Compare · 2 funds side by side · dividends reinvested

BLUX and IVV

BLUXBluemonte×IVViShares×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,265IVV · best of the two

Story of the two · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the two · RiskSmallest drop

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%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.3

Bluemonte Dynamic Total Market ETFUS Stock Styles · Large cap0.30%1.00%+13.0%+14.1%[…][…]−9.0%14.7%$631M1.7

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

End-of-day Nov 13, 2026 · returns include dividends · since: BLUX 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,265

IVV

BLUX

Bluemonte Dynamic Total Market ETF · $631M[…]

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

IVVMeasureBLUX

+11.5%

More Ways to See the Pairs

IVV vs BLUX: Top 5 Holdings

Today

IVV

26.8%in top 5

BLUX

in top 599.8%

IVVStockBLUX

not top 5SPYM49.0%

not top 5VTWO30.0%

not top 5ISCV15.7%

7.9%AAPLnot top 5

6.4%NVDAnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: BLUX, IVV

1Y

1.11%highest, IVV

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 13

+13.0%

+11.6%1 yearTotal return+14.1%

+21.5%3 years · per year$10,000 became $17,931 · […][…]

+11.5%5 years · per year$10,000 became $17,265 · […][…]

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.11%Trailing 12-mo yield$111 · $100 a year on $10k1.00%

−8.9%Worst dropSmaller is better−9.0%

13.8%VolatilityLower is calmer14.7%

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

4–2IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.9%MSFTnot top 5

not top 5SCHA5.2%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

IVV vs BLUX Returns, Every Period

1Y

iSharesIVV

+11.6%

past year

BLUXBluemonte

+14.1%

past year

IVVBLUXFaded: behind in that period

0–2BLUX wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs BLUX

YTD

iSharesIVV

+11.5%

BLUXBluemonte

+13.0%

+11.5%Year to date+13.0%

−8.9%Worst drop · 1Y−9.0%

13.8%Volatility · 1Y14.7%

1.1%Yield1.0%

$875BAssets$631M

3–1IVV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

IVV1.11%$111

BLUX1.00%$100

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

BLUX$100 − $30 = $70

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.1%BLUX, at 14.7% volatility

IVVWorst drop−8.9%13.8% vol

BLUXWorst drop−9.0%14.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IVVBLUX

+11.5%Year to date+13.0%

1.1%Yield1.0%

+11.6%Past year+14.1%

0.03%Fee0.30%

2–2level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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BLUX and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two