Compare · 3 funds side by side · dividends reinvested

BALQ, VOO and IVV

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

02 / 04

BALQ, 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%$872B1.4

iShares Nasdaq Premium Income Active ETFIncome · Premium income0.35%9.54%+16.2%[…][…][…][…][…]$43M1.7

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%$1.00T2.0

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: BALQ 2025 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Nasdaq Premium Income Active ETF · $43M[…]

BALQ

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 53.3% in common

BALQMeasureVOO

+16.2%Year to dateJan 1 → Nov 4+13.4%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

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

9.54%Trailing 12-mo yield$954 · $105 a year on $10k1.05%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.8%

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

2–1BALQ wins

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

More Ways to See the Pairs

BALQ vs VOO: Top 5 Holdings

Today

BALQ

33.4%in top 5

VOO

in top 528.3%

BALQStockVOO

8.3%NVDA8.4%

7.8%AAPL7.4%

7.5%MSFT5.8%

5.0%AMZN3.7%

4.7%MUnot top 5

not top 5GOOGL3.1%

Held in common53.3%

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

BALQ vs VOO Returns, Every Period

iSharesBALQ

[…]

past year

VOOVanguard

+13.5%

past year

BALQVOOFaded: behind in that period

1–0BALQ wins

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

Income vs Core: BALQ vs IVV

YTD

iSharesBALQ

+16.2%

IVViShares

+13.4%

+16.2%Year to date+13.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

9.5%Yield1.1%

$42.8MAssets$872B

2–0BALQ wins

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

Cost, Income and Risk

Fees: BALQ, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

BALQ0.35%$35

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

Yields: BALQ, VOO, IVV

9.54%highest, BALQ

FundTrailing yieldYield$10k

BALQ9.54%$954

IVV1.09%$109

VOO1.05%$105

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

Income After Fees on $10,000

$919most kept, BALQ

BALQ$954 − $35 = $919

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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

Overlap: BALQ, VOO, IVV

Today

94.5%most shared, VOO and IVV

BALQVOOIVV

BALQ—53.3%50.9%

VOO53.3%—94.5%

IVV50.9%94.5%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

BALQWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BALQIVV

+16.2%Year to date+13.4%

9.5%Yield1.1%

[…]Past year+13.5%

0.35%Fee0.03%

2–1BALQ wins

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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026