Compare · 4 funds side by side · dividends reinvested

ACVT, IVV, MUB and VOO

ACVTAdvent×IVViShares×MUBiShares×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

ACVT, IVV, MUB and VOO, 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%$853B1.9

Advent Convertible Bond ETFBonds & Cash · Other bonds0.80%1.56%+4.4%+5.3%[…][…]−4.8%6.4%$43M2.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.5

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.0B2.6

Rank among the four1st → 4thFee, 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 · MUB 2007 · VOO 2010

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

ACVT vs MUB

YTD

AdventACVT

+4.4%

MUBiShares

+0.7%

+4.4%Year to date+0.7%

−4.8%Worst drop · 1Y−6.3%

6.4%Volatility · 1Y3.7%

1.6%Yield3.3%

$42.5MAssets$55.0B

2–2level

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

Cost, Income and Risk

Fees: ACVT, IVV, MUB, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

MUB0.05%$5

ACVT0.80%$80

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

Yields: ACVT, IVV, MUB, VOO

3.26%highest, MUB

FundTrailing yieldYield$10k

MUB3.26%$326

ACVT1.56%$156

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$321most kept, MUB

MUB$326 − $5 = $321

IVV$111 − $3 = $108

VOO$107 − $3 = $104

ACVT$156 − $80 = $76

KeptFee

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

Overlap: ACVT, IVV, MUB, VOO

Today

92.7%most shared, IVV and VOO

ACVTIVVMUBVOO

ACVT—0.0%[…]0.0%

IVV0.0%—[…]92.7%

MUB[…][…]—[…]

VOO0.0%92.7%[…]—

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

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

MUBWorst drop−6.3%3.7% vol

ACVTWorst drop−4.8%6.4% vol

VOOWorst drop−8.9%13.7% 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

MUBIVV

+0.7%Year to date+11.3%

3.3%Yield1.1%

+1.1%Past year+13.6%

0.05%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026