Compare · 3 funds side by side · dividends reinvested

XES, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,074XES · best of the three

Story of the three · IncomeMost incomeXES · 1.19% · $119 a year on $10k

Story of the three · RiskSmallest drop

XES, 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%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B1.8

State Street SPDR S&P Oil & Gas Equipment & Services ETFSectors · Energy0.35%1.19%+23.7%+25.3%+6.0%+12.6%−29.8%32.8%$266M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: XES 2006 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Oil & Gas Equipment & Services ETF · $266M$18,074

XES

SPY

State Street SPDR S&P 500 ETF · $792B$17,481

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

XESMeasure

More Ways to See the Pairs

XES vs SPY: Top 5 Holdings

Today

XES

20.5%in top 5

SPY

in top 526.9%

XESStockSPY

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

4.2%VALnot top 5

4.1%SEInot top 5

Cost, Income and Risk

Fees: XES, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

XES0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: XES, SPY, IVV

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPY

+23.7%Year to dateJan 1 → Nov 11+12.3%

+25.3%1 yearTotal return+12.7%

+6.0%3 years · per year$10,000 became $11,898 · $18,083+21.8%

+12.6%5 years · per year$10,000 became $18,074 · $17,481+11.8%

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

1.19%Trailing 12-mo yield$119 · $100 a year on $10k1.00%

−29.8%Worst dropSmaller is better−8.9%

32.8%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMZN4.1%

4.1%SDRLnot top 5

4.1%RIGnot top 5

4.1%WFRDnot top 5

not top 5GOOGL2.6%

Held in common0.2%

End-of-day Nov 11, 2026 · share of each fund

XES vs SPY Returns, Every Period

5Y

SPDRXES

+12.6%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

XESSPYFaded: behind in that period

3–1XES wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Core: XES vs IVV

YTD

SPDRXES

+23.7%

IVViShares

+12.3%

+23.7%Year to date+12.3%

−29.8%Worst drop · 1Y−8.9%

32.8%Volatility · 1Y13.7%

1.2%Yield1.1%

$266MAssets$872B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.19%highest, XES

FundTrailing yieldYield$10k

XES1.19%$119

IVV1.10%$110

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPY$100 − $9 = $91

XES$119 − $35 = $84

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: XES, SPY, IVV

Today

99.9%most shared, SPY and IVV

XESSPYIVV

XES—0.2%0.2%

SPY0.2%—99.9%

IVV0.2%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.3%XES, at 32.8% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

XESWorst drop−29.8%32.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

XESIVV

+23.7%Year to date+12.3%

1.2%Yield1.1%

+25.3%Past year+12.7%

0.35%Fee0.03%

3–1XES wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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XES, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three