Compare · 3 funds side by side · dividends reinvested

IVV, VHT and SPY

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

02 / 04

IVV, VHT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

Vanguard Health Care ETFSectors · Health care0.09%1.31%+23.3%+32.1%+17.9%+8.3%−10.4%16.0%$19.1B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.1

Rank among the three1st → 3rdFee, 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 · VHT 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

VHT

Vanguard Health Care ETF · $19.1B$14,891

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

IVVMeasureVHT

+13.4%Year to dateJan 1 → Nov 4+23.3%

+13.5%1 yearTotal return+32.1%

+24.2%3 years · per year$10,000 became $19,178 · $16,391+17.9%

+12.6%5 years · per year$10,000 became $18,118 · $14,891+8.3%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.09%Trailing 12-mo yield$109 · $131 a year on $10k1.31%

−8.9%Worst dropSmaller is better−10.4%

12.9%VolatilityLower is calmer16.0%

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

5–3IVV 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 VHT: Top 5 Holdings

Today

IVV

27.3%in top 5

VHT

in top 537.8%

IVVStockVHT

not top 5LLY12.9%

not top 5JNJ8.8%

7.7%NVDAnot top 5

7.4%AAPLnot top 5

not top 5ABBV6.5%

5.9%MSFTnot top 5

not top 5MRK5.0%

not top 5UNH4.7%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common10.2%

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

IVV vs VHT Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

VHTVanguard

+8.3%

5 years, per year

IVVVHTFaded: behind in that period

2–2Level

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

Core vs Sector: IVV vs VHT

YTD

iSharesIVV

+13.4%

VHTVanguard

+23.3%

+13.4%Year to date+23.3%

−8.9%Worst drop · 1Y−10.4%

12.9%Volatility · 1Y16.0%

1.1%Yield1.3%

$887BAssets$19.1B

2–2level

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

Cost, Income and Risk

Fees: IVV, VHT, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VHT0.09%$9

SPY0.09%$9

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

Yields: IVV, VHT, SPY

1.31%highest, VHT

FundTrailing yieldYield$10k

VHT1.31%$131

IVV1.09%$109

SPY0.99%$99

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

Income After Fees on $10,000

$122most kept, VHT

VHT$131 − $9 = $122

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

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

Overlap: IVV, VHT, SPY

Today

99.9%most shared, IVV and SPY

IVVVHTSPY

IVV—10.2%99.9%

VHT10.2%—10.2%

SPY99.9%10.2%—

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

Return vs Bumpiness: 3 ETFs

+32.1%VHT, at 16.0% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

VHTWorst drop−10.4%16.0% vol

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

Paid More vs Made More

YTD

VHTIVV

+23.3%Year to date+13.4%

1.3%Yield1.1%

+32.1%Past year+13.5%

0.09%Fee0.03%

3–1VHT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026