Compare · 3 funds side by side · dividends reinvested

IVV, SRTY and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, SRTY and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.9

ProShares - UltraPro Short Russell2000Leveraged · 3x1.10%6.17%−39.0%−44.4%−48.5%−28.4%−60.9%56.3%$65M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · SRTY 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraPro Short Russell2000 · $65M$1,888

SRTY

IVV

iShares Core S&P 500 ETF · $875B$17,545

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

SRTYMeasureIVV

−39.0%Year to dateJan 1 → Nov 9+11.3%

−44.4%1 yearTotal return+13.6%

−48.5%3 years · per year$10,000 became $1,369 · $18,159+22.0%

−28.4%5 years · per year$10,000 became $1,888 · $17,545+11.9%

1.10%Expense ratio$110 · $3 a year on $10k · lower is better0.03%

6.17%Trailing 12-mo yield$617 · $111 a year on $10k1.11%

−60.9%Worst dropSmaller is better−8.9%

56.3%VolatilityLower is calmer13.8%

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

1–7IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SRTY vs IVV: Top 5 Holdings

Today

SRTY

60.7%in top 5

IVV

in top 527.8%

SRTYStockIVV

60.7%IQMMnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SRTY vs IVV Returns, Every Period

ProSharesSRTY

−28.4%

5 years, per year

IVViShares

+11.9%

5 years, per year

SRTYIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: SRTY vs IVV

YTD

ProSharesSRTY

−39.0%

IVViShares

+11.3%

−39.0%Year to date+11.3%

−60.9%Worst drop · 1Y−8.9%

56.3%Volatility · 1Y13.8%

6.2%Yield1.1%

$65.0MAssets$875B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SRTY, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SRTY1.10%$110

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, SRTY, SPY

6.17%highest, SRTY

FundTrailing yieldYield$10k

SRTY6.17%$617

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$507most kept, SRTY

SRTY$617 − $110 = $507

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, SRTY, SPY

Today

99.9%most shared, IVV and SPY

IVVSRTYSPY

IVV—0.0%99.9%

SRTY0.0%—0.0%

SPY99.9%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

SRTYWorst drop−60.9%56.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SRTYIVV

−39.0%Year to date+11.3%

6.2%Yield1.1%

−44.4%Past year+13.6%

1.10%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026