Compare · 2 funds side by side · dividends reinvested

IVV and SPYV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,118IVV · best of the two

02 / 04

IVV and SPYV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 Value ETFLow-Cost Core · S&P 5000.04%1.62%+16.1%+18.7%+19.8%+12.2%−6.2%9.8%$39.0B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · SPYV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $872B$18,118

IVV

SPYV

State Street SPDR Portfolio S&P 500 Value ETF · $39.0B$17,769

$10,000 five years ago, dividends reinvested · they hold 60.3% in common

IVVMeasureSPYV

+13.4%Year to dateJan 1 → Nov 4+16.1%

+13.5%1 yearTotal return+18.7%

+24.2%3 years · per year$10,000 became $19,178 · $17,206+19.8%

+12.6%5 years · per year$10,000 became $18,118 · $17,769+12.2%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.09%Trailing 12-mo yield$109 · $162 a year on $10k1.62%

−8.9%Worst dropSmaller is better−6.2%

12.9%VolatilityLower is calmer9.8%

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

3–5SPYV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SPYV: Top 5 Holdings

Today

IVV

27.3%in top 5

SPYV

in top 517.6%

IVVStockSPYV

7.4%AAPL8.0%

7.7%NVDAnot top 5

5.9%MSFTnot top 5

3.8%AMZN3.8%

2.5%GOOGLnot top 5

not top 5XOM2.4%

not top 5WMT1.8%

not top 5COST1.5%

Held in common60.3%

End-of-day Nov 4, 2026 · share of each fund

IVV vs SPYV Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

SPYVSPDR

+12.2%

5 years, per year

IVVSPYVFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IVV vs SPYV

YTD

iSharesIVV

+13.4%

SPYVSPDR

+16.1%

+13.4%Year to date+16.1%

−8.9%Worst drop · 1Y−6.2%

12.9%Volatility · 1Y9.8%

1.1%Yield1.6%

$872BAssets$39.0B

4–0SPYV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SPYV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPYV0.04%$4

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, SPYV

1.62%highest, SPYV

FundTrailing yieldYield$10k

SPYV1.62%$162

IVV1.09%$109

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$158most kept, SPYV

SPYV$162 − $4 = $158

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, SPYV

Today

60.3%most shared, IVV and SPYV

IVVSPYV

IVV—60.3%

SPYV60.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%SPYV, at 9.8% volatility

SPYVWorst drop−6.2%9.8% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYVIVV

+16.1%Year to date+13.4%

1.6%Yield1.1%

+18.7%Past year+13.5%

0.04%Fee0.03%

3–1SPYV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026