Compare · 3 funds side by side · dividends reinvested

USCL, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

USCL, 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%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.0

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.7B2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: USCL 2023 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

USCL

iShares Climate Conscious & Transition MSCI USA ETF · $2.7B[…]

$10,000 five years ago, dividends reinvested · they hold 84.6% in common

IVVMeasureUSCL

+11.3%Year to dateJan 1 → Nov 9+7.9%

+13.6%1 yearTotal return+9.7%

+22.0%3 years · per year$10,000 became $18,159 · $17,395+20.3%

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.11%Trailing 12-mo yield$111 · $106 a year on $10k1.06%

−8.9%Worst dropSmaller is better−10.3%

13.8%VolatilityLower is calmer14.0%

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

7–0IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs USCL: Top 5 Holdings

Today

IVV

27.8%in top 5

USCL

in top 533.2%

IVVStockUSCL

7.9%AAPL9.7%

7.1%NVDA8.3%

6.2%MSFT7.2%

4.0%AMZN4.8%

2.6%GOOGL3.2%

Held in common84.6%

End-of-day Nov 9, 2026 · share of each fund

IVV vs USCL Returns, Every Period

iSharesIVV

+13.6%

past year

USCLiShares

+9.7%

past year

IVVUSCLFaded: behind in that period

3–0IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs USCL

YTD

iSharesIVV

+11.3%

USCLiShares

+7.9%

+11.3%Year to date+7.9%

−8.9%Worst drop · 1Y−10.3%

13.8%Volatility · 1Y14.0%

1.1%Yield1.1%

$875BAssets$2.7B

3–0IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCL, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

USCL0.08%$8

SPY0.09%$9

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: USCL, SPY, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

USCL1.06%$106

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

USCL$106 − $8 = $98

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: USCL, SPY, IVV

Today

99.9%most shared, SPY and IVV

USCLSPYIVV

USCL—84.6%84.6%

SPY84.6%—99.9%

IVV84.6%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

USCLWorst drop−10.3%14.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+11.3%Year to date+11.2%

1.1%Yield1.0%

+13.6%Past year+13.5%

0.03%Fee0.09%

4–0IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026