Compare · 2 funds side by side · dividends reinvested

APRZ and IVV

APRZTrueShares×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

APRZ 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%$850B1.4

TrueShares Structured Outcome (April) ETFDefined Outcome · Hedged equity0.79%3.20%+4.7%+5.1%+15.3%+9.2%−8.8%11.7%$33M1.6

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: APRZ 2021 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (April) ETF · $33M$15,552

APRZ

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested

APRZMeasureIVV

+4.7%Year to dateJan 1 → Nov 6+8.7%

+5.1%1 yearTotal return+9.8%

+15.3%3 years · per year$10,000 became $15,309 · $18,084+21.8%

+9.2%5 years · per year$10,000 became $15,552 · $17,177+11.4%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

3.20%Trailing 12-mo yield$320 · $114 a year on $10k1.14%

−8.8%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

APRZ vs IVV: Top 5 Holdings

Today

APRZ

[…]in top 5

IVV

in top 527.8%

APRZStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

APRZ vs IVV Returns, Every Period

TrueSharesAPRZ

+9.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

APRZIVVFaded: behind in that period

0–4IVV wins

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

Defined Outcome vs Core: APRZ vs IVV

YTD

TrueSharesAPRZ

+4.7%

IVViShares

+8.7%

+4.7%Year to date+8.7%

−8.8%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y13.6%

3.2%Yield1.1%

$33.2MAssets$850B

3–1APRZ wins

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

Cost, Income and Risk

Fees: APRZ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

APRZ0.79%$79

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

Yields: APRZ, IVV

3.20%highest, APRZ

FundTrailing yieldYield$10k

APRZ3.20%$320

IVV1.14%$114

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

Income After Fees on $10,000

$241most kept, APRZ

APRZ$320 − $79 = $241

IVV$114 − $3 = $111

KeptFee

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

Overlap: APRZ, IVV

Today

[…]holdings […]

APRZIVV

APRZ—[…]

IVV[…]—

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

APRZWorst drop−8.8%11.7% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

APRZIVV

+4.7%Year to date+8.7%

3.2%Yield1.1%

+5.1%Past year+9.8%

0.79%Fee0.03%

3–1IVV 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$850B

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