Compare · 4 funds side by side · dividends reinvested

IVV, SMMD, SPY and VOO

IVViShares×SMMDiShares×SPYSPDR×VOOVanguard×

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

02 / 04

IVV, SMMD, SPY and VOO, 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%$853B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.17%+14.5%+16.9%+19.8%+6.3%−9.7%17.0%$4.1B2.9

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%$819B3.0

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 · SMMD 2017 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SMMD

iShares Russell 2500 ETF · $4.1B$13,594

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

IVVMeasureSMMD

+8.7%Year to dateJan 1 → Nov 6+14.5%

+9.8%1 yearTotal return+16.9%

+21.8%3 years · per year$10,000 became $18,084 · $17,204+19.8%

+11.4%5 years · per year$10,000 became $17,177 · $13,594+6.3%

0.03%Expense ratio$3 · $23 a year on $10k · lower is better0.23%

1.14%Trailing 12-mo yield$114 · $117 a year on $10k1.17%

−8.9%Worst dropSmaller is better−9.7%

13.6%VolatilityLower is calmer17.0%

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

5–3IVV 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 SMMD: Top 5 Holdings

Today

IVV

27.8%in top 5

SMMD

in top 51.6%

IVVStockSMMD

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 5USFD0.3%

not top 5THC0.3%

not top 5ATI0.3%

not top 5RGLD0.3%

not top 5VTRS0.3%

Held in common1.2%

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

IVV vs SMMD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SMMDiShares

+6.3%

5 years, per year

IVVSMMDFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs SMMD

YTD

iSharesIVV

+8.7%

SMMDiShares

+14.5%

+8.7%Year to date+14.5%

−8.9%Worst drop · 1Y−9.7%

13.6%Volatility · 1Y17.0%

1.1%Yield1.2%

$853BAssets$4.1B

2–2level

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

Cost, Income and Risk

Fees: IVV, SMMD, SPY, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SPY0.09%$9

SMMD0.23%$23

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

Yields: IVV, SMMD, SPY, VOO

1.17%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.17%$117

IVV1.14%$114

VOO1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

SMMD$117 − $23 = $94

KeptFee

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

Overlap: IVV, SMMD, SPY, VOO

Today

99.9%most shared, IVV and SPY

IVVSMMDSPYVOO

IVV—1.2%99.9%92.2%

SMMD1.2%—1.2%1.1%

SPY99.9%1.2%—92.2%

VOO92.2%1.1%92.2%—

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

Return vs Bumpiness: 4 ETFs

+16.9%SMMD, at 17.0% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SMMDWorst drop−9.7%17.0% vol

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

Paid More vs Made More

YTD

SMMDIVV

+14.5%Year to date+8.7%

1.2%Yield1.1%

+16.9%Past year+9.8%

0.23%Fee0.03%

3–1SMMD 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026