Compare · 3 funds side by side · dividends reinvested

SPY, VTV and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

SPY, VTV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPY 1993 · VTV 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,118

SPY

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

SPYMeasureVTV

+8.7%Year to dateJan 1 → Nov 6+18.5%

+9.7%1 yearTotal return+22.9%

+21.7%3 years · per year$10,000 became $18,039 · $17,687+20.9%

+11.3%5 years · per year$10,000 became $17,118 · $17,585+12.0%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

1.03%Trailing 12-mo yield$103 · $187 a year on $10k1.87%

−8.9%Worst dropSmaller is better−6.4%

13.6%VolatilityLower is calmer10.7%

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

1–7VTV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs VTV: Top 5 Holdings

Today

SPY

27.8%in top 5

VTV

in top 515.8%

SPYStockVTV

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5MU4.6%

4.0%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

2.6%GOOGLnot top 5

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common44.0%

End-of-day Nov 6, 2026 · share of each fund

SPY vs VTV Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

SPYVTVFaded: behind in that period

1–3VTV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPY vs VTV

YTD

SPDRSPY

+8.7%

VTVVanguard

+18.5%

+8.7%Year to date+18.5%

−8.9%Worst drop · 1Y−6.4%

13.6%Volatility · 1Y10.7%

1.0%Yield1.9%

$819BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, VTV, IVV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IVV0.03%$3

SPY0.09%$9

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SPY, VTV, IVV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SPY, VTV, IVV

Today

99.9%most shared, SPY and IVV

SPYVTVIVV

SPY—44.0%99.9%

VTV44.0%—44.0%

IVV99.9%44.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIVV

+18.5%Year to date+8.7%

1.9%Yield1.1%

+22.9%Past year+9.8%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026