Compare · 3 funds side by side · dividends reinvested

SPY, SVAL and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

SPY, SVAL 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.3%+32.5%+19.7%+8.1%−9.0%15.5%$158M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: SPY 1993 · SVAL 2020 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $158M$14,772

SVAL

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SVALMeasureIVV

+25.3%Year to dateJan 1 → Nov 9+11.3%

+32.5%1 yearTotal return+13.6%

+19.7%3 years · per year$10,000 became $17,153 · $18,159+22.0%

+8.1%5 years · per year$10,000 became $14,772 · $17,545+11.9%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.20%Trailing 12-mo yield$220 · $111 a year on $10k1.11%

−9.0%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.8%

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

3–5IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SVAL vs IVV: Top 5 Holdings

Today

SVAL

4.1%in top 5

IVV

in top 527.8%

SVALStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%OCFCnot top 5

0.8%PGNYnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SVAL vs IVV Returns, Every Period

iSharesSVAL

+8.1%

5 years, per year

IVViShares

+11.9%

5 years, per year

SVALIVVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SVAL vs IVV

YTD

iSharesSVAL

+25.3%

IVViShares

+11.3%

+25.3%Year to date+11.3%

−9.0%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.8%

2.2%Yield1.1%

$158MAssets$853B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, SVAL, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SVAL0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPY, SVAL, IVV

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPY, SVAL, IVV

Today

99.9%most shared, SPY and IVV

SPYSVALIVV

SPY—0.0%99.9%

SVAL0.0%—0.0%

IVV99.9%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+32.5%SVAL, at 15.5% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

SVALWorst drop−9.0%15.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIVV

+25.3%Year to date+11.3%

2.2%Yield1.1%

+32.5%Past year+13.6%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026