Compare · 2 funds side by side · dividends reinvested

SPY and IVW

SPYSPDR×IVWiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

SPY and IVW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.1

iShares S&P 500 Growth ETFLow-Cost Core · S&P 5000.18%0.36%+9.4%+8.2%+27.6%+12.0%−13.4%18.5%$74.4B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SPY 1993 · IVW 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $798B$17,688

SPY

IVW

iShares S&P 500 Growth ETF · $74.4B$17,587

$10,000 five years ago, dividends reinvested · they hold 66.0% in common

SPYMeasureIVW

+11.5%Year to dateJan 1 → Nov 3+9.4%

+11.8%1 yearTotal return+8.2%

+24.0%3 years · per year$10,000 became $19,046 · $20,756+27.6%

+12.1%5 years · per year$10,000 became $17,688 · $17,587+12.0%

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

1.01%Trailing 12-mo yield$101 · $36 a year on $10k0.36%

−8.9%Worst dropSmaller is better−13.4%

12.8%VolatilityLower is calmer18.5%

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

7–1SPY wins

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

More Ways to See the Pairs

SPY vs IVW: Top 5 Holdings

Today

SPY

27.4%in top 5

IVW

in top 541.7%

SPYStockIVW

7.8%NVDA14.2%

5.9%MSFT11.1%

7.7%AAPL7.2%

2.5%GOOGL4.7%

not top 5AVGO4.4%

3.6%AMZNnot top 5

Held in common66.0%

End-of-day Nov 3, 2026 · share of each fund

SPY vs IVW Returns, Every Period

SPDRSPY

+12.1%

5 years, per year

IVWiShares

+12.0%

5 years, per year

SPYIVWFaded: behind in that period

3–1SPY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SPY vs IVW

YTD

SPDRSPY

+11.5%

IVWiShares

+9.4%

+11.5%Year to date+9.4%

−8.9%Worst drop · 1Y−13.4%

12.8%Volatility · 1Y18.5%

1.0%Yield0.4%

$798BAssets$74.4B

4–0SPY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, IVW

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IVW0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPY, IVW

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

IVW0.36%$36

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

IVW$36 − $18 = $18

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPY, IVW

Today

66.0%most shared, SPY and IVW

SPYIVW

SPY—66.0%

IVW66.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%SPY, at 12.8% volatility

SPYWorst drop−8.9%12.8% vol

IVWWorst drop−13.4%18.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYIVW

+11.5%Year to date+9.4%

1.0%Yield0.4%

+11.8%Past year+8.2%

0.09%Fee0.18%

4–0SPY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026