Compare · 3 funds side by side · dividends reinvested

SHRY, SPY and IVV

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

02 / 04

SHRY, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.54%+16.5%+20.2%+18.4%+9.2%−7.6%13.3%$17M1.8

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%$853B1.9

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%$778B2.4

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: SHRY 2017 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Bloomberg Shareholder Yield ETF · $17M$15,492

SHRY

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 14.9% in common

SHRYMeasureSPY

+16.5%Year to dateJan 1 → Nov 9+11.2%

+20.2%1 yearTotal return+13.5%

+18.4%3 years · per year$10,000 became $16,617 · $18,118+21.9%

+9.2%5 years · per year$10,000 became $15,492 · $17,493+11.8%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

1.54%Trailing 12-mo yield$154 · $101 a year on $10k1.01%

−7.6%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.7%

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

5–3SHRY wins

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

More Ways to See the Pairs

SHRY vs SPY: Top 5 Holdings

Today

SHRY

19.7%in top 5

SPY

in top 527.8%

SHRYStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.2%PYPLnot top 5

4.2%HIGnot top 5

not top 5AMZN4.0%

3.5%PAYXnot top 5

3.4%TMUSnot top 5

3.3%UPSnot top 5

not top 5GOOGL2.6%

Held in common14.9%

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

SHRY vs SPY Returns, Every Period

First TrustSHRY

+9.2%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

SHRYSPYFaded: behind in that period

2–2Level

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

Unsorted vs Core: SHRY vs IVV

YTD

First TrustSHRY

+16.5%

IVViShares

+11.3%

+16.5%Year to date+11.3%

−7.6%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.8%

1.5%Yield1.1%

$16.7MAssets$853B

4–0SHRY wins

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

Cost, Income and Risk

Fees: SHRY, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SHRY0.60%$60

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

Yields: SHRY, SPY, IVV

1.54%highest, SHRY

FundTrailing yieldYield$10k

SHRY1.54%$154

IVV1.11%$111

SPY1.01%$101

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SHRY$154 − $60 = $94

SPY$101 − $9 = $92

KeptFee

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

Overlap: SHRY, SPY, IVV

Today

99.9%most shared, SPY and IVV

SHRYSPYIVV

SHRY—14.9%14.9%

SPY14.9%—99.9%

IVV14.9%99.9%—

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

Return vs Bumpiness: 3 ETFs

+20.2%SHRY, at 13.3% volatility

SHRYWorst drop−7.6%13.3% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

SHRYIVV

+16.5%Year to date+11.3%

1.5%Yield1.1%

+20.2%Past year+13.6%

0.60%Fee0.03%

3–1SHRY 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$853B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026