Compare · 3 funds side by side · dividends reinvested

IXJ, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

IXJ, 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%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

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%$819B2.1

iShares Global Healthcare ETFSectors · Health care0.38%1.28%+17.0%+25.1%+14.0%+6.7%−10.8%16.3%$4.6B2.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Healthcare ETF · $4.6B$13,862

IXJ

SPY

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

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

IXJMeasureSPY

+17.0%Year to dateJan 1 → Nov 6+8.7%

+25.1%1 yearTotal return+9.7%

+14.0%3 years · per year$10,000 became $14,818 · $18,039+21.7%

+6.7%5 years · per year$10,000 became $13,862 · $17,118+11.3%

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

1.28%Trailing 12-mo yield$128 · $103 a year on $10k1.03%

−10.8%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

IXJ vs SPY: Top 5 Holdings

Today

IXJ

31.0%in top 5

SPY

in top 527.8%

IXJStockSPY

11.1%LLYnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.7%JNJnot top 5

not top 5MSFT6.3%

5.2%ABBVnot top 5

4.1%MRKnot top 5

not top 5AMZN4.0%

4.0%UNHnot top 5

not top 5GOOGL2.6%

Held in common10.5%

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

IXJ vs SPY Returns, Every Period

iSharesIXJ

+6.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IXJSPYFaded: behind in that period

2–2Level

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

Sector vs Core: IXJ vs IVV

YTD

iSharesIXJ

+17.0%

IVViShares

+8.7%

+17.0%Year to date+8.7%

−10.8%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.6%

1.3%Yield1.1%

$4.6BAssets$850B

2–2level

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

Cost, Income and Risk

Fees: IXJ, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

IXJ0.38%$38

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

Yields: IXJ, SPY, IVV

1.28%highest, IXJ

FundTrailing yieldYield$10k

IXJ1.28%$128

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

IXJ$128 − $38 = $90

KeptFee

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

Overlap: IXJ, SPY, IVV

Today

99.9%most shared, SPY and IVV

IXJSPYIVV

IXJ—10.5%10.6%

SPY10.5%—99.9%

IVV10.6%99.9%—

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

Return vs Bumpiness: 3 ETFs

+25.1%IXJ, at 16.3% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

IXJWorst drop−10.8%16.3% vol

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

Paid More vs Made More

YTD

IXJIVV

+17.0%Year to date+8.7%

1.3%Yield1.1%

+25.1%Past year+9.8%

0.38%Fee0.03%

3–1IXJ 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