Compare · 3 funds side by side · dividends reinvested

SPY, MUB and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

SPY, MUB and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.7B2.1

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%$805B2.3

Rank among the three1st → 3rdFee, 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 · MUB 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SPY

MUB

iShares National Muni Bond ETF · $54.7B$10,373

$10,000 five years ago, dividends reinvested

SPYMeasureMUB

+13.3%Year to dateJan 1 → Nov 4+0.1%

+13.4%1 yearTotal return+0.7%

+24.1%3 years · per year$10,000 became $19,132 · $11,374+4.4%

+12.6%5 years · per year$10,000 became $18,060 · $10,373+0.7%

0.09%Expense ratio$9 · $5 a year on $10k · lower is better0.05%

0.99%Trailing 12-mo yield$99 · $328 a year on $10k3.28%

−8.9%Worst dropSmaller is better−6.3%

12.9%VolatilityLower is calmer3.7%

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

4–4Level

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 MUB: Top 5 Holdings

Today

SPY

27.3%in top 5

MUB

in top 5[…]

SPYStockMUB

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

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

SPY vs MUB Returns, Every Period

SPDRSPY

+12.6%

5 years, per year

MUBiShares

+0.7%

5 years, per year

SPYMUBFaded: behind in that period

4–0SPY wins

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

Core vs Bonds: SPY vs MUB

YTD

SPDRSPY

+13.3%

MUBiShares

+0.1%

+13.3%Year to date+0.1%

−8.9%Worst drop · 1Y−6.3%

12.9%Volatility · 1Y3.7%

1.0%Yield3.3%

$805BAssets$54.7B

3–1MUB wins

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

Cost, Income and Risk

Fees: SPY, MUB, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MUB0.05%$5

SPY0.09%$9

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

Yields: SPY, MUB, IVV

3.28%highest, MUB

FundTrailing yieldYield$10k

MUB3.28%$328

IVV1.09%$109

SPY0.99%$99

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

Income After Fees on $10,000

$323most kept, MUB

MUB$328 − $5 = $323

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

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

Overlap: SPY, MUB, IVV

Today

99.9%most shared, SPY and IVV

SPYMUBIVV

SPY—[…]99.9%

MUB[…]—[…]

IVV99.9%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

MUBWorst drop−6.3%3.7% vol

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

MUBIVV

+0.1%Year to date+13.4%

3.3%Yield1.1%

+0.7%Past year+13.5%

0.05%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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