Compare · 2 funds side by side · dividends reinvested

BLUX and IVV

BLUXBluemonte×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

BLUX 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.3

Bluemonte Dynamic Total Market ETFUS Stock Styles · Large cap0.30%1.02%+10.7%+12.3%[…][…]−9.0%14.6%$611M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: BLUX 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Dynamic Total Market ETF · $611M[…]

BLUX

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BLUXMeasureIVV

+10.7%Year to dateJan 1 → Nov 6+8.7%

+12.3%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

1.02%Trailing 12-mo yield$102 · $114 a year on $10k1.14%

−9.0%Worst dropSmaller is better−8.9%

14.6%VolatilityLower is calmer13.6%

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

2–4IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BLUX vs IVV: Top 5 Holdings

Today

BLUX

99.8%in top 5

IVV

in top 527.8%

BLUXStockIVV

49.0%SPYMnot top 5

29.8%VTWOnot top 5

15.9%ISCVnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.2%SCHAnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

BLUX vs IVV Returns, Every Period

BluemonteBLUX

+12.3%

past year

IVViShares

+9.8%

past year

BLUXIVVFaded: behind in that period

2–0BLUX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BLUX vs IVV

YTD

BluemonteBLUX

+10.7%

IVViShares

+8.7%

+10.7%Year to date+8.7%

−9.0%Worst drop · 1Y−8.9%

14.6%Volatility · 1Y13.6%

1.0%Yield1.1%

$611MAssets$853B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLUX, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BLUX0.30%$30

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BLUX, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

BLUX1.02%$102

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

BLUX$102 − $30 = $72

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BLUX, IVV

Today

0.0%most shared, BLUX and IVV

BLUXIVV

BLUX—0.0%

IVV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.3%BLUX, at 14.6% volatility

IVVWorst drop−8.9%13.6% vol

BLUXWorst drop−9.0%14.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVBLUX

+8.7%Year to date+10.7%

1.1%Yield1.0%

+9.8%Past year+12.3%

0.03%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026