Compare · 3 funds side by side · dividends reinvested

WISE, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

WISE, 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.9

Themes Generative Artificial Intelligence ETFThematic · AI & semis0.35%5.88%−29.8%−35.6%[…][…]−39.2%36.1%$22M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: WISE 2023 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Themes Generative Artificial Intelligence ETF · $22M[…]

WISE

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 15.5% in common

WISEMeasureSPY

−29.8%Year to dateJan 1 → Nov 5+8.3%

−35.6%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

5.88%Trailing 12-mo yield$588 · $103 a year on $10k1.03%

−39.2%Worst dropSmaller is better−8.9%

36.1%VolatilityLower is calmer13.6%

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

1–5SPY wins

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

More Ways to See the Pairs

WISE vs SPY: Top 5 Holdings

Today

WISE

27.1%in top 5

SPY

in top 527.7%

WISEStockSPY

not top 5AAPL7.7%

5.5%NVDA7.3%

not top 5MSFT6.2%

6.1%IIInot top 5

5.2%CAInot top 5

5.2%AMDnot top 5

5.1%AInot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common15.5%

End-of-day Nov 5, 2026 · share of each fund

WISE vs SPY Returns, Every Period

ThemesWISE

−35.6%

past year

SPYSPDR

+9.7%

past year

WISESPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Core: WISE vs IVV

YTD

ThemesWISE

−29.8%

IVViShares

+8.4%

−29.8%Year to date+8.4%

−39.2%Worst drop · 1Y−8.9%

36.1%Volatility · 1Y13.6%

5.9%Yield1.1%

$21.6MAssets$850B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WISE, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

WISE0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WISE, SPY, IVV

5.88%highest, WISE

FundTrailing yieldYield$10k

WISE5.88%$588

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$553most kept, WISE

WISE$588 − $35 = $553

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WISE, SPY, IVV

Today

99.9%most shared, SPY and IVV

WISESPYIVV

WISE—15.5%15.5%

SPY15.5%—99.9%

IVV15.5%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

WISEWorst drop−39.2%36.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

WISEIVV

−29.8%Year to date+8.4%

5.9%Yield1.1%

−35.6%Past year+9.7%

0.35%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026