Compare · 3 funds side by side · dividends reinvested

IVV, SPTM and VUG

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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, SPTM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+12.1%+12.4%+21.3%+11.3%−8.7%13.6%$14.1B1.5

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%$879B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.5

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 · SPTM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

IVV

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.1B$17,091

$10,000 five years ago, dividends reinvested · they hold 92.4% in common

IVV

More Ways to See the Pairs

IVV vs SPTM: Top 5 Holdings

Today

IVV

26.8%in top 5

SPTM

in top 524.7%

IVVStockSPTM

7.9%AAPL7.3%

6.4%NVDA5.9%

5.9%MSFT5.4%

4.0%AMZN3.7%

2.6%

Cost, Income and Risk

Fees: IVV, SPTM, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPTM0.03%$3

VUG0.03%$3

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

Yields: IVV, SPTM, VUG

1Y

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

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

Measure

SPTM

+12.0%Year to dateJan 1 → Nov 12+12.1%

+12.2%1 yearTotal return+12.4%

+21.7%3 years · per year$10,000 became $18,019 · $17,836+21.3%

+11.7%5 years · per year$10,000 became $17,398 · $17,091+11.3%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.10%Trailing 12-mo yield$110 · $107 a year on $10k1.07%

−8.9%Worst dropSmaller is better−8.7%

13.7%VolatilityLower is calmer13.6%

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

3–4SPTM wins

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

GOOGL

2.4%

Held in common92.4%

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

IVV vs SPTM Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

SPTMSPDR

+11.3%

5 years, per year

IVVSPTMFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs SPTM

YTD

iSharesIVV

+12.0%

SPTMSPDR

+12.1%

+12.0%Year to date+12.1%

−8.9%Worst drop · 1Y−8.7%

13.7%Volatility · 1Y13.6%

1.1%Yield1.1%

$879BAssets$14.1B

3–0SPTM wins

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

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

SPTM1.07%$107

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPTM$107 − $3 = $104

VUG$41 − $3 = $38

KeptFee

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

Overlap: IVV, SPTM, VUG

Today

92.4%most shared, IVV and SPTM

IVVSPTMVUG

IVV—92.4%55.2%

SPTM92.4%—51.1%

VUG55.2%51.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.4%SPTM, at 13.6% volatility

SPTMWorst drop−8.7%13.6% vol

IVVWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IVVSPTM

+12.0%Year to date+12.1%

1.1%Yield1.1%

+12.2%Past year+12.4%

0.03%Fee0.03%

2–0SPTM wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

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

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IVV, SPTM and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three