Compare · 3 funds side by side · dividends reinvested

XSW, IVV and VTI

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

02 / 04

XSW, IVV and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.1

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+13.4%+13.5%+24.0%+11.5%−8.9%13.1%$689B1.8

State Street SPDR S&P Software & Services ETFSectors · Technology0.35%0.00%+12.7%+6.4%+21.5%+3.5%−31.4%31.2%$498M3.0

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: XSW 2011 · IVV 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Software & Services ETF · $498M$11,355

XSW

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

XSWMeasureIVV

+12.7%Year to dateJan 1 → Nov 5+13.4%

+6.4%1 yearTotal return+13.5%

+21.5%3 years · per year$10,000 became $17,919 · $19,178+24.2%

+3.5%5 years · per year$10,000 became $11,885 · $18,118+12.6%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $109 a year on $10k1.09%

−31.4%Worst dropSmaller is better−8.9%

31.2%VolatilityLower is calmer12.9%

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

0–8IVV wins

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

More Ways to See the Pairs

XSW vs IVV: Top 5 Holdings

Today

XSW

6.0%in top 5

IVV

in top 527.7%

XSWStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.4%BRZEnot top 5

1.3%GDYNnot top 5

1.1%NTSKnot top 5

1.1%TTANnot top 5

1.1%PTCnot top 5

Held in common4.9%

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

XSW vs IVV Returns, Every Period

SPDRXSW

+3.5%

5 years, per year

IVViShares

+12.6%

5 years, per year

XSWIVVFaded: behind in that period

0–4IVV wins

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

Sector vs Core: XSW vs IVV

YTD

SPDRXSW

+12.7%

IVViShares

+13.4%

+12.7%Year to date+13.4%

−31.4%Worst drop · 1Y−8.9%

31.2%Volatility · 1Y12.9%

0.0%Yield1.1%

$498MAssets$887B

4–0IVV wins

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

Cost, Income and Risk

Fees: XSW, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

XSW0.35%$35

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

Yields: XSW, IVV, VTI

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

VTI1.05%$105

XSW0.00%$0

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VTI$105 − $3 = $102

XSW$0 − $35 = −$35

KeptFee

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

Overlap: XSW, IVV, VTI

Today

86.5%most shared, IVV and VTI

XSWIVVVTI

XSW—4.9%5.3%

IVV4.9%—86.5%

VTI5.3%86.5%—

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

Return vs Bumpiness: 3 ETFs

+13.5%VTI, at 13.1% volatility

IVVWorst drop−8.9%12.9% vol

VTIWorst drop−8.9%13.1% vol

XSWWorst drop−31.4%31.2% vol

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

Paid More vs Made More

YTD

IVVVTI

+13.4%Year to date+13.4%

1.1%Yield1.0%

+13.5%Past year+13.5%

0.03%Fee0.03%

1–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026