Compare · 2 funds side by side · dividends reinvested

SPYV and IVV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,747IVV · best of the two

02 / 04

SPYV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 Value ETFLow-Cost Core · S&P 5000.04%1.66%+13.8%+16.1%+19.6%+11.4%−6.2%9.6%$39.2B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.6%+11.9%+24.1%+12.2%−8.9%12.8%$867B1.6

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: SPYV 2000 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 Value ETF · $39.2B$17,168

SPYV

IVV

iShares Core S&P 500 ETF · $867B$17,747

$10,000 five years ago, dividends reinvested · they hold 60.5% in common

SPYVMeasureIVV

+13.8%Year to dateJan 1 → Nov 3+11.6%

+16.1%1 yearTotal return+11.9%

+19.6%3 years · per year$10,000 became $17,094 · $19,093+24.1%

+11.4%5 years · per year$10,000 became $17,168 · $17,747+12.2%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.66%Trailing 12-mo yield$166 · $111 a year on $10k1.11%

−6.2%Worst dropSmaller is better−8.9%

9.6%VolatilityLower is calmer12.8%

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

5–3SPYV wins

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

More Ways to See the Pairs

SPYV vs IVV: Top 5 Holdings

Today

SPYV

17.7%in top 5

IVV

in top 527.3%

SPYVStockIVV

8.3%AAPL7.7%

not top 5NVDA7.6%

not top 5MSFT5.9%

3.7%AMZN3.6%

not top 5GOOGL2.5%

2.5%XOMnot top 5

1.8%WMTnot top 5

1.5%INTCnot top 5

Held in common60.5%

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

SPYV vs IVV Returns, Every Period

SPDRSPYV

+11.4%

5 years, per year

IVViShares

+12.2%

5 years, per year

SPYVIVVFaded: behind in that period

2–2Level

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

SPYV vs IVV

YTD

SPDRSPYV

+13.8%

IVViShares

+11.6%

+13.8%Year to date+11.6%

−6.2%Worst drop · 1Y−8.9%

9.6%Volatility · 1Y12.8%

1.7%Yield1.1%

$39.2BAssets$867B

4–0SPYV wins

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

Cost, Income and Risk

Fees: SPYV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPYV0.04%$4

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

Yields: SPYV, IVV

1.66%highest, SPYV

FundTrailing yieldYield$10k

SPYV1.66%$166

IVV1.11%$111

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

Income After Fees on $10,000

$162most kept, SPYV

SPYV$166 − $4 = $162

IVV$111 − $3 = $108

KeptFee

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

Overlap: SPYV, IVV

Today

60.5%most shared, SPYV and IVV

SPYVIVV

SPYV—60.5%

IVV60.5%—

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

Return vs Bumpiness: 2 ETFs

+16.1%SPYV, at 9.6% volatility

SPYVWorst drop−6.2%9.6% vol

IVVWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

SPYVIVV

+13.8%Year to date+11.6%

1.7%Yield1.1%

+16.1%Past year+11.9%

0.04%Fee0.03%

3–1SPYV 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$814B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.70TAssets$867B

1–0IVV wins

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$128B

2–0SCHD wins

End-of-day Nov 3, 2026