IVV vs SPY

AIVV

BSPY

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income3.36%IEFA · $336 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common99.9%IVV and SPY

IVV

SPY

iShares Core S&P 500 ETF · $853BState Street SPDR S&P 500 ETF · $778B

+22.0%3 years · per year$18,159 · $18,118+21.9%

+11.9%5 years · per year$17,545 · $17,493+11.8%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

1.11%12-mo yield$111 · $101 on $10k1.01%

−8.9%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.7%

4–1IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SPY

7.9%AAPL7.9%

7.1%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

Held in common99.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
4	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
4	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SPY

IVV

iShares Core S&P 500

$17,545

SPY

SPDR S&P 500

$17,493

MeasureIVVSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield1.11%1.01%

5 years, per year+11.9%+11.8%

3 years, per year+22.0%+21.9%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.8%13.7%

4–1measures won
IVV first

99.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, WCMI, IEFA, SPY

Today

99.9%most shared, IVV and SPY

IVVWCMIIEFASPY

IVV—0.2%0.0%99.9%

WCMI0.2%—4.0%0.2%

IEFA0.0%4.0%—0.0%

SPY99.9%0.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

IVV$111 − $3 = $108

SPY$101 − $9 = $92

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee