Compare · 2 funds side by side · dividends reinvested

IVW and SPY

IVWiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

IVW and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$798B1.1

iShares S&P 500 Growth ETFLow-Cost Core · S&P 5000.18%0.36%+10.8%+9.1%+27.7%+12.2%−13.4%18.5%$74.4B1.9

Rank among the two1st → 2ndFee, 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: IVW 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Growth ETF · $74.4B$17,762

IVW

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 65.6% in common

IVWMeasureSPY

+10.8%Year to dateJan 1 → Nov 4+13.3%

+9.1%1 yearTotal return+13.4%

+27.7%3 years · per year$10,000 became $20,805 · $19,132+24.1%

+12.2%5 years · per year$10,000 became $17,762 · $18,060+12.6%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

0.36%Trailing 12-mo yield$36 · $99 a year on $10k0.99%

−13.4%Worst dropSmaller is better−8.9%

18.5%VolatilityLower is calmer12.9%

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

1–7SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVW vs SPY: Top 5 Holdings

Today

IVW

41.6%in top 5

SPY

in top 527.3%

IVWStockSPY

14.3%NVDA7.7%

11.1%MSFT5.9%

6.9%AAPL7.4%

4.7%GOOGL2.5%

4.5%AVGOnot top 5

not top 5AMZN3.8%

Held in common65.6%

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

IVW vs SPY Returns, Every Period

iSharesIVW

+12.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

IVWSPYFaded: behind in that period

1–3SPY wins

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

IVW vs SPY

YTD

iSharesIVW

+10.8%

SPYSPDR

+13.3%

+10.8%Year to date+13.3%

−13.4%Worst drop · 1Y−8.9%

18.5%Volatility · 1Y12.9%

0.4%Yield1.0%

$74.4BAssets$798B

4–0SPY wins

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

Cost, Income and Risk

Fees: IVW, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IVW0.18%$18

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

Yields: IVW, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

IVW0.36%$36

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

IVW$36 − $18 = $18

KeptFee

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

Overlap: IVW, SPY

Today

65.6%most shared, IVW and SPY

IVWSPY

IVW—65.6%

SPY65.6%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

IVWWorst drop−13.4%18.5% vol

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

Paid More vs Made More

YTD

SPYIVW

+13.3%Year to date+10.8%

1.0%Yield0.4%

+13.4%Past year+9.1%

0.09%Fee0.18%

4–0SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026