Compare · 3 funds side by side · dividends reinvested

APRT, VOO and IVV

APRTAllianzIM×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

APRT, VOO 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%$887B1.6

AllianzIM U.S. Equity Buffer10 Apr ETFDefined Outcome · Buffer0.74%0.00%+13.9%+15.7%+16.2%+10.5%−1.6%5.2%$47M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

Rank among the three1st → 3rdFee, 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 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

APRT

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested

APRTMeasureVOO

+13.9%Year to dateJan 1 → Nov 4+13.4%

+15.7%1 yearTotal return+13.5%

+16.2%3 years · per year$10,000 became $15,678 · $19,172+24.2%

+10.5%5 years · per year$10,000 became $16,473 · $18,115+12.6%

0.74%Expense ratio$74 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $105 a year on $10k1.05%

−1.6%Worst dropSmaller is better−8.9%

5.2%VolatilityLower is calmer12.8%

APRTVOO 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

APRT vs VOO: Top 5 Holdings

Today

APRT

[…]in top 5

VOO

in top 528.3%

APRTStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

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

APRT vs VOO Returns, Every Period

AllianzIMAPRT

+10.5%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

APRTVOOFaded: behind in that period

2–2Level

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

Defined Outcome vs Core: APRT vs IVV

YTD

AllianzIMAPRT

+13.9%

IVViShares

+13.4%

+13.9%Year to date+13.4%

−1.6%Worst drop · 1Y−8.9%

5.2%Volatility · 1Y12.9%

0.0%Yield1.1%

$47.4MAssets$887B

3–1APRT wins

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

Cost, Income and Risk

Fees: APRT, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

APRT0.74%$74

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

Yields: APRT, VOO, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

VOO1.05%$105

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

VOO$105 − $3 = $102

APRT$0 − $74 = −$74

KeptFee

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

Overlap: APRT, VOO, IVV

Today

94.5%most shared, VOO and IVV

APRTVOOIVV

APRT—[…][…]

VOO[…]—94.5%

IVV[…]94.5%—

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

Return vs Bumpiness: 3 ETFs

+15.7%APRT, at 5.2% volatility

APRTWorst drop−1.6%5.2% vol

VOOWorst drop−8.9%12.8% 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 Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026