Compare · 3 funds side by side · dividends reinvested

IXC, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,813IXC · best of the three

02 / 04

IXC, 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%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.8

iShares Global Energy ETFSectors · Energy0.37%2.68%+42.0%+45.9%+18.3%+19.6%−15.4%21.7%$3.2B2.0

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%$805B2.3

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: IXC 2001 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $3.2B$23,813

IXC

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

IXCMeasureSPY

+42.0%Year to dateJan 1 → Nov 5+13.3%

+45.9%1 yearTotal return+13.4%

+18.3%3 years · per year$10,000 became $16,552 · $19,132+24.1%

+19.6%5 years · per year$10,000 became $24,504 · $18,060+12.6%

0.37%Expense ratio$37 · $9 a year on $10k · lower is better0.09%

2.68%Trailing 12-mo yield$268 · $99 a year on $10k0.99%

−15.4%Worst dropSmaller is better−8.9%

21.7%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

IXC vs SPY: Top 5 Holdings

Today

IXC

46.3%in top 5

SPY

in top 527.7%

IXCStockSPY

18.2%XOMnot top 5

11.2%CVXnot top 5

7.7%SHEL.Lnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.9%TTE.PAnot top 5

4.3%COPnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common3.5%

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

IXC vs SPY Returns, Every Period

iSharesIXC

+19.6%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

IXCSPYFaded: behind in that period

3–1IXC wins

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

Sector vs Core: IXC vs IVV

YTD

iSharesIXC

+42.0%

IVViShares

+13.4%

+42.0%Year to date+13.4%

−15.4%Worst drop · 1Y−8.9%

21.7%Volatility · 1Y12.9%

2.7%Yield1.1%

$3.2BAssets$887B

2–2level

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

Cost, Income and Risk

Fees: IXC, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

IXC0.37%$37

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

Yields: IXC, SPY, IVV

2.68%highest, IXC

FundTrailing yieldYield$10k

IXC2.68%$268

IVV1.09%$109

SPY0.99%$99

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

Income After Fees on $10,000

$231most kept, IXC

IXC$268 − $37 = $231

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

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

Overlap: IXC, SPY, IVV

Today

99.9%most shared, SPY and IVV

IXCSPYIVV

IXC—3.5%3.5%

SPY3.5%—99.9%

IVV3.5%99.9%—

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

Return vs Bumpiness: 3 ETFs

+45.9%IXC, at 21.7% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

IXCWorst drop−15.4%21.7% vol

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

Paid More vs Made More

YTD

IXCIVV

+42.0%Year to date+13.4%

2.7%Yield1.1%

+45.9%Past year+13.5%

0.37%Fee0.03%

3–1IXC wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026