Compare · 2 funds side by side · dividends reinvested

COSW and IVV

COSWRoundhill×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

COSW 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 COST WeeklyPay ETFUnsorted0.99%26.01%+25.1%+12.1%[…][…]−22.5%25.3%$12M1.5

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: COSW 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill COST WeeklyPay ETF · $12M[…]

COSW

IVV

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

COSWMeasureIVV

+25.1%Year to dateJan 1 → Nov 5+8.4%

+12.1%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

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

0.99%Expense ratio$99 · $3 a year on $10k · lower is better0.03%

26.01%Trailing 12-mo yield$2,601 · $114 a year on $10k1.14%

−22.5%Worst dropSmaller is better−8.9%

25.3%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

COSW vs IVV: Top 5 Holdings

Today

COSW

87.5%in top 5

IVV

in top 527.7%

COSWStockIVV

76.3%912797VAnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.8%FGXXXnot top 5

5.4%COSTnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.7%

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

COSW vs IVV Returns, Every Period

RoundhillCOSW

+12.1%

past year

IVViShares

+9.7%

past year

COSWIVVFaded: behind in that period

2–0COSW wins

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

Unsorted vs Core: COSW vs IVV

YTD

RoundhillCOSW

+25.1%

IVViShares

+8.4%

+25.1%Year to date+8.4%

−22.5%Worst drop · 1Y−8.9%

25.3%Volatility · 1Y13.6%

26.0%Yield1.1%

$11.8MAssets$887B

2–2level

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

Cost, Income and Risk

Fees: COSW, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

COSW0.99%$99

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

Yields: COSW, IVV

26.01%highest, COSW

FundTrailing yieldYield$10k

COSW26.01%$2,601

IVV1.14%$114

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

Income After Fees on $10,000

$2,502most kept, COSW

COSW$2,601 − $99 = $2,502

IVV$114 − $3 = $111

KeptFee

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

Overlap: COSW, IVV

Today

0.7%most shared, COSW and IVV

COSWIVV

COSW—0.7%

IVV0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.1%COSW, at 25.3% volatility

IVVWorst drop−8.9%13.6% vol

COSWWorst drop−22.5%25.3% vol

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

Paid More vs Made More

YTD

COSWIVV

+25.1%Year to date+8.4%

26.0%Yield1.1%

+12.1%Past year+9.7%

0.99%Fee0.03%

3–1COSW 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