Compare · 3 funds side by side · dividends reinvested

SPY, STAX and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeSTAX · 3.20% · $320 a year on $10k

Story of the three · RiskSmallest drop

SPY, STAX and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.6

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.4%+1.9%[…][…]−2.7%1.8%$11M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: SPY 1993 · STAX 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 500 ETF · $792B$17,358

SPY

STAX

Nomura Tax-Free USA Short Term ETF · $11M[…]

$10,000 five years ago, dividends reinvested

SPYMeasureSTAX

More Ways to See the Pairs

SPY vs STAX: Top 5 Holdings

Today

SPY

27.3%in top 5

STAX

in top 5[…]

SPYStockSTAX

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: SPY, STAX, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

STAX0.29%$29

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

Yields: SPY, STAX, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+10.8%Year to dateJan 1 → Nov 10+1.4%

+13.0%1 yearTotal return+1.9%

+21.4%3 years · per year$10,000 became $17,888 · […][…]

+11.7%5 years · per year$10,000 became $17,358 · […][…]

0.09%Expense ratio$9 · $29 a year on $10k · lower is better0.29%

1.01%Trailing 12-mo yield$101 · $320 a year on $10k3.20%

−8.9%Worst dropSmaller is better−2.7%

13.8%VolatilityLower is calmer1.8%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

SPY vs STAX Returns, Every Period

1Y

SPDRSPY

+13.0%

past year

STAXNomura

+1.9%

past year

SPYSTAXFaded: behind in that period

2–0SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPY vs STAX

YTD

SPDRSPY

+10.8%

STAXNomura

+1.4%

+10.8%Year to date+1.4%

−8.9%Worst drop · 1Y−2.7%

13.8%Volatility · 1Y1.8%

1.0%Yield3.2%

$792BAssets$11.4M

3–1STAX wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$291most kept, STAX

STAX$320 − $29 = $291

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SPY, STAX, IVV

Today

99.9%most shared, SPY and IVV

SPYSTAXIVV

SPY—[…]99.9%

STAX[…]—[…]

IVV99.9%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%IVV, at 13.8% volatility

STAXWorst drop−2.7%1.8% vol

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

STAXIVV

+1.4%Year to date+10.9%

3.2%Yield1.1%

+1.9%Past year+13.0%

0.29%Fee0.03%

3–1IVV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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SPY, STAX and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three