Compare · 2 funds side by side · dividends reinvested

SVAL and SPY

SVALiShares×SPYSPDR×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,337SPY · best of the two

Story of the two · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the two · RiskSmallest drop

SVAL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B1.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$162M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SVAL 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $162M$14,574

SVAL

SPY

State Street SPDR S&P 500 ETF · $793B$17,337

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

SVALMeasureSPY

+25.0%

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SVAL vs SPY: Top 5 Holdings

Today

SVAL

4.2%in top 5

SPY

in top 526.8%

SVALStockSPY

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: SVAL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SVAL0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SVAL, SPY

1Y

2.20%highest, SVAL

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+11.9%

+29.4%1 yearTotal return+12.0%

+19.6%3 years · per year$10,000 became $17,116 · $17,968+21.6%

+7.8%5 years · per year$10,000 became $14,574 · $17,337+11.6%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

2.20%Trailing 12-mo yield$220 · $100 a year on $10k1.00%

−9.0%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.7%

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

3–5SPY wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SVAL vs SPY Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

SPYSPDR

+11.6%

5 years, per year

SVALSPYFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SVAL vs SPY

YTD

iSharesSVAL

+25.0%

SPYSPDR

+11.9%

+25.0%Year to date+11.9%

−9.0%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.7%

2.2%Yield1.0%

$162MAssets$793B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

SVAL2.20%$220

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SVAL, SPY

Today

0.0%most shared, SVAL and SPY

SVALSPY

SVAL—0.0%

SPY0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

SPYWorst drop−8.9%13.7% vol

SVALWorst drop−9.0%15.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALSPY

+25.0%Year to date+11.9%

2.2%Yield1.0%

+29.4%Past year+12.0%

0.20%Fee0.09%

3–1SVAL wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SVAL and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two