Compare · 2 funds side by side · dividends reinvested

APRT and IVV

APRTAllianzIM×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

APRT and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity Buffer10 Apr ETFDefined Outcome · Buffer0.74%0.00%+13.9%+15.7%+16.2%+10.5%−1.6%5.2%$47M1.5

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%$887B1.5

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: APRT 2020 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

APRT

AllianzIM U.S. Equity Buffer10 Apr ETF · $47M$16,473

$10,000 five years ago, dividends reinvested

IVVMeasureAPRT

+13.4%Year to dateJan 1 → Nov 4+13.9%

+13.5%1 yearTotal return+15.7%

+24.2%3 years · per year$10,000 became $19,178 · $15,678+16.2%

+12.6%5 years · per year$10,000 became $18,118 · $16,473+10.5%

0.03%Expense ratio$3 · $74 a year on $10k · lower is better0.74%

1.09%Trailing 12-mo yield$109 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−1.6%

12.9%VolatilityLower is calmer5.2%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs APRT: Top 5 Holdings

Today

IVV

27.3%in top 5

APRT

in top 5[…]

IVVStockAPRT

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

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

IVV vs APRT Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

APRTAllianzIM

+10.5%

5 years, per year

IVVAPRTFaded: behind in that period

2–2Level

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

Core vs Defined Outcome: IVV vs APRT

YTD

iSharesIVV

+13.4%

APRTAllianzIM

+13.9%

+13.4%Year to date+13.9%

−8.9%Worst drop · 1Y−1.6%

12.9%Volatility · 1Y5.2%

1.1%Yield0.0%

$887BAssets$47.4M

3–1APRT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APRT, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

APRT0.74%$74

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

Yields: APRT, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

APRT0.00%$0

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

APRT$0 − $74 = −$74

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: APRT, IVV

Today

[…]holdings […]

APRTIVV

APRT—[…]

IVV[…]—

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

Return vs Bumpiness: 2 ETFs

+15.7%APRT, at 5.2% volatility

APRTWorst drop−1.6%5.2% 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

IVVAPRT

+13.4%Year to date+13.9%

1.1%Yield0.0%

+13.5%Past year+15.7%

0.03%Fee0.74%

2–2level

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