Compare · 2 funds side by side · dividends reinvested

CHAT and IVV

CHATRoundhill×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

CHAT 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%$887B1.4

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.57%+10.8%+4.2%+37.5%[…]−37.3%43.9%$1.5B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: CHAT 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

CHAT

Roundhill Generative AI & Technology ETF · $1.5B[…]

$10,000 five years ago, dividends reinvested · they hold 29.0% in common

IVVMeasureCHAT

+8.4%Year to dateJan 1 → Nov 5+10.8%

+9.7%1 yearTotal return+4.2%

+22.1%3 years · per year$10,000 became $18,221 · $25,985+37.5%

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $75 a year on $10k · lower is better0.75%

1.14%Trailing 12-mo yield$114 · $257 a year on $10k2.57%

−8.9%Worst dropSmaller is better−37.3%

13.6%VolatilityLower is calmer43.9%

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

4–3IVV 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 CHAT: Top 5 Holdings

Today

IVV

27.7%in top 5

CHAT

in top 530.4%

IVVStockCHAT

7.3%NVDA8.0%

7.7%AAPLnot top 5

2.6%GOOGL6.3%

6.2%MSFT6.1%

3.9%AMZN5.4%

not top 5META4.6%

Held in common29.0%

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

IVV vs CHAT Returns, Every Period

iSharesIVV

+9.7%

past year

CHATRoundhill

+4.2%

past year

IVVCHATFaded: behind in that period

1–2CHAT wins

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

Core vs Thematic: IVV vs CHAT

YTD

iSharesIVV

+8.4%

CHATRoundhill

+10.8%

+8.4%Year to date+10.8%

−8.9%Worst drop · 1Y−37.3%

13.6%Volatility · 1Y43.9%

1.1%Yield2.6%

$887BAssets$1.5B

2–2level

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

Cost, Income and Risk

Fees: CHAT, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CHAT0.75%$75

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

Yields: CHAT, IVV

2.57%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.57%$257

IVV1.14%$114

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

Income After Fees on $10,000

$182most kept, CHAT

CHAT$257 − $75 = $182

IVV$114 − $3 = $111

KeptFee

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

Overlap: CHAT, IVV

Today

29.0%most shared, CHAT and IVV

CHATIVV

CHAT—29.0%

IVV29.0%—

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

CHATWorst drop−37.3%43.9% vol

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

Paid More vs Made More

YTD

CHATIVV

+10.8%Year to date+8.4%

2.6%Yield1.1%

+4.2%Past year+9.7%

0.75%Fee0.03%

2–2level

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