Compare · 3 funds side by side · dividends reinvested

IVV, SOXS 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, SOXS 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%$853B1.4

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%$778B1.9

Direxion Daily Semiconductor Bear 3X ETFLeveraged · 3x1.00%16.71%−88.3%−88.8%−85.3%−76.4%−96.7%146.8%$5.5B2.8

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 · SOXS 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SOXS

Direxion Daily Semiconductor Bear 3X ETF · $5.5B$7

$10,000 five years ago, dividends reinvested

IVVMeasureSOXS

+8.7%Year to dateJan 1 → Nov 6−88.3%

+9.8%1 yearTotal return−88.8%

+21.8%3 years · per year$10,000 became $18,084 · $32−85.3%

+11.4%5 years · per year$10,000 became $17,177 · $7−76.4%

0.03%Expense ratio$3 · $100 a year on $10k · lower is better1.00%

1.14%Trailing 12-mo yield$114 · $1,671 a year on $10k16.71%

−8.9%Worst dropSmaller is better−96.7%

13.6%VolatilityLower is calmer146.8%

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

7–1IVV 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 SOXS: Top 5 Holdings

Today

IVV

27.8%in top 5

SOXS

in top 5[…]

IVVStockSOXS

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

Held in common[…]

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

IVV vs SOXS Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SOXSDirexion

−76.4%

5 years, per year

IVVSOXSFaded: behind in that period

4–0IVV wins

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

Core vs Leveraged: IVV vs SOXS

YTD

iSharesIVV

+8.7%

SOXSDirexion

−88.3%

+8.7%Year to date−88.3%

−8.9%Worst drop · 1Y−96.7%

13.6%Volatility · 1Y146.8%

1.1%Yield16.7%

$853BAssets$5.5B

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, SOXS, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SOXS1.00%$100

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

Yields: IVV, SOXS, SPY

16.71%highest, SOXS

FundTrailing yieldYield$10k

SOXS16.71%$1,671

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$1,571most kept, SOXS

SOXS$1,671 − $100 = $1,571

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, SOXS, SPY

Today

99.9%most shared, IVV and SPY

IVVSOXSSPY

IVV—[…]99.9%

SOXS[…]—[…]

SPY99.9%[…]—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SOXSWorst drop−96.7%146.8% vol

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

Paid More vs Made More

YTD

SOXSIVV

−88.3%Year to date+8.7%

16.7%Yield1.1%

−88.8%Past year+9.8%

1.00%Fee0.03%

3–1IVV wins

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