Compare · 2 funds side by side · dividends reinvested

ACVT and IVV

ACVTAdvent×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,118IVV · 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%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.4

Advent Convertible Bond ETFBonds & Cash · Other bonds0.80%1.55%+4.5%+4.9%[…][…]−4.8%6.2%$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 4, 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 · $887B$18,118

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

ACVTMeasureIVV

+4.5%Year to dateJan 1 → Nov 4+13.4%

+4.9%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

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

1.55%Trailing 12-mo yield$155 · $109 a year on $10k1.09%

−4.8%Worst dropSmaller is better−8.9%

6.2%VolatilityLower is calmer12.9%

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

3–3Level

End-of-day Nov 4, 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

7.1%in top 5

IVV

in top 527.3%

ACVTStockIVV

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.1%WFC-PLnot top 5

not top 5GOOGL2.5%

2.3%GOOGNnot top 5

1.8%METAMnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

ACVT vs IVV Returns, Every Period

AdventACVT

+4.9%

past year

IVViShares

+13.5%

past year

ACVTIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Core: ACVT vs IVV

YTD

AdventACVT

+4.5%

IVViShares

+13.4%

+4.5%Year to date+13.4%

−4.8%Worst drop · 1Y−8.9%

6.2%Volatility · 1Y12.9%

1.6%Yield1.1%

$42.8MAssets$887B

3–1ACVT wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: ACVT, IVV

1.55%highest, ACVT

FundTrailing yieldYield$10k

ACVT1.55%$155

IVV1.09%$109

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

ACVT$155 − $80 = $75

KeptFee

End-of-day Nov 4, 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 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

ACVTWorst drop−4.8%6.2% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ACVTIVV

+4.5%Year to date+13.4%

1.6%Yield1.1%

+4.9%Past year+13.5%

0.80%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026