Compare · 3 funds side by side · dividends reinvested

XMLV, IVV and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeXMLV · 2.98% · $298 a year on $10k

Story of the three · RiskSmallest drop

XMLV, 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%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.5

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%$793B2.0

Invesco S&P MidCap Low Volatility ETFUS Stock Styles · Mid cap0.25%2.98%+10.3%+10.1%+13.6%+6.2%−9.2%10.9%$736M2.5

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: XMLV 2013 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P MidCap Low Volatility ETF · $736M$13,506

XMLV

IVV

iShares Core S&P 500 ETF · $883B$17,530

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

XMLVMeasure

More Ways to See the Pairs

XMLV vs IVV: Top 5 Holdings

Today

XMLV

11.6%in top 5

IVV

in top 526.9%

XMLVStockIVV

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

5.2%TXNMnot top 5

not top 5AMZN4.1%

Cost, Income and Risk

Fees: XMLV, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

XMLV0.25%$25

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

Yields: XMLV, IVV, SPY

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$793B

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%

IVV

+10.3%Year to dateJan 1 → Nov 11+12.3%

+10.1%1 yearTotal return+12.7%

+13.6%3 years · per year$10,000 became $14,644 · $18,122+21.9%

+6.2%5 years · per year$10,000 became $13,506 · $17,530+11.9%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

2.98%Trailing 12-mo yield$298 · $110 a year on $10k1.10%

−9.2%Worst dropSmaller is better−8.9%

10.9%VolatilityLower is calmer13.7%

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

2–6IVV wins

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

not top 5GOOGL2.6%

1.7%OGEnot top 5

1.6%IDAnot top 5

1.5%AFGnot top 5

1.5%OGSnot top 5

Held in common0.0%

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

XMLV vs IVV Returns, Every Period

5Y

InvescoXMLV

+6.2%

5 years, per year

IVViShares

+11.9%

5 years, per year

XMLVIVVFaded: behind in that period

0–4IVV wins

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

Stocks vs Core: XMLV vs IVV

YTD

InvescoXMLV

+10.3%

IVViShares

+12.3%

+10.3%Year to date+12.3%

−9.2%Worst drop · 1Y−8.9%

10.9%Volatility · 1Y13.7%

3.0%Yield1.1%

$736MAssets$883B

2–2level

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

1Y

2.98%highest, XMLV

FundTrailing yieldYield$10k

XMLV2.98%$298

IVV1.10%$110

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$273most kept, XMLV

XMLV$298 − $25 = $273

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

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

Overlap: XMLV, IVV, SPY

Today

99.9%most shared, IVV and SPY

XMLVIVVSPY

XMLV—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.7%IVV, at 13.7% volatility

XMLVWorst drop−9.2%10.9% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

XMLVIVV

+10.3%Year to date+12.3%

3.0%Yield1.1%

+10.1%Past year+12.7%

0.25%Fee0.03%

3–1IVV wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

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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XMLV, IVV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three