Compare · 3 funds side by side · dividends reinvested

TMV, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,519TMV · best of the three

02 / 04

TMV, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

Direxion Daily 20+ Year Treasury Bear 3X ETFLeveraged · 3x0.97%2.27%+16.0%+23.0%−1.1%+27.4%−17.1%28.3%$185M2.0

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%$778B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: TMV 2009 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily 20+ Year Treasury Bear 3X ETF · $185M$33,519

TMV

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested

TMVMeasureSPY

+16.0%Year to dateJan 1 → Nov 6+8.7%

+23.0%1 yearTotal return+9.7%

−1.1%3 years · per year$10,000 became $9,677 · $18,039+21.7%

+27.4%5 years · per year$10,000 became $33,519 · $17,118+11.3%

0.97%Expense ratio$97 · $9 a year on $10k · lower is better0.09%

2.27%Trailing 12-mo yield$227 · $103 a year on $10k1.03%

−17.1%Worst dropSmaller is better−8.9%

28.3%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

TMV vs SPY: Top 5 Holdings

Today

TMV

[…]in top 5

SPY

in top 527.8%

TMVStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

TMV vs SPY Returns, Every Period

DirexionTMV

+27.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

TMVSPYFaded: behind in that period

3–1TMV wins

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

Leveraged vs Core: TMV vs IVV

YTD

DirexionTMV

+16.0%

IVViShares

+8.7%

+16.0%Year to date+8.7%

−17.1%Worst drop · 1Y−8.9%

28.3%Volatility · 1Y13.6%

2.3%Yield1.1%

$185MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: TMV, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

TMV0.97%$97

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

Yields: TMV, SPY, IVV

2.27%highest, TMV

FundTrailing yieldYield$10k

TMV2.27%$227

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$130most kept, TMV

TMV$227 − $97 = $130

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: TMV, SPY, IVV

Today

99.9%most shared, SPY and IVV

TMVSPYIVV

TMV—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+23.0%TMV, at 28.3% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

TMVWorst drop−17.1%28.3% vol

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

Paid More vs Made More

YTD

TMVIVV

+16.0%Year to date+8.7%

2.3%Yield1.1%

+23.0%Past year+9.8%

0.97%Fee0.03%

3–1TMV 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%

$178BAssets$778B

2–0SPYM 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$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026