Compare · 3 funds side by side · dividends reinvested

IWS, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IWS, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.28%+23.5%+27.7%+21.0%+9.2%−7.5%13.5%$14.7B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.9

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%$778B2.4

Rank among the three1st → 3rdFee, 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: IWS 2001 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap Value ETF · $14.7B$15,539

IWS

SPY

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

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

IWSMeasureSPY

+23.5%Year to dateJan 1 → Nov 9+11.2%

+27.7%1 yearTotal return+13.5%

+21.0%3 years · per year$10,000 became $17,698 · $18,118+21.9%

+9.2%5 years · per year$10,000 became $15,539 · $17,493+11.8%

0.23%Expense ratio$23 · $9 a year on $10k · lower is better0.09%

1.28%Trailing 12-mo yield$128 · $101 a year on $10k1.01%

−7.5%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.7%

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

5–3IWS wins

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

More Ways to See the Pairs

IWS vs SPY: Top 5 Holdings

Today

IWS

3.6%in top 5

SPY

in top 527.8%

IWSStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.9%MRNAnot top 5

0.9%PSXnot top 5

0.6%ALLnot top 5

0.6%DLRnot top 5

0.6%HPEnot top 5

Held in common12.1%

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

IWS vs SPY Returns, Every Period

iSharesIWS

+9.2%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

IWSSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: IWS vs IVV

YTD

iSharesIWS

+23.5%

IVViShares

+11.3%

+23.5%Year to date+11.3%

−7.5%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.8%

1.3%Yield1.1%

$14.7BAssets$875B

4–0IWS wins

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

Cost, Income and Risk

Fees: IWS, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

IWS0.23%$23

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

Yields: IWS, SPY, IVV

1.28%highest, IWS

FundTrailing yieldYield$10k

IWS1.28%$128

IVV1.11%$111

SPY1.01%$101

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

IWS$128 − $23 = $105

SPY$101 − $9 = $92

KeptFee

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

Overlap: IWS, SPY, IVV

Today

99.9%most shared, SPY and IVV

IWSSPYIVV

IWS—12.1%12.1%

SPY12.1%—99.9%

IVV12.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+27.7%IWS, at 13.5% volatility

IWSWorst drop−7.5%13.5% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

IWSIVV

+23.5%Year to date+11.3%

1.3%Yield1.1%

+27.7%Past year+13.6%

0.23%Fee0.03%

3–1IWS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026