Compare · 4 funds side by side · dividends reinvested

IVV, SIXS, VUG and SPY

IVViShares×SIXSMeridian×VUGVanguard×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

IVV, SIXS, VUG 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%$853B1.9

ETC 6 Meridian Small Cap Equity ETFUS Stock Styles · Small cap0.31%1.99%+14.0%+18.2%+12.7%+4.6%−9.0%13.1%$146M2.4

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%$819B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.1

Rank among the four1st → 4thFee, 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 · SIXS 2020 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SIXS

ETC 6 Meridian Small Cap Equity ETF · $146M$12,511

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

IVVMeasureSIXS

+8.7%Year to dateJan 1 → Nov 6+14.0%

+9.8%1 yearTotal return+18.2%

+21.8%3 years · per year$10,000 became $18,084 · $14,313+12.7%

+11.4%5 years · per year$10,000 became $17,177 · $12,511+4.6%

0.03%Expense ratio$3 · $31 a year on $10k · lower is better0.31%

1.14%Trailing 12-mo yield$114 · $199 a year on $10k1.99%

−8.9%Worst dropSmaller is better−9.0%

13.6%VolatilityLower is calmer13.1%

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

4–4Level

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 SIXS: Top 5 Holdings

Today

IVV

27.8%in top 5

SIXS

in top 510.3%

IVVStockSIXS

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5AGO2.2%

not top 5INSW2.1%

not top 5INVA2.1%

not top 5GPOR2.0%

not top 5PARR1.9%

Held in common0.0%

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

IVV vs SIXS Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SIXSMeridian

+4.6%

5 years, per year

IVVSIXSFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs SIXS

YTD

iSharesIVV

+8.7%

SIXSMeridian

+14.0%

+8.7%Year to date+14.0%

−8.9%Worst drop · 1Y−9.0%

13.6%Volatility · 1Y13.1%

1.1%Yield2.0%

$853BAssets$146M

3–1SIXS wins

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

Cost, Income and Risk

Fees: IVV, SIXS, VUG, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SPY0.09%$9

SIXS0.31%$31

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

Yields: IVV, SIXS, VUG, SPY

1.99%highest, SIXS

FundTrailing yieldYield$10k

SIXS1.99%$199

IVV1.14%$114

SPY1.03%$103

VUG0.42%$42

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

Income After Fees on $10,000

$168most kept, SIXS

SIXS$199 − $31 = $168

IVV$114 − $3 = $111

SPY$103 − $9 = $94

VUG$42 − $3 = $39

KeptFee

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

Overlap: IVV, SIXS, VUG, SPY

Today

99.9%most shared, IVV and SPY

IVVSIXSVUGSPY

IVV—0.0%54.8%99.9%

SIXS0.0%—0.0%0.0%

VUG54.8%0.0%—54.8%

SPY99.9%0.0%54.8%—

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

Return vs Bumpiness: 4 ETFs

+18.2%SIXS, at 13.1% volatility

SIXSWorst drop−9.0%13.1% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SIXSIVV

+14.0%Year to date+8.7%

2.0%Yield1.1%

+18.2%Past year+9.8%

0.31%Fee0.03%

3–1SIXS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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