Compare · 3 funds side by side · dividends reinvested

SHE, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

SHE, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR MSCI USA Gender Diversity ETFUS Stock Styles · Large cap0.20%1.15%+16.5%+20.0%+22.4%+8.7%−8.6%15.1%$330M1.8

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%$875B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.4

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: SHE 2016 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR MSCI USA Gender Diversity ETF · $330M$15,176

SHE

IVV

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

$10,000 five years ago, dividends reinvested · they hold 41.9% in common

SHEMeasureIVV

+16.5%Year to dateJan 1 → Nov 9+11.3%

+20.0%1 yearTotal return+13.6%

+22.4%3 years · per year$10,000 became $18,338 · $18,159+22.0%

+8.7%5 years · per year$10,000 became $15,176 · $17,545+11.9%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

1.15%Trailing 12-mo yield$115 · $111 a year on $10k1.11%

−8.6%Worst dropSmaller is better−8.9%

15.1%VolatilityLower is calmer13.8%

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

5–3SHE wins

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

More Ways to See the Pairs

SHE vs IVV: Top 5 Holdings

Today

SHE

21.4%in top 5

IVV

in top 527.8%

SHEStockIVV

not top 5AAPL7.9%

4.1%NVDA7.1%

5.3%MSFT6.2%

4.6%AMDnot top 5

not top 5AMZN4.0%

3.8%NFLXnot top 5

3.5%MUnot top 5

not top 5GOOGL2.6%

Held in common41.9%

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

SHE vs IVV Returns, Every Period

SPDRSHE

+8.7%

5 years, per year

IVViShares

+11.9%

5 years, per year

SHEIVVFaded: behind in that period

3–1SHE wins

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

Stocks vs Core: SHE vs IVV

YTD

SPDRSHE

+16.5%

IVViShares

+11.3%

+16.5%Year to date+11.3%

−8.6%Worst drop · 1Y−8.9%

15.1%Volatility · 1Y13.8%

1.1%Yield1.1%

$330MAssets$875B

2–1SHE wins

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

Cost, Income and Risk

Fees: SHE, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SHE0.20%$20

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

Yields: SHE, IVV, VOO

1.15%highest, SHE

FundTrailing yieldYield$10k

SHE1.15%$115

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SHE$115 − $20 = $95

KeptFee

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

Overlap: SHE, IVV, VOO

Today

92.7%most shared, IVV and VOO

SHEIVVVOO

SHE—41.9%41.4%

IVV41.9%—92.7%

VOO41.4%92.7%—

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

Return vs Bumpiness: 3 ETFs

+20.0%SHE, at 15.1% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

SHEWorst drop−8.6%15.1% vol

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

Paid More vs Made More

YTD

SHEIVV

+16.5%Year to date+11.3%

1.1%Yield1.1%

+20.0%Past year+13.6%

0.20%Fee0.03%

2–1SHE 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026