Compare · 3 funds side by side · dividends reinvested

PSCF, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

PSCF, 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%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.1

Invesco S&P SmallCap Financials ETFSectors · Financials0.29%2.19%+12.8%+18.9%+20.4%+3.7%−11.4%16.3%$31M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: PSCF 2010 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Financials ETF · $31M$12,011

PSCF

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

PSCFMeasureSPY

+12.8%Year to dateJan 1 → Nov 5+8.3%

+18.9%1 yearTotal return+9.7%

+20.4%3 years · per year$10,000 became $17,434 · $18,174+22.0%

+3.7%5 years · per year$10,000 became $12,011 · $17,099+11.3%

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

2.19%Trailing 12-mo yield$219 · $103 a year on $10k1.03%

−11.4%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

PSCF vs SPY: Top 5 Holdings

Today

PSCF

8.8%in top 5

SPY

in top 527.7%

PSCFStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.1%RHPnot top 5

1.9%JXNnot top 5

1.6%TRNOnot top 5

1.6%MACnot top 5

1.6%LNCnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PSCF vs SPY Returns, Every Period

InvescoPSCF

+3.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

PSCFSPYFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Core: PSCF vs IVV

YTD

InvescoPSCF

+12.8%

IVViShares

+8.4%

+12.8%Year to date+8.4%

−11.4%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.6%

2.2%Yield1.1%

$30.6MAssets$850B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCF, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

PSCF0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PSCF, SPY, IVV

2.19%highest, PSCF

FundTrailing yieldYield$10k

PSCF2.19%$219

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$190most kept, PSCF

PSCF$219 − $29 = $190

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PSCF, SPY, IVV

Today

99.9%most shared, SPY and IVV

PSCFSPYIVV

PSCF—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.9%PSCF, at 16.3% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

PSCFWorst drop−11.4%16.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PSCFIVV

+12.8%Year to date+8.4%

2.2%Yield1.1%

+18.9%Past year+9.7%

0.29%Fee0.03%

3–1PSCF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026