Compare · 3 funds side by side · dividends reinvested

PFXF, IVV and SPY

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

02 / 04

PFXF, 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%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.5

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%$819B2.0

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+1.3%−11.8%11.4%$2.1B2.5

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: PFXF 2012 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

SPY

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

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

IVVMeasureSPY

+8.7%Year to dateJan 1 → Nov 6+8.7%

+9.8%1 yearTotal return+9.7%

+21.8%3 years · per year$10,000 became $18,084 · $18,039+21.7%

+11.4%5 years · per year$10,000 became $17,177 · $17,118+11.3%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.14%Trailing 12-mo yield$114 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

5–0IVV wins

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

More Ways to See the Pairs

IVV vs SPY: Top 5 Holdings

Today

IVV

27.8%in top 5

SPY

in top 527.8%

IVVStockSPY

7.9%AAPL7.9%

6.9%NVDA6.9%

6.3%MSFT6.3%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.9%

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

IVV vs SPY Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IVVSPYFaded: behind in that period

3–0IVV wins

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

Core vs Sector: IVV vs PFXF

YTD

iSharesIVV

+8.7%

PFXFVanEck

−2.9%

+8.7%Year to date−2.9%

−8.9%Worst drop · 1Y−11.8%

13.6%Volatility · 1Y11.4%

1.1%Yield6.5%

$853BAssets$2.1B

2–2level

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

Cost, Income and Risk

Fees: PFXF, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

PFXF0.40%$40

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

Yields: PFXF, IVV, SPY

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: PFXF, IVV, SPY

Today

99.9%most shared, IVV and SPY

PFXFIVVSPY

PFXF—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

PFXFWorst drop−11.8%11.4% 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

PFXFIVV

−2.9%Year to date+8.7%

6.5%Yield1.1%

−0.7%Past year+9.8%

0.40%Fee0.03%

3–1IVV 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