Compare · 3 funds side by side · dividends reinvested

BSEP, VOO and IVV

BSEPInnovator×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

BSEP, VOO 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.0

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+8.9%+10.9%+16.5%+10.4%−5.7%8.5%$448M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BSEP 2019 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Buffer ETF · $448M$16,379

BSEP

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 91.4% in common

BSEPMeasureVOO

+8.9%Year to dateJan 1 → Nov 9+11.3%

+10.9%1 yearTotal return+13.6%

+16.5%3 years · per year$10,000 became $15,828 · $18,159+22.0%

+10.4%5 years · per year$10,000 became $16,379 · $17,543+11.9%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $107 a year on $10k1.07%

−5.7%Worst dropSmaller is better−8.9%

8.5%VolatilityLower is calmer13.7%

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

2–6VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSEP vs VOO: Top 5 Holdings

Today

BSEP

27.0%in top 5

VOO

in top 528.3%

BSEPStockVOO

6.9%NVDA8.4%

7.6%AAPL7.4%

6.0%MSFT5.8%

3.9%AMZN3.7%

2.6%GOOGL3.1%

Held in common91.4%

End-of-day Nov 9, 2026 · share of each fund

BSEP vs VOO Returns, Every Period

InnovatorBSEP

+10.4%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

BSEPVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: BSEP vs IVV

YTD

InnovatorBSEP

+8.9%

IVViShares

+11.3%

+8.9%Year to date+11.3%

−5.7%Worst drop · 1Y−8.9%

8.5%Volatility · 1Y13.8%

0.0%Yield1.1%

$448MAssets$853B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSEP, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

BSEP0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BSEP, VOO, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.07%$107

BSEP0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

BSEP$0 − $79 = −$79

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BSEP, VOO, IVV

Today

96.7%most shared, BSEP and IVV

BSEPVOOIVV

BSEP—91.4%96.7%

VOO91.4%—92.7%

IVV96.7%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

BSEPWorst drop−5.7%8.5% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+11.3%Year to date+11.3%

1.1%Yield1.1%

+13.6%Past year+13.6%

0.03%Fee0.03%

0–0level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026