Compare · 3 funds side by side · dividends reinvested

TWM, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

TWM, IVV and SPY, 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%$850B1.4

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%$819B1.9

ProShares - UltraShort Russell2000Leveraged · 2x1.17%3.73%−20.4%−21.9%−31.4%−14.4%−44.8%37.2%$53M2.8

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: TWM 2007 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraShort Russell2000 · $53M$4,594

TWM

IVV

iShares Core S&P 500 ETF · $850B$17,177

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

TWMMeasureIVV

−20.4%Year to dateJan 1 → Nov 6+8.7%

−21.9%1 yearTotal return+9.8%

−31.4%3 years · per year$10,000 became $3,222 · $18,084+21.8%

−14.4%5 years · per year$10,000 became $4,594 · $17,177+11.4%

1.17%Expense ratio$117 · $3 a year on $10k · lower is better0.03%

3.73%Trailing 12-mo yield$373 · $114 a year on $10k1.14%

−44.8%Worst dropSmaller is better−8.9%

37.2%VolatilityLower is calmer13.6%

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

1–7IVV wins

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

More Ways to See the Pairs

TWM vs IVV: Top 5 Holdings

Today

TWM

105.1%in top 5

IVV

in top 527.8%

TWMStockIVV

105.1%IQMMnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

TWM vs IVV Returns, Every Period

ProSharesTWM

−14.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

TWMIVVFaded: behind in that period

0–4IVV wins

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

Leveraged vs Core: TWM vs IVV

YTD

ProSharesTWM

−20.4%

IVViShares

+8.7%

−20.4%Year to date+8.7%

−44.8%Worst drop · 1Y−8.9%

37.2%Volatility · 1Y13.6%

3.7%Yield1.1%

$53.2MAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: TWM, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

TWM1.17%$117

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

Yields: TWM, IVV, SPY

3.73%highest, TWM

FundTrailing yieldYield$10k

TWM3.73%$373

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$256most kept, TWM

TWM$373 − $117 = $256

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: TWM, IVV, SPY

Today

99.9%most shared, IVV and SPY

TWMIVVSPY

TWM—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

TWMWorst drop−44.8%37.2% vol

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

Paid More vs Made More

YTD

TWMIVV

−20.4%Year to date+8.7%

3.7%Yield1.1%

−21.9%Past year+9.8%

1.17%Fee0.03%

3–1IVV 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

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

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