Compare · 2 funds side by side · dividends reinvested

BAUG and IVV

BAUGInnovator×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

BAUG 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.3

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+7.8%+9.6%+18.4%+10.6%−5.7%8.3%$261M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: BAUG 2019 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

BAUG

Innovator U.S. Equity Buffer ETF · $261M$16,533

$10,000 five years ago, dividends reinvested

IVVMeasureBAUG

+8.4%Year to dateJan 1 → Nov 5+7.8%

+9.7%1 yearTotal return+9.6%

+22.1%3 years · per year$10,000 became $18,221 · $16,599+18.4%

+11.4%5 years · per year$10,000 became $17,151 · $16,533+10.6%

0.03%Expense ratio$3 · $79 a year on $10k · lower is better0.79%

1.14%Trailing 12-mo yield$114 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−5.7%

13.6%VolatilityLower is calmer8.3%

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

6–2IVV wins

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

More Ways to See the Pairs

IVV vs BAUG: Top 5 Holdings

Today

IVV

27.7%in top 5

BAUG

in top 5[…]

IVVStockBAUG

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IVV vs BAUG Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

BAUGInnovator

+10.6%

5 years, per year

IVVBAUGFaded: behind in that period

4–0IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Defined Outcome: IVV vs BAUG

YTD

iSharesIVV

+8.4%

BAUGInnovator

+7.8%

+8.4%Year to date+7.8%

−8.9%Worst drop · 1Y−5.7%

13.6%Volatility · 1Y8.3%

1.1%Yield0.0%

$850BAssets$261M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAUG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BAUG0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BAUG, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

BAUG0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

BAUG$0 − $79 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BAUG, IVV

Today

[…]holdings […]

BAUGIVV

BAUG—[…]

IVV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

BAUGWorst drop−5.7%8.3% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVBAUG

+8.4%Year to date+7.8%

1.1%Yield0.0%

+9.7%Past year+9.6%

0.03%Fee0.79%

4–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026