Compare · 2 funds side by side · dividends reinvested

IVVW and SPY

IVVWiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

IVVW and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 BuyWrite ETFUS Stock Styles · Large cap0.25%18.52%+9.9%+13.5%[…][…]−5.8%9.8%$338M1.3

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%$778B1.5

Rank among the two1st → 2ndFee, 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: IVVW 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 BuyWrite ETF · $338M[…]

IVVW

SPY

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

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

IVVWMeasureSPY

+9.9%Year to dateJan 1 → Nov 9+11.2%

+13.5%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.25%Expense ratio$25 · $9 a year on $10k · lower is better0.09%

18.52%Trailing 12-mo yield$1,852 · $101 a year on $10k1.01%

−5.8%Worst dropSmaller is better−8.9%

9.8%VolatilityLower is calmer13.7%

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

3–2IVVW wins

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

More Ways to See the Pairs

IVVW vs SPY: Top 5 Holdings

Today

IVVW

27.8%in top 5

SPY

in top 527.8%

IVVWStockSPY

7.9%AAPL7.9%

7.1%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.9%

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

IVVW vs SPY Returns, Every Period

iSharesIVVW

+13.5%

past year

SPYSPDR

+13.5%

past year

IVVWSPYFaded: behind in that period

0–1SPY wins

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

Stocks vs Core: IVVW vs SPY

YTD

iSharesIVVW

+9.9%

SPYSPDR

+11.2%

+9.9%Year to date+11.2%

−5.8%Worst drop · 1Y−8.9%

9.8%Volatility · 1Y13.7%

18.5%Yield1.0%

$338MAssets$778B

3–1IVVW wins

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

Cost, Income and Risk

Fees: IVVW, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IVVW0.25%$25

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

Yields: IVVW, SPY

18.52%highest, IVVW

FundTrailing yieldYield$10k

IVVW18.52%$1,852

SPY1.01%$101

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

Income After Fees on $10,000

$1,827most kept, IVVW

IVVW$1,852 − $25 = $1,827

SPY$101 − $9 = $92

KeptFee

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

Overlap: IVVW, SPY

Today

99.9%most shared, IVVW and SPY

IVVWSPY

IVVW—99.9%

SPY99.9%—

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

Return vs Bumpiness: 2 ETFs

+13.5%IVVW, at 9.8% volatility

IVVWWorst drop−5.8%9.8% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

IVVWSPY

+9.9%Year to date+11.2%

18.5%Yield1.0%

+13.5%Past year+13.5%

0.25%Fee0.09%

2–1SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026