Compare · 2 funds side by side · dividends reinvested

XVV and SPY

XVViShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

XVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.3

iShares ESG Select Screened S&P 500 ETFLow-Cost Core · S&P 5000.08%0.93%+12.0%+12.0%+24.2%+12.2%−10.6%13.6%$884M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: XVV 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Select Screened S&P 500 ETF · $884M$17,771

XVV

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 83.1% in common

XVVMeasureSPY

+12.0%Year to dateJan 1 → Nov 4+13.3%

+12.0%1 yearTotal return+13.4%

+24.2%3 years · per year$10,000 became $19,147 · $19,132+24.1%

+12.2%5 years · per year$10,000 became $17,771 · $18,060+12.6%

0.08%Expense ratio$8 · $9 a year on $10k · lower is better0.09%

0.93%Trailing 12-mo yield$93 · $99 a year on $10k0.99%

−10.6%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.9%

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

2–6SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XVV vs SPY: Top 5 Holdings

Today

XVV

31.2%in top 5

SPY

in top 527.3%

XVVStockSPY

9.2%NVDA7.7%

8.9%AAPL7.4%

7.1%MSFT5.9%

not top 5AMZN3.8%

3.0%GOOGL2.5%

2.9%AVGOnot top 5

Held in common83.1%

End-of-day Nov 4, 2026 · share of each fund

XVV vs SPY Returns, Every Period

iSharesXVV

+12.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

XVVSPYFaded: behind in that period

1–3SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

XVV vs SPY

YTD

iSharesXVV

+12.0%

SPYSPDR

+13.3%

+12.0%Year to date+13.3%

−10.6%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.9%

0.9%Yield1.0%

$884MAssets$798B

4–0SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XVV, SPY

Today

0.08%lowest, XVV

FundExpense ratioFee$10k

XVV0.08%$8

SPY0.09%$9

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XVV, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

XVV0.93%$93

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

XVV$93 − $8 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XVV, SPY

Today

83.1%most shared, XVV and SPY

XVVSPY

XVV—83.1%

SPY83.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

XVVWorst drop−10.6%13.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYXVV

+13.3%Year to date+12.0%

1.0%Yield0.9%

+13.4%Past year+12.0%

0.09%Fee0.08%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026