Compare · 2 funds side by side · dividends reinvested

CPTL and IVV

CPTLGlobal X×IVViShares×

Versus in desk

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

02 / 03

CPTL 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%$875B1.1

Global X Morningstar Capital Allocation Leaders ETFUnsorted0.35%2.33%[…][…][…][…][…][…]$108M1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: CPTL 2016 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X Morningstar Capital Allocation Leaders ETF · $108M[…]

CPTL

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 55.2% in common

CPTLMeasureIVV

[…]Year to dateJan 1 → Nov 9+11.3%

[…]1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

2.33%Trailing 12-mo yield$233 · $111 a year on $10k1.11%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.8%

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

1–1Level

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

More Ways to See the Pairs

CPTL vs IVV: Top 5 Holdings

Today

CPTL

22.1%in top 5

IVV

in top 527.8%

CPTLStockIVV

5.1%AAPL7.9%

4.0%NVDA7.1%

4.8%MSFT6.2%

4.2%AMZN4.0%

4.0%LLYnot top 5

not top 5GOOGL2.6%

Held in common55.2%

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

CPTL vs IVV Returns, Every Period

Global XCPTL

[…]

past year

IVViShares

+13.6%

past year

Returns […]

CPTLIVVFaded: behind in that period

0–0Level

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

Unsorted vs Core: CPTL vs IVV

YTD

Global XCPTL

[…]

IVViShares

+11.3%

[…]Year to date+11.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.8%

2.3%Yield1.1%

$108MAssets$875B

1–0CPTL wins

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

Cost, Income and Risk

Fees: CPTL, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CPTL0.35%$35

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

Yields: CPTL, IVV

2.33%highest, CPTL

FundTrailing yieldYield$10k

CPTL2.33%$233

IVV1.11%$111

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

Income After Fees on $10,000

$198most kept, CPTL

CPTL$233 − $35 = $198

IVV$111 − $3 = $108

KeptFee

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

Overlap: CPTL, IVV

Today

55.2%most shared, CPTL and IVV

CPTLIVV

CPTL—55.2%

IVV55.2%—

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

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

CPTLWorst drop[…][…]

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

Paid More vs Made More

YTD

CPTLIVV

[…]Year to date+11.3%

2.3%Yield1.1%

[…]Past year+13.6%

0.35%Fee0.03%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026