Compare · 2 funds side by side · dividends reinvested

ACVT and IVV

ACVTAdvent×IVViShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$18,159IVV · best of the two

02 / 04

ACVT and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.4

Advent Convertible Bond ETFBonds & Cash · Other bonds0.80%1.56%+4.4%+5.3%[…][…]−4.8%6.4%$43M1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: ACVT 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Advent Convertible Bond ETF · $43M[…]

ACVT

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ACVTMeasureIVV

+4.4%Year to dateJan 1 → Nov 9+11.3%

+5.3%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.80%Expense ratio$80 · $3 a year on $10k · lower is better0.03%

1.56%Trailing 12-mo yield$156 · $111 a year on $10k1.11%

−4.8%Worst dropSmaller is better−8.9%

6.4%VolatilityLower is calmer13.8%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACVT vs IVV: Top 5 Holdings

Today

ACVT

7.2%in top 5

IVV

in top 527.8%

ACVTStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.1%WFC-PLnot top 5

not top 5GOOGL2.6%

2.3%GOOGNnot top 5

1.8%METAMnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

ACVT vs IVV Returns, Every Period

AdventACVT

+5.3%

past year

IVViShares

+13.6%

past year

ACVTIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: ACVT vs IVV

YTD

AdventACVT

+4.4%

IVViShares

+11.3%

+4.4%Year to date+11.3%

−4.8%Worst drop · 1Y−8.9%

6.4%Volatility · 1Y13.8%

1.6%Yield1.1%

$42.5MAssets$853B

3–1ACVT wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACVT, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ACVT0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ACVT, IVV

1.56%highest, ACVT

FundTrailing yieldYield$10k

ACVT1.56%$156

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

ACVT$156 − $80 = $76

KeptFee

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

Overlap: ACVT, IVV

Today

0.0%most shared, ACVT and IVV

ACVTIVV

ACVT—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

ACVTWorst drop−4.8%6.4% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ACVTIVV

+4.4%Year to date+11.3%

1.6%Yield1.1%

+5.3%Past year+13.6%

0.80%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026