Compare · 3 funds side by side · dividends reinvested

IVV, SIO 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, SIO 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.6

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%$819B2.1

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.01%+0.4%+1.4%+7.9%[…]−3.6%4.0%$306M2.1

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 · SIO 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SIO

Touchstone Strategic Income ETF · $306M[…]

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

IVVMeasureSIO

+8.4%Year to dateJan 1 → Nov 5+0.4%

+9.7%1 yearTotal return+1.4%

+22.1%3 years · per year$10,000 became $18,221 · $12,554+7.9%

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

0.03%Expense ratio$3 · $82 a year on $10k · lower is better0.82%

1.14%Trailing 12-mo yield$114 · $701 a year on $10k7.01%

−8.9%Worst dropSmaller is better−3.6%

13.6%VolatilityLower is calmer4.0%

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

4–3IVV 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 SIO: Top 5 Holdings

Today

IVV

27.7%in top 5

SIO

in top 51.3%

IVVStockSIO

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5USB-PR0.3%

not top 5XELLL0.3%

not top 5CFG-PE0.3%

not top 5CMSD0.2%

not top 5SWK0.2%

Held in common1.1%

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

IVV vs SIO Returns, Every Period

iSharesIVV

+9.7%

past year

SIOTouchstone

+1.4%

past year

IVVSIOFaded: behind in that period

3–0IVV wins

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

Core vs Income: IVV vs SIO

YTD

iSharesIVV

+8.4%

SIOTouchstone

+0.4%

+8.4%Year to date+0.4%

−8.9%Worst drop · 1Y−3.6%

13.6%Volatility · 1Y4.0%

1.1%Yield7.0%

$850BAssets$306M

3–1SIO wins

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

Cost, Income and Risk

Fees: IVV, SIO, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SIO0.82%$82

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

Yields: IVV, SIO, SPY

7.01%highest, SIO

FundTrailing yieldYield$10k

SIO7.01%$701

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$619most kept, SIO

SIO$701 − $82 = $619

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, SIO, SPY

Today

99.9%most shared, IVV and SPY

IVVSIOSPY

IVV—1.1%99.9%

SIO1.1%—1.1%

SPY99.9%1.1%—

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

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

SIOWorst drop−3.6%4.0% 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

SIOIVV

+0.4%Year to date+8.4%

7.0%Yield1.1%

+1.4%Past year+9.7%

0.82%Fee0.03%

3–1IVV 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