Compare · 4 funds side by side · dividends reinvested

IVV, STAX, VUG and SPY

IVViShares×STAXNomura×VUGVanguard×SPYSPDR×

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

02 / 04

IVV, STAX, VUG 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%$875B1.8

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%$778B2.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.6%+2.1%[…][…]−2.7%1.8%$11M2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

Rank among the four1st → 4thFee, 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 · STAX 2023 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

STAX

Nomura Tax-Free USA Short Term ETF · $11M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureSTAX

+11.3%Year to dateJan 1 → Nov 9+1.6%

+13.6%1 yearTotal return+2.1%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.11%Trailing 12-mo yield$111 · $320 a year on $10k3.20%

−8.9%Worst dropSmaller is better−2.7%

13.8%VolatilityLower is calmer1.8%

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

3–3Level

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

More Ways to See the Pairs

IVV vs STAX: Top 5 Holdings

Today

IVV

27.8%in top 5

STAX

in top 5[…]

IVVStockSTAX

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs STAX Returns, Every Period

iSharesIVV

+13.6%

past year

STAXNomura

+2.1%

past year

IVVSTAXFaded: behind in that period

2–0IVV wins

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

Core vs Stocks: IVV vs STAX

YTD

iSharesIVV

+11.3%

STAXNomura

+1.6%

+11.3%Year to date+1.6%

−8.9%Worst drop · 1Y−2.7%

13.8%Volatility · 1Y1.8%

1.1%Yield3.2%

$875BAssets$11.3M

3–1STAX wins

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

Cost, Income and Risk

Fees: IVV, STAX, VUG, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SPY0.09%$9

STAX0.29%$29

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

Yields: IVV, STAX, VUG, SPY

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

IVV1.11%$111

SPY1.01%$101

VUG0.41%$41

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

IVV$111 − $3 = $108

SPY$101 − $9 = $92

VUG$41 − $3 = $38

KeptFee

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

Overlap: IVV, STAX, VUG, SPY

Today

99.9%most shared, IVV and SPY

IVVSTAXVUGSPY

IVV—[…]55.1%99.9%

STAX[…]—[…][…]

VUG55.1%[…]—55.1%

SPY99.9%[…]55.1%—

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

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

STAXWorst drop−2.7%1.8% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

STAXIVV

+1.6%Year to date+11.3%

3.2%Yield1.1%

+2.1%Past year+13.6%

0.29%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

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