Compare · 3 funds side by side · dividends reinvested

KBWY, IVV and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeKBWY · 8.84% · $884 a year on $10k

Story of the three · RiskSmallest drop

KBWY, 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%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B2.1

Invesco KBW Premium Yield Equity REIT ETFIncome · Premium income0.35%8.84%+16.1%+18.0%+7.0%+0.6%−15.1%17.1%$289M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: KBWY 2010 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco KBW Premium Yield Equity REIT ETF · $289M$10,316

KBWY

IVV

iShares Core S&P 500 ETF · $883B$17,530

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

KBWYMeasure

More Ways to See the Pairs

KBWY vs IVV: Top 5 Holdings

Today

KBWY

25.6%in top 5

IVV

in top 526.9%

KBWYStockIVV

not top 5AAPL7.8%

7.1%IIPRnot top 5

not top 5NVDA6.3%

not top 5MSFT6.1%

5.1%CHCTnot top 5

Cost, Income and Risk

Fees: KBWY, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

KBWY0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: KBWY, IVV, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

IVV

+16.1%Year to dateJan 1 → Nov 11+12.3%

+18.0%1 yearTotal return+12.7%

+7.0%3 years · per year$10,000 became $12,239 · $18,122+21.9%

+0.6%5 years · per year$10,000 became $10,316 · $17,530+11.9%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

8.84%Trailing 12-mo yield$884 · $110 a year on $10k1.10%

−15.1%Worst dropSmaller is better−8.9%

17.1%VolatilityLower is calmer13.7%

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

3–5IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.8%MRPnot top 5

4.3%APLEnot top 5

4.2%AHRTnot top 5

not top 5AMZN4.1%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

KBWY vs IVV Returns, Every Period

5Y

InvescoKBWY

+0.6%

5 years, per year

IVViShares

+11.9%

5 years, per year

KBWYIVVFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Core: KBWY vs IVV

YTD

InvescoKBWY

+16.1%

IVViShares

+12.3%

+16.1%Year to date+12.3%

−15.1%Worst drop · 1Y−8.9%

17.1%Volatility · 1Y13.7%

8.8%Yield1.1%

$289MAssets$883B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

8.84%highest, KBWY

FundTrailing yieldYield$10k

KBWY8.84%$884

IVV1.10%$110

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$849most kept, KBWY

KBWY$884 − $35 = $849

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: KBWY, IVV, SPY

Today

99.9%most shared, IVV and SPY

KBWYIVVSPY

KBWY—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.0%KBWY, at 17.1% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

KBWYWorst drop−15.1%17.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

KBWYIVV

+16.1%Year to date+12.3%

8.8%Yield1.1%

+18.0%Past year+12.7%

0.35%Fee0.03%

3–1KBWY wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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KBWY, IVV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three