SPY vs IVE5YSPYSPYAvsBIVEIVEState Street SPDR S&P 500 ETF · $793BiShares S&P 500 Value ETF · $51.9BReturns · dividends in+21.6%3 years · per year$17,968 · $16,231+17.5%+11.6%5 years · per year$17,337 · $17,296+11.6%Cost and income0.09%Expense ratio$9 · $18 on $10k · lower wins0.18%1.00%12-mo yield$100 · $149 on $10k
Overlap: SPY, IVE, IVVToday99.9%most shared, SPY and IVVSPYIVEIVVSPY—61.1%99.9%IVE61.1%—61.1%IVV99.9%61.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$882.8B2ASPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B3BIVEiShares S&P 500 Value ETFReadDesk0.18%1.49%−0.4%+15.3%+16.3%+17.5%+11.6%−6.2%$51.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$882.8B2ASPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B3BIVEiShares S&P 500 Value ETFReadDesk0.18%1.49%−0.4%+15.3%+16.3%+17.5%+11.6%−6.2%$51.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
VOO vs IVVYTDVanguardVOOVA+11.9%vsBiSIVViShares+12.0%Jan 1Nov 12+11.9%+12.0%+11.9%Year to date+12.0%1.1%Yield1.1%$1.00TAssets$883B1–0IVV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: SPY, IVE, IVVToday99.9%most shared, SPY and IVVSPYIVEIVVSPY—61.1%99.9%IVE61.1%—61.1%IVV99.9%61.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$131most kept, IVEIVE$149 − $18 = $131IVV$110 − $3 = $107SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee