Compare · 2 funds side by side · dividends reinvested

SPY and IVE

SPYSPDR×IVEiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

SPY and IVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.48%+16.1%+18.6%+19.7%+12.0%−6.2%9.7%$50.6B1.4

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%$805B1.6

Rank among the two1st → 2ndFee, 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: SPY 1993 · IVE 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$18,060

SPY

IVE

iShares S&P 500 Value ETF · $50.6B$17,659

$10,000 five years ago, dividends reinvested · they hold 60.3% in common

SPYMeasureIVE

+13.3%Year to dateJan 1 → Nov 4+16.1%

+13.4%1 yearTotal return+18.6%

+24.1%3 years · per year$10,000 became $19,132 · $17,148+19.7%

+12.6%5 years · per year$10,000 became $18,060 · $17,659+12.0%

0.09%Expense ratio$9 · $18 a year on $10k · lower is better0.18%

0.99%Trailing 12-mo yield$99 · $148 a year on $10k1.48%

−8.9%Worst dropSmaller is better−6.2%

12.9%VolatilityLower is calmer9.7%

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

3–5IVE wins

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

More Ways to See the Pairs

SPY vs IVE: Top 5 Holdings

Today

SPY

27.3%in top 5

IVE

in top 517.5%

SPYStockIVE

7.4%AAPL8.0%

7.7%NVDAnot top 5

5.9%MSFTnot top 5

3.8%AMZN3.8%

2.5%GOOGLnot top 5

not top 5XOM2.4%

not top 5WMT1.8%

not top 5COST1.5%

Held in common60.3%

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

SPY vs IVE Returns, Every Period

SPDRSPY

+12.6%

5 years, per year

IVEiShares

+12.0%

5 years, per year

SPYIVEFaded: behind in that period

2–2Level

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

SPY vs IVE

YTD

SPDRSPY

+13.3%

IVEiShares

+16.1%

+13.3%Year to date+16.1%

−8.9%Worst drop · 1Y−6.2%

12.9%Volatility · 1Y9.7%

1.0%Yield1.5%

$805BAssets$50.6B

4–0IVE wins

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

Cost, Income and Risk

Fees: SPY, IVE

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IVE0.18%$18

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

Yields: SPY, IVE

1.48%highest, IVE

FundTrailing yieldYield$10k

IVE1.48%$148

SPY0.99%$99

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

Income After Fees on $10,000

$130most kept, IVE

IVE$148 − $18 = $130

SPY$99 − $9 = $90

KeptFee

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

Overlap: SPY, IVE

Today

60.3%most shared, SPY and IVE

SPYIVE

SPY—60.3%

IVE60.3%—

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

Return vs Bumpiness: 2 ETFs

+18.6%IVE, at 9.7% volatility

IVEWorst drop−6.2%9.7% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

IVESPY

+16.1%Year to date+13.3%

1.5%Yield1.0%

+18.6%Past year+13.4%

0.18%Fee0.09%

3–1IVE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026