Compare · 3 funds side by side · dividends reinvested

IVV, USMC and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,422USMC · best of the three

Story of the three · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

IVV, USMC 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%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B1.9

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.74%+10.3%+9.3%+21.0%+13.0%−10.0%13.8%$5.0B2.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: IVV 2000 · USMC 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,265

IVV

USMC

Principal U.S. Mega-Cap ETF · $5.0B$18,422

$10,000 five years ago, dividends reinvested · they hold 49.5% in common

IVVMeasure

More Ways to See the Pairs

IVV vs USMC: Top 5 Holdings

Today

IVV

26.8%in top 5

USMC

in top 531.0%

IVVStockUSMC

7.9%AAPL7.9%

6.4%NVDA6.4%

5.9%MSFT5.8%

not top 5COST5.5%

not top 5MA

Cost, Income and Risk

Fees: IVV, USMC, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

USMC0.12%$12

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IVV, USMC, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

USMC

+11.5%Year to dateJan 1 → Nov 13+10.3%

+11.6%1 yearTotal return+9.3%

+21.5%3 years · per year$10,000 became $17,931 · $17,735+21.0%

+11.5%5 years · per year$10,000 became $17,265 · $18,422+13.0%

0.03%Expense ratio$3 · $12 a year on $10k · lower is better0.12%

1.11%Trailing 12-mo yield$111 · $74 a year on $10k0.74%

−8.9%Worst dropSmaller is better−10.0%

13.8%VolatilityLower is calmer13.8%

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

6–1IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.4%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common49.5%

End-of-day Nov 13, 2026 · share of each fund

IVV vs USMC Returns, Every Period

5Y

iSharesIVV

+11.5%

5 years, per year

USMCPrincipal

+13.0%

5 years, per year

IVVUSMCFaded: behind in that period

3–1IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IVV vs SPY

YTD

iSharesIVV

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

−8.9%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.7%

1.1%Yield1.0%

$875BAssets$807B

1–1level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

USMC0.74%$74

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

USMC$74 − $12 = $62

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IVV, USMC, SPY

Today

99.9%most shared, IVV and SPY

IVVUSMCSPY

IVV—49.5%99.9%

USMC49.5%—49.5%

SPY99.9%49.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.6%IVV, at 13.8% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

USMCWorst drop−10.0%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+11.5%Year to date+11.5%

1.1%Yield1.0%

+11.6%Past year+11.6%

0.03%Fee0.09%

2–0IVV wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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IVV, USMC and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three