Compare · 3 funds side by side · dividends reinvested

LFDR, SPY and IVV

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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 incomeLFDR · 5.77% · $577 a year on $10k

Story of the three · RiskSmallest drop

LFDR, 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%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.5

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%$793B2.0

Stone Ridge Trust - LifeX Durable Income ETFIncome · Dividend stocks0.25%5.77%−3.8%−5.0%[…][…]−11.1%8.5%$807K2.3

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: LFDR 2024 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Stone Ridge Trust - LifeX Durable Income ETF · $807K[…]

LFDR

SPY

State Street SPDR S&P 500 ETF · $793B$17,481

$10,000 five years ago, dividends reinvested

LFDRMeasure

More Ways to See the Pairs

LFDR vs SPY: Top 5 Holdings

Today

LFDR

[…]in top 5

SPY

in top 526.9%

LFDRStockSPY

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: LFDR, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

LFDR0.25%$25

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

Yields: LFDR, SPY, IVV

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%

SPY

−3.8%Year to dateJan 1 → Nov 11+12.3%

−5.0%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $17,481+11.8%

0.25%Expense ratio$25 · $9 a year on $10k · lower is better0.09%

5.77%Trailing 12-mo yield$577 · $100 a year on $10k1.00%

−11.1%Worst dropSmaller is better−8.9%

8.5%VolatilityLower is calmer13.7%

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

2–4SPY wins

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

Held in common[…]

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

LFDR vs SPY Returns, Every Period

1Y

Stone RidgeLFDR

−5.0%

past year

SPYSPDR

+12.7%

past year

LFDRSPYFaded: behind in that period

0–2SPY wins

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

Income vs Core: LFDR vs IVV

YTD

Stone RidgeLFDR

−3.8%

IVViShares

+12.3%

−3.8%Year to date+12.3%

−11.1%Worst drop · 1Y−8.9%

8.5%Volatility · 1Y13.7%

5.8%Yield1.1%

$807KAssets$883B

2–2level

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

1Y

5.77%highest, LFDR

FundTrailing yieldYield$10k

LFDR5.77%$577

IVV1.10%$110

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$552most kept, LFDR

LFDR$577 − $25 = $552

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

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

Overlap: LFDR, SPY, IVV

Today

99.9%most shared, SPY and IVV

LFDRSPYIVV

LFDR—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.7%IVV, at 13.7% volatility

LFDRWorst drop−11.1%8.5% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

LFDRIVV

−3.8%Year to date+12.3%

5.8%Yield1.1%

−5.0%Past year+12.7%

0.25%Fee0.03%

3–1IVV 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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LFDR, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three