Compare · 4 funds side by side · dividends reinvested

IVV, TIZE, VIG and SPY

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, TIZE, VIG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.6

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%$875B1.9

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%$778B2.5

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M4.0

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 · TIZE 2021 · VIG 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

SPYMeasureVIG

+11.2%Year to dateJan 1 → Nov 9+14.8%

+13.5%1 yearTotal return+17.6%

+21.9%3 years · per year$10,000 became $18,118 · $16,775+18.8%

+11.8%5 years · per year$10,000 became $17,493 · $16,638+10.7%

0.09%Expense ratio$9 · $4 a year on $10k · lower is better0.04%

1.01%Trailing 12-mo yield$101 · $146 a year on $10k1.46%

−8.9%Worst dropSmaller is better−7.9%

13.7%VolatilityLower is calmer11.0%

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

2–6VIG wins

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

More Ways to See the Pairs

SPY vs VIG: Top 5 Holdings

Today

SPY

27.8%in top 5

VIG

in top 522.1%

SPYStockVIG

7.9%AAPL4.9%

7.1%NVDAnot top 5

6.2%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%AMZNnot top 5

not top 5JPM3.9%

2.6%GOOGLnot top 5

Held in common42.6%

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

SPY vs VIG Returns, Every Period

SPDRSPY

+11.8%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

SPYVIGFaded: behind in that period

2–2Level

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

Core vs Income: SPY vs VIG

YTD

SPDRSPY

+11.2%

VIGVanguard

+14.8%

+11.2%Year to date+14.8%

−8.9%Worst drop · 1Y−7.9%

13.7%Volatility · 1Y11.0%

1.0%Yield1.5%

$778BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: IVV, TIZE, VIG, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

SPY0.09%$9

TIZE0.40%$40

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

Yields: IVV, TIZE, VIG, SPY

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

IVV1.11%$111

SPY1.01%$101

TIZE0.76%$76

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IVV$111 − $3 = $108

SPY$101 − $9 = $92

TIZE$76 − $40 = $36

KeptFee

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

Overlap: IVV, TIZE, VIG, SPY

Today

99.9%most shared, IVV and SPY

IVVTIZEVIGSPY

IVV—[…]42.6%99.9%

TIZE[…]—[…][…]

VIG42.6%[…]—42.6%

SPY99.9%[…]42.6%—

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

Return vs Bumpiness: 4 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

VIGIVV

+14.8%Year to date+11.3%

1.5%Yield1.1%

+17.6%Past year+13.6%

0.04%Fee0.03%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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