Compare · 3 funds side by side · dividends reinvested

MFUS, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,262MFUS · best of the three

02 / 04

MFUS, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFUS Stock Styles · Factor0.29%1.46%+14.0%+16.5%+21.6%+11.5%−6.4%11.9%$320M1.5

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%$853B2.0

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%$819B2.5

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: MFUS 2017 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $320M$17,262

MFUS

SPY

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

$10,000 five years ago, dividends reinvested · they hold 45.4% in common

MFUSMeasureSPY

+14.0%Year to dateJan 1 → Nov 6+8.7%

+16.5%1 yearTotal return+9.7%

+21.6%3 years · per year$10,000 became $17,982 · $18,039+21.7%

+11.5%5 years · per year$10,000 became $17,262 · $17,118+11.3%

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

1.46%Trailing 12-mo yield$146 · $103 a year on $10k1.03%

−6.4%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer13.6%

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

6–2MFUS wins

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

More Ways to See the Pairs

MFUS vs SPY: Top 5 Holdings

Today

MFUS

9.3%in top 5

SPY

in top 527.8%

MFUSStockSPY

2.3%AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.9%JNJnot top 5

1.7%XOMnot top 5

1.7%LLYnot top 5

1.6%WMTnot top 5

Held in common45.4%

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

MFUS vs SPY Returns, Every Period

PIMCOMFUS

+11.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

MFUSSPYFaded: behind in that period

3–1MFUS wins

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

Stocks vs Core: MFUS vs IVV

YTD

PIMCOMFUS

+14.0%

IVViShares

+8.7%

+14.0%Year to date+8.7%

−6.4%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y13.6%

1.5%Yield1.1%

$320MAssets$853B

4–0MFUS wins

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

Cost, Income and Risk

Fees: MFUS, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MFUS0.29%$29

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

Yields: MFUS, SPY, IVV

1.46%highest, MFUS

FundTrailing yieldYield$10k

MFUS1.46%$146

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$117most kept, MFUS

MFUS$146 − $29 = $117

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: MFUS, SPY, IVV

Today

99.9%most shared, SPY and IVV

MFUSSPYIVV

MFUS—45.4%45.4%

SPY45.4%—99.9%

IVV45.4%99.9%—

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

Return vs Bumpiness: 3 ETFs

+16.5%MFUS, at 11.9% volatility

MFUSWorst drop−6.4%11.9% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

MFUSIVV

+14.0%Year to date+8.7%

1.5%Yield1.1%

+16.5%Past year+9.8%

0.29%Fee0.03%

3–1MFUS 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$853B

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