Compare · 3 funds side by side · dividends reinvested

PWB, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,192PWB · best of the three

02 / 04

PWB, 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%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

Invesco Large Cap Growth ETFUS Stock Styles · Growth0.55%0.00%+13.0%+13.4%+27.5%+12.7%−20.4%27.0%$2.3B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: PWB 2005 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Growth ETF · $2.3B$18,192

PWB

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 32.4% in common

PWBMeasureIVV

+13.0%Year to dateJan 1 → Nov 9+11.3%

+13.4%1 yearTotal return+13.6%

+27.5%3 years · per year$10,000 became $20,705 · $18,159+22.0%

+12.7%5 years · per year$10,000 became $18,192 · $17,545+11.9%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $111 a year on $10k1.11%

−20.4%Worst dropSmaller is better−8.9%

27.0%VolatilityLower is calmer13.8%

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

3–5IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PWB vs IVV: Top 5 Holdings

Today

PWB

20.9%in top 5

IVV

in top 527.8%

PWBStockIVV

4.2%AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.2%Vnot top 5

4.2%LLYnot top 5

4.2%COSTnot top 5

4.1%MAnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common32.4%

End-of-day Nov 9, 2026 · share of each fund

PWB vs IVV Returns, Every Period

InvescoPWB

+12.7%

5 years, per year

IVViShares

+11.9%

5 years, per year

PWBIVVFaded: behind in that period

3–1PWB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: PWB vs IVV

YTD

InvescoPWB

+13.0%

IVViShares

+11.3%

+13.0%Year to date+11.3%

−20.4%Worst drop · 1Y−8.9%

27.0%Volatility · 1Y13.8%

0.0%Yield1.1%

$2.3BAssets$875B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWB, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

PWB0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PWB, IVV, SPY

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

PWB0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

PWB$0 − $55 = −$55

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PWB, IVV, SPY

Today

99.9%most shared, IVV and SPY

PWBIVVSPY

PWB—32.4%32.4%

IVV32.4%—99.9%

SPY32.4%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

PWBWorst drop−20.4%27.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVPWB

+11.3%Year to date+13.0%

1.1%Yield0.0%

+13.6%Past year+13.4%

0.03%Fee0.55%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026