Compare · 3 funds side by side · dividends reinvested

SPY, BALT and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SPY, BALT and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.4

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%$778B2.1

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B2.5

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: SPY 1993 · BALT 2021 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,118

SPY

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,449

$10,000 five years ago, dividends reinvested

SPYMeasureBALT

+8.7%Year to dateJan 1 → Nov 6+3.8%

+9.7%1 yearTotal return+5.5%

+21.7%3 years · per year$10,000 became $18,039 · $12,479+7.7%

+11.3%5 years · per year$10,000 became $17,118 · $13,449+6.1%

0.09%Expense ratio$9 · $69 a year on $10k · lower is better0.69%

1.03%Trailing 12-mo yield$103 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−1.2%

13.6%VolatilityLower is calmer2.6%

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

6–2SPY wins

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

More Ways to See the Pairs

SPY vs BALT: Top 5 Holdings

Today

SPY

27.8%in top 5

BALT

in top 5[…]

SPYStockBALT

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPY vs BALT Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

BALTInnovator

+6.1%

5 years, per year

SPYBALTFaded: behind in that period

4–0SPY wins

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

SPY vs VOO

YTD

SPDRSPY

+8.7%

VOOVanguard

+8.7%

+8.7%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.5%

1.0%Yield1.1%

$778BAssets$1.00T

2–0VOO wins

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

Cost, Income and Risk

Fees: SPY, BALT, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

BALT0.69%$69

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

Yields: SPY, BALT, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SPY1.03%$103

BALT0.00%$0

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

BALT$0 − $69 = −$69

KeptFee

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

Overlap: SPY, BALT, VOO

Today

92.2%most shared, SPY and VOO

SPYBALTVOO

SPY—[…]92.2%

BALT[…]—[…]

VOO92.2%[…]—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

BALTWorst drop−1.2%2.6% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

VOOSPY

+8.7%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.03%Fee0.09%

3–0VOO wins

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%

$178BAssets$778B

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