IWV vs SPY

AIWV

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · IWV $16,620

Lowest cost0.09%SPY · $9 on $10k

Most income1.00%SPY · $100 on $10k

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

Held in common88.8%IWV and SPY

iShares Russell 3000 ETF · $20.3BState Street SPDR S&P 500 ETF · $792B

+21.5%3 years · per year$17,939 · $18,083+21.8%

+10.7%5 years · per year$16,620 · $17,481+11.8%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

0.88%12-mo yield$88 · $100 on $10k1.00%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	AIWV	iShares Russell 3000 ETFRead Desk		0.20%	0.88%	+1.2%	+12.3%	+12.8%	+21.5%	+10.7%	−8.9%	$20.3B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	AIWV	iShares Russell 3000 ETFRead Desk		0.20%	0.88%	+1.2%	+12.3%	+12.8%	+21.5%	+10.7%	−8.9%	$20.3B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWV

iShares Russell 3000

$16,620

SPY

SPDR S&P 500

$17,481

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