Compare · 2 funds side by side · dividends reinvested

CBLS and IVV

CBLSChangebridge×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 / 04

CBLS 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

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.90%+0.2%−0.8%+14.4%+1.5%−19.6%19.5%$48M2.0

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: CBLS 2020 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

CBLS

Clough Hedged Equity ETF · $48M$10,753

$10,000 five years ago, dividends reinvested · they hold 11.1% in common

IVVMeasureCBLS

+8.4%Year to dateJan 1 → Nov 5+0.2%

+9.7%1 yearTotal return−0.8%

+22.1%3 years · per year$10,000 became $18,221 · $14,970+14.4%

+11.4%5 years · per year$10,000 became $17,151 · $10,753+1.5%

0.03%Expense ratio$3 · $189 a year on $10k · lower is better1.89%

1.14%Trailing 12-mo yield$114 · $90 a year on $10k0.90%

−8.9%Worst dropSmaller is better−19.6%

13.6%VolatilityLower is calmer19.5%

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

8–0IVV wins

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

More Ways to See the Pairs

IVV vs CBLS: Top 5 Holdings

Today

IVV

27.7%in top 5

CBLS

in top 512.6%

IVVStockCBLS

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

not top 5SN2.8%

not top 5ROL2.7%

2.6%GOOGLnot top 5

not top 5UNH2.4%

not top 5CMG2.4%

not top 5SCI2.3%

Held in common11.1%

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

IVV vs CBLS Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

CBLSChangebridge

+1.5%

5 years, per year

IVVCBLSFaded: behind in that period

4–0IVV wins

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

Core vs Defined Outcome: IVV vs CBLS

YTD

iSharesIVV

+8.4%

CBLSChangebridge

+0.2%

+8.4%Year to date+0.2%

−8.9%Worst drop · 1Y−19.6%

13.6%Volatility · 1Y19.5%

1.1%Yield0.9%

$887BAssets$48.4M

4–0IVV wins

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

Cost, Income and Risk

Fees: CBLS, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CBLS1.89%$189

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

Yields: CBLS, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

CBLS0.90%$90

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

CBLS$90 − $189 = −$99

KeptFee

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

Overlap: CBLS, IVV

Today

11.1%most shared, CBLS and IVV

CBLSIVV

CBLS—11.1%

IVV11.1%—

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

CBLSWorst drop−19.6%19.5% vol

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

Paid More vs Made More

YTD

IVVCBLS

+8.4%Year to date+0.2%

1.1%Yield0.9%

+9.7%Past year−0.8%

0.03%Fee1.89%

4–0IVV wins

End-of-day Nov 5, 2026

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