Compare · 3 funds side by side · dividends reinvested

IVVB, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

IVVB, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.1

iShares Large Cap Deep Quarterly Laddered ETFUS Stock Styles · Large cap0.53%1.17%+4.3%+5.4%+13.4%[…]−5.8%8.4%$139M2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVVB 2023 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Deep Quarterly Laddered ETF · $139M[…]

IVVB

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

IVVBMeasureSPY

+4.3%Year to dateJan 1 → Nov 5+8.3%

+5.4%1 yearTotal return+9.7%

+13.4%3 years · per year$10,000 became $14,602 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.53%Expense ratio$53 · $9 a year on $10k · lower is better0.09%

1.17%Trailing 12-mo yield$117 · $103 a year on $10k1.03%

−5.8%Worst dropSmaller is better−8.9%

8.4%VolatilityLower is calmer13.6%

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

3–4SPY wins

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

More Ways to See the Pairs

IVVB vs SPY: Top 5 Holdings

Today

IVVB

99.5%in top 5

SPY

in top 527.7%

IVVBStockSPY

99.5%IVVnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IVVB vs SPY Returns, Every Period

iSharesIVVB

+5.4%

past year

SPYSPDR

+9.7%

past year

IVVBSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IVVB vs IVV

YTD

iSharesIVVB

+4.3%

IVViShares

+8.4%

+4.3%Year to date+8.4%

−5.8%Worst drop · 1Y−8.9%

8.4%Volatility · 1Y13.6%

1.2%Yield1.1%

$139MAssets$850B

3–1IVVB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVVB, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

IVVB0.53%$53

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVVB, SPY, IVV

1.17%highest, IVVB

FundTrailing yieldYield$10k

IVVB1.17%$117

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

IVVB$117 − $53 = $64

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVVB, SPY, IVV

Today

99.9%most shared, SPY and IVV

IVVBSPYIVV

IVVB—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

IVVBWorst drop−5.8%8.4% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVBIVV

+4.3%Year to date+8.4%

1.2%Yield1.1%

+5.4%Past year+9.7%

0.53%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026