Compare · 2 funds side by side · dividends reinvested

CDX and IVV

CDXSimplify×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

CDX 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%$850B1.4

Simplify High Yield ETFBonds & Cash · High yield0.50%8.33%−4.6%−5.1%+5.7%[…]−5.9%6.3%$302M1.6

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: CDX 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

CDX

Simplify High Yield ETF · $302M[…]

$10,000 five years ago, dividends reinvested · they hold 12.3% in common

IVVMeasureCDX

+8.7%Year to dateJan 1 → Nov 6−4.6%

+9.8%1 yearTotal return−5.1%

+21.8%3 years · per year$10,000 became $18,084 · $11,808+5.7%

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

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

1.14%Trailing 12-mo yield$114 · $833 a year on $10k8.33%

−8.9%Worst dropSmaller is better−5.9%

13.6%VolatilityLower is calmer6.3%

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

4–3IVV wins

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

More Ways to See the Pairs

IVV vs CDX: Top 5 Holdings

Today

IVV

27.8%in top 5

CDX

in top 575.0%

IVVStockCDX

not top 5SBIL73.7%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5ACN0.4%

not top 5GEHC0.3%

not top 5NXT0.3%

not top 5TYL0.3%

Held in common12.3%

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

IVV vs CDX Returns, Every Period

iSharesIVV

+9.8%

past year

CDXSimplify

−5.1%

past year

IVVCDXFaded: behind in that period

3–0IVV wins

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

Core vs Bonds: IVV vs CDX

YTD

iSharesIVV

+8.7%

CDXSimplify

−4.6%

+8.7%Year to date−4.6%

−8.9%Worst drop · 1Y−5.9%

13.6%Volatility · 1Y6.3%

1.1%Yield8.3%

$850BAssets$302M

3–1CDX wins

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

Cost, Income and Risk

Fees: CDX, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CDX0.50%$50

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

Yields: CDX, IVV

8.33%highest, CDX

FundTrailing yieldYield$10k

CDX8.33%$833

IVV1.14%$114

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

Income After Fees on $10,000

$783most kept, CDX

CDX$833 − $50 = $783

IVV$114 − $3 = $111

KeptFee

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

Overlap: CDX, IVV

Today

12.3%most shared, CDX and IVV

CDXIVV

CDX—12.3%

IVV12.3%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

CDXWorst drop−5.9%6.3% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

CDXIVV

−4.6%Year to date+8.7%

8.3%Yield1.1%

−5.1%Past year+9.8%

0.50%Fee0.03%

3–1IVV wins

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%

$182BAssets$819B

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$850B

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