Compare · 2 funds side by side · dividends reinvested

BBLS and IVV

BBLSHarbor×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 / 03

BBLS 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%$887B1.0

Munificent Seven ETFUnsorted0.32%0.00%[…][…][…][…][…][…]$8M2.0

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: BBLS 2026 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Munificent Seven ETF · $8M[…]

BBLS

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

BBLSMeasureIVV

[…]Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.32%Expense ratio$32 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $114 a year on $10k1.14%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–2IVV wins

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

More Ways to See the Pairs

BBLS vs IVV: Top 5 Holdings

Today

BBLS

94.6%in top 5

IVV

in top 527.7%

BBLSStockIVV

59.0%HBILnot top 5

10.9%CVXnot top 5

10.7%XOMnot top 5

not top 5AAPL7.7%

7.5%SHELnot top 5

not top 5NVDA7.3%

6.5%TTEnot top 5

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common1.9%

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

BBLS vs IVV Returns, Every Period

HarborBBLS

[…]

past year

IVViShares

+9.7%

past year

Returns […]

BBLSIVVFaded: behind in that period

0–0Level

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

Unsorted vs Core: BBLS vs IVV

YTD

HarborBBLS

[…]

IVViShares

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.0%Yield1.1%

$8.3MAssets$887B

1–0IVV wins

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

Cost, Income and Risk

Fees: BBLS, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BBLS0.32%$32

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

Yields: BBLS, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

BBLS0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

BBLS$0 − $32 = −$32

KeptFee

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

Overlap: BBLS, IVV

Today

1.9%most shared, BBLS and IVV

BBLSIVV

BBLS—1.9%

IVV1.9%—

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

IVVWorst drop−8.9%13.6% vol

BBLSWorst drop[…][…]

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

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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026