatch Hedged Equity ETF · $156M[…]

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

IVVMeasure

More Ways to See the Pairs

IVV vs SHDG: Top 5 Holdings

Today

IVV

26.8%in top 5

SHDG

in top 596.8%

IVVStockSHDG

not top 5IVV96.8%

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

Cost, Income and Risk

Fees: IVV, SHDG, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SHDG1.01%$101

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IVV, SHDG, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SHDG

+12.0%Year to dateJan 1 → Nov 12+3.0%

+12.2%1 yearTotal return+3.6%

+21.7%3 years · per year$10,000 became $18,019 · $14,455+13.1%

+11.7%5 years · per year$10,000 became $17,398 · […][…]

0.03%Expense ratio$3 · $101 a year on $10k · lower is better1.01%

1.10%Trailing 12-mo yield$110 · $48 a year on $10k0.48%

−8.9%Worst dropSmaller is better−6.6%

13.7%VolatilityLower is calmer9.1%

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

5–2IVV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

IVV vs SHDG Returns, Every Period

1Y

iSharesIVV

+12.2%

past year

SHDGSoundWatch Capital

+3.6%

past year

IVVSHDGFaded: behind in that period

3–0IVV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IVV vs SPY

YTD

iSharesIVV

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.7%

1.1%Yield1.0%

$879BAssets$806B

2–0IVV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

SPY1.00%$100

SHDG0.48%$48

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPY$100 − $9 = $91

SHDG$48 − $101 = −$53

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVV, SHDG, SPY

Today

99.9%most shared, IVV and SPY

IVVSHDGSPY

IVV—0.0%99.9%

SHDG0.0%—0.0%

SPY99.9%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.2%IVV, at 13.7% volatility

SHDGWorst drop−6.6%9.1% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+12.0%Year to date+11.9%

1.1%Yield1.0%

+12.2%Past year+12.0%

0.03%Fee0.09%

4–0IVV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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IVV, SHDG and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three