Compare · 3 funds side by side · dividends reinvested

JDST, IVV and SPY

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

02 / 04

JDST, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$875B1.4

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%$778B1.9

Direxion Daily Junior Gold Miners Index Bear 2X ETFLeveraged · 2x0.92%6.51%−54.0%−74.1%−74.4%−59.0%−79.2%112.1%$31M2.8

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: JDST 2013 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Junior Gold Miners Index Bear 2X ETF · $31M$116

JDST

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested

JDSTMeasureIVV

−54.0%Year to dateJan 1 → Nov 9+11.3%

−74.1%1 yearTotal return+13.6%

−74.4%3 years · per year$10,000 became $169 · $18,159+22.0%

−59.0%5 years · per year$10,000 became $116 · $17,545+11.9%

0.92%Expense ratio$92 · $3 a year on $10k · lower is better0.03%

6.51%Trailing 12-mo yield$651 · $111 a year on $10k1.11%

−79.2%Worst dropSmaller is better−8.9%

112.1%VolatilityLower is calmer13.8%

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

1–7IVV wins

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

More Ways to See the Pairs

JDST vs IVV: Top 5 Holdings

Today

JDST

[…]in top 5

IVV

in top 527.8%

JDSTStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

JDST vs IVV Returns, Every Period

DirexionJDST

−59.0%

5 years, per year

IVViShares

+11.9%

5 years, per year

JDSTIVVFaded: behind in that period

0–4IVV wins

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

Leveraged vs Core: JDST vs IVV

YTD

DirexionJDST

−54.0%

IVViShares

+11.3%

−54.0%Year to date+11.3%

−79.2%Worst drop · 1Y−8.9%

112.1%Volatility · 1Y13.8%

6.5%Yield1.1%

$31.3MAssets$875B

3–1IVV wins

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

Cost, Income and Risk

Fees: JDST, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

JDST0.92%$92

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

Yields: JDST, IVV, SPY

6.51%highest, JDST

FundTrailing yieldYield$10k

JDST6.51%$651

IVV1.11%$111

SPY1.01%$101

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

Income After Fees on $10,000

$559most kept, JDST

JDST$651 − $92 = $559

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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

Overlap: JDST, IVV, SPY

Today

99.9%most shared, IVV and SPY

JDSTIVVSPY

JDST—[…][…]

IVV[…]—99.9%

SPY[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

JDSTWorst drop−79.2%112.1% vol

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

Paid More vs Made More

YTD

JDSTIVV

−54.0%Year to date+11.3%

6.5%Yield1.1%

−74.1%Past year+13.6%

0.92%Fee0.03%

3–1IVV 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