Compare · 3 funds side by side · dividends reinvested

BFOR, IVV and VTI

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

02 / 04

BFOR, IVV and VTI, 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%$887B1.4

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+13.4%+13.5%+24.0%+11.5%−8.9%13.1%$689B2.0

ALPS ETF Trust - Barron's 400 ETFUnsorted0.65%0.52%+14.9%+19.0%+22.0%+10.1%−9.0%13.9%$244M2.5

Rank among the three1st → 3rdFee, 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: BFOR 2013 · IVV 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

ALPS ETF Trust - Barron's 400 ETF · $244M$15,209

BFOR

IVV

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

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

BFORMeasureIVV

+14.9%Year to dateJan 1 → Nov 5+13.4%

+19.0%1 yearTotal return+13.5%

+22.0%3 years · per year$10,000 became $18,137 · $19,178+24.2%

+10.1%5 years · per year$10,000 became $16,188 · $18,118+12.6%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

0.52%Trailing 12-mo yield$52 · $109 a year on $10k1.09%

−9.0%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer12.9%

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

2–6IVV wins

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

More Ways to See the Pairs

BFOR vs IVV: Top 5 Holdings

Today

BFOR

1.9%in top 5

IVV

in top 527.7%

BFORStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.4%CDNAnot top 5

0.4%CRCTnot top 5

0.4%FIGSnot top 5

0.4%PTCnot top 5

0.4%CROXnot top 5

Held in common17.3%

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

BFOR vs IVV Returns, Every Period

ALPSBFOR

+10.1%

5 years, per year

IVViShares

+12.6%

5 years, per year

BFORIVVFaded: behind in that period

2–2Level

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

Unsorted vs Core: BFOR vs IVV

YTD

ALPSBFOR

+14.9%

IVViShares

+13.4%

+14.9%Year to date+13.4%

−9.0%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y12.9%

0.5%Yield1.1%

$244MAssets$887B

3–1IVV wins

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

Cost, Income and Risk

Fees: BFOR, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

BFOR0.65%$65

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

Yields: BFOR, IVV, VTI

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

VTI1.05%$105

BFOR0.52%$52

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VTI$105 − $3 = $102

BFOR$52 − $65 = −$13

KeptFee

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

Overlap: BFOR, IVV, VTI

Today

86.5%most shared, IVV and VTI

BFORIVVVTI

BFOR—17.3%17.9%

IVV17.3%—86.5%

VTI17.9%86.5%—

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

Return vs Bumpiness: 3 ETFs

+19.0%BFOR, at 13.9% volatility

IVVWorst drop−8.9%12.9% vol

VTIWorst drop−8.9%13.1% vol

BFORWorst drop−9.0%13.9% vol

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

Paid More vs Made More

YTD

IVVBFOR

+13.4%Year to date+14.9%

1.1%Yield0.5%

+13.5%Past year+19.0%

0.03%Fee0.65%

2–2level

End-of-day Nov 5, 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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026