Compare · 2 funds side by side · dividends reinvested

ADPV and IVV

ADPVAdaptiv×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

ADPV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.1

Adaptiv Select ETFUnsorted1.00%0.71%−2.2%+0.2%+23.9%[…]−15.0%23.9%$166M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: ADPV 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Adaptiv Select ETF · $166M[…]

ADPV

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

ADPVMeasureIVV

−2.2%Year to dateJan 1 → Nov 6+8.7%

+0.2%1 yearTotal return+9.8%

+23.9%3 years · per year$10,000 became $19,028 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

1.00%Expense ratio$100 · $3 a year on $10k · lower is better0.03%

0.71%Trailing 12-mo yield$71 · $114 a year on $10k1.14%

−15.0%Worst dropSmaller is better−8.9%

23.9%VolatilityLower is calmer13.6%

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

1–6IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ADPV vs IVV: Top 5 Holdings

Today

ADPV

25.3%in top 5

IVV

in top 527.8%

ADPVStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.6%VTRSnot top 5

5.4%ROIVnot top 5

5.0%HPEnot top 5

4.6%CNCnot top 5

4.6%CBCnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

ADPV vs IVV Returns, Every Period

AdaptivADPV

+0.2%

past year

IVViShares

+9.8%

past year

ADPVIVVFaded: behind in that period

1–2IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: ADPV vs IVV

YTD

AdaptivADPV

−2.2%

IVViShares

+8.7%

−2.2%Year to date+8.7%

−15.0%Worst drop · 1Y−8.9%

23.9%Volatility · 1Y13.6%

0.7%Yield1.1%

$166MAssets$853B

4–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ADPV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ADPV1.00%$100

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ADPV, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

ADPV0.71%$71

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

ADPV$71 − $100 = −$29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ADPV, IVV

Today

0.5%most shared, ADPV and IVV

ADPVIVV

ADPV—0.5%

IVV0.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

ADPVWorst drop−15.0%23.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVADPV

+8.7%Year to date−2.2%

1.1%Yield0.7%

+9.8%Past year+0.2%

0.03%Fee1.00%

4–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026