Compare · 3 funds side by side · dividends reinvested

IXG, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,027IXG · best of the three

02 / 04

IXG, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Financials ETFSectors · Financials0.38%2.18%+9.2%+15.9%+26.7%+12.5%−11.3%15.1%$709M1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: IXG 2001 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Financials ETF · $709M$18,027

IXG

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 12.8% in common

IXGMeasureSPY

+9.2%Year to dateJan 1 → Nov 6+8.7%

+15.9%1 yearTotal return+9.7%

+26.7%3 years · per year$10,000 became $20,358 · $18,039+21.7%

+12.5%5 years · per year$10,000 became $18,027 · $17,118+11.3%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

2.18%Trailing 12-mo yield$218 · $103 a year on $10k1.03%

−11.3%Worst dropSmaller is better−8.9%

15.1%VolatilityLower is calmer13.6%

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

5–3IXG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IXG vs SPY: Top 5 Holdings

Today

IXG

22.4%in top 5

SPY

in top 527.8%

IXGStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

6.8%BRK-Bnot top 5

not top 5MSFT6.3%

5.7%JPMnot top 5

4.6%Vnot top 5

not top 5AMZN4.0%

3.4%MAnot top 5

not top 5GOOGL2.6%

2.1%BACnot top 5

Held in common12.8%

End-of-day Nov 6, 2026 · share of each fund

IXG vs SPY Returns, Every Period

iSharesIXG

+12.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IXGSPYFaded: behind in that period

4–0IXG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: IXG vs IVV

YTD

iSharesIXG

+9.2%

IVViShares

+8.7%

+9.2%Year to date+8.7%

−11.3%Worst drop · 1Y−8.9%

15.1%Volatility · 1Y13.6%

2.2%Yield1.1%

$709MAssets$850B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXG, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

IXG0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IXG, SPY, IVV

2.18%highest, IXG

FundTrailing yieldYield$10k

IXG2.18%$218

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, IXG

IXG$218 − $38 = $180

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IXG, SPY, IVV

Today

99.9%most shared, SPY and IVV

IXGSPYIVV

IXG—12.8%12.8%

SPY12.8%—99.9%

IVV12.8%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.9%IXG, at 15.1% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

IXGWorst drop−11.3%15.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IXGIVV

+9.2%Year to date+8.7%

2.2%Yield1.1%

+15.9%Past year+9.8%

0.38%Fee0.03%

3–1IXG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026