Compare · 3 funds side by side · dividends reinvested

PWER, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

PWER, 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%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

Nomura Energy Transition ETFSectors · Energy0.79%1.14%+24.2%+31.9%[…][…]−13.7%22.1%$12M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: PWER 2023 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Energy Transition ETF · $12M[…]

PWER

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

PWERMeasureIVV

+24.2%Year to dateJan 1 → Nov 4+13.4%

+31.9%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

1.14%Trailing 12-mo yield$114 · $109 a year on $10k1.09%

−13.7%Worst dropSmaller is better−8.9%

22.1%VolatilityLower is calmer12.9%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PWER vs IVV: Top 5 Holdings

Today

PWER

20.3%in top 5

IVV

in top 527.3%

PWERStockIVV

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

4.6%EOGnot top 5

4.1%CEGnot top 5

4.0%XELnot top 5

4.0%LNTnot top 5

not top 5AMZN3.8%

3.6%AEPnot top 5

not top 5GOOGL2.5%

Held in common2.1%

End-of-day Nov 4, 2026 · share of each fund

PWER vs IVV Returns, Every Period

NomuraPWER

+31.9%

past year

IVViShares

+13.5%

past year

PWERIVVFaded: behind in that period

2–0PWER wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Core: PWER vs IVV

YTD

NomuraPWER

+24.2%

IVViShares

+13.4%

+24.2%Year to date+13.4%

−13.7%Worst drop · 1Y−8.9%

22.1%Volatility · 1Y12.9%

1.1%Yield1.1%

$12.2MAssets$887B

2–1IVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWER, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

PWER0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PWER, IVV, SPY

1.14%highest, PWER

FundTrailing yieldYield$10k

PWER1.14%$114

IVV1.09%$109

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPY$99 − $9 = $90

PWER$114 − $79 = $35

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PWER, IVV, SPY

Today

99.9%most shared, IVV and SPY

PWERIVVSPY

PWER—2.1%2.1%

IVV2.1%—99.9%

SPY2.1%99.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.9%PWER, at 22.1% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

PWERWorst drop−13.7%22.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PWERIVV

+24.2%Year to date+13.4%

1.1%Yield1.1%

+31.9%Past year+13.5%

0.79%Fee0.03%

2–1PWER wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026