Compare · 3 funds side by side · dividends reinvested

ROE, 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

ROE, 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%$853B1.8

Astoria US Equal Weight Quality Kings ETFUS Stock Styles · Equal weight0.49%0.88%+17.5%+19.0%+23.4%[…]−8.7%15.7%$243M1.9

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%$819B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: ROE 2023 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Astoria US Equal Weight Quality Kings ETF · $243M[…]

ROE

IVV

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

$10,000 five years ago, dividends reinvested · they hold 28.7% in common

ROEMeasureIVV

+17.5%Year to dateJan 1 → Nov 6+8.7%

+19.0%1 yearTotal return+9.8%

+23.4%3 years · per year$10,000 became $18,790 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $114 a year on $10k1.14%

−8.7%Worst dropSmaller is better−8.9%

15.7%VolatilityLower is calmer13.6%

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

4–3ROE wins

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

More Ways to See the Pairs

ROE vs IVV: Top 5 Holdings

Today

ROE

6.9%in top 5

IVV

in top 527.8%

ROEStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.5%PTCnot top 5

1.4%GENnot top 5

1.4%HASnot top 5

1.3%MCKnot top 5

1.3%YUMnot top 5

Held in common28.7%

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

ROE vs IVV Returns, Every Period

AstoriaROE

+19.0%

past year

IVViShares

+9.8%

past year

ROEIVVFaded: behind in that period

3–0ROE wins

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

Stocks vs Core: ROE vs IVV

YTD

AstoriaROE

+17.5%

IVViShares

+8.7%

+17.5%Year to date+8.7%

−8.7%Worst drop · 1Y−8.9%

15.7%Volatility · 1Y13.6%

0.9%Yield1.1%

$243MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: ROE, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

ROE0.49%$49

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

Yields: ROE, IVV, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

ROE0.88%$88

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

ROE$88 − $49 = $39

KeptFee

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

Overlap: ROE, IVV, SPY

Today

99.9%most shared, IVV and SPY

ROEIVVSPY

ROE—28.7%28.7%

IVV28.7%—99.9%

SPY28.7%99.9%—

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

Return vs Bumpiness: 3 ETFs

+19.0%ROE, at 15.7% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

ROEWorst drop−8.7%15.7% vol

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

Paid More vs Made More

YTD

IVVROE

+8.7%Year to date+17.5%

1.1%Yield0.9%

+9.8%Past year+19.0%

0.03%Fee0.49%

2–2level

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