Compare · 2 funds side by side · dividends reinvested

BALI and IVV

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

02 / 04

BALI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Large Cap Premium Income Active ETFIncome · Premium income0.35%7.78%+15.4%+16.6%+21.8%[…]−6.7%10.6%$1.5B1.3

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%$872B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: BALI 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Large Cap Premium Income Active ETF · $1.5B[…]

BALI

IVV

iShares Core S&P 500 ETF · $872B$18,118

$10,000 five years ago, dividends reinvested · they hold 59.5% in common

BALIMeasureIVV

+15.4%Year to dateJan 1 → Nov 4+13.4%

+16.6%1 yearTotal return+13.5%

+21.8%3 years · per year$10,000 became $18,068 · $19,178+24.2%

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

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

7.78%Trailing 12-mo yield$778 · $109 a year on $10k1.09%

−6.7%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer12.9%

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

5–2BALI wins

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

More Ways to See the Pairs

BALI vs IVV: Top 5 Holdings

Today

BALI

24.0%in top 5

IVV

in top 527.3%

BALIStockIVV

7.0%NVDA7.7%

6.2%AAPL7.4%

5.5%MSFT5.9%

3.3%AMZN3.8%

not top 5GOOGL2.5%

2.1%AVGOnot top 5

Held in common59.5%

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

BALI vs IVV Returns, Every Period

iSharesBALI

+16.6%

past year

IVViShares

+13.5%

past year

BALIIVVFaded: behind in that period

2–1BALI wins

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

Income vs Core: BALI vs IVV

YTD

iSharesBALI

+15.4%

IVViShares

+13.4%

+15.4%Year to date+13.4%

−6.7%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y12.9%

7.8%Yield1.1%

$1.5BAssets$872B

4–0BALI wins

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

Cost, Income and Risk

Fees: BALI, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BALI0.35%$35

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

Yields: BALI, IVV

7.78%highest, BALI

FundTrailing yieldYield$10k

BALI7.78%$778

IVV1.09%$109

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

Income After Fees on $10,000

$743most kept, BALI

BALI$778 − $35 = $743

IVV$109 − $3 = $106

KeptFee

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

Overlap: BALI, IVV

Today

59.5%most shared, BALI and IVV

BALIIVV

BALI—59.5%

IVV59.5%—

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

Return vs Bumpiness: 2 ETFs

+16.6%BALI, at 10.6% volatility

BALIWorst drop−6.7%10.6% 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

BALIIVV

+15.4%Year to date+13.4%

7.8%Yield1.1%

+16.6%Past year+13.5%

0.35%Fee0.03%

3–1BALI 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%

$185BAssets$798B

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$872B

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026