Compare · 3 funds side by side · dividends reinvested

CSHP, IVV and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

CSHP, IVV and VTI, 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%$853B1.6

iShares Dynamic Short-Term Active ETFUnsorted0.20%3.96%+3.4%+4.0%[…][…]−0.7%1.9%$379M2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.0

Rank among the three1st → 3rdFee, 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: CSHP 2024 · IVV 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Dynamic Short-Term Active ETF · $379M[…]

CSHP

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 33.9% in common

CSHPMeasureIVV

+3.4%Year to dateJan 1 → Nov 6+8.7%

+4.0%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

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

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

3.96%Trailing 12-mo yield$396 · $114 a year on $10k1.14%

−0.7%Worst dropSmaller is better−8.9%

1.9%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

CSHP vs IVV: Top 5 Holdings

Today

CSHP

9.5%in top 5

IVV

in top 527.8%

CSHPStockIVV

2.7%AAPL7.9%

2.4%NVDA6.9%

2.2%MSFT6.3%

1.4%AMZN4.0%

0.9%GOOGL2.6%

Held in common33.9%

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

CSHP vs IVV Returns, Every Period

iSharesCSHP

+4.0%

past year

IVViShares

+9.8%

past year

CSHPIVVFaded: behind in that period

0–2IVV wins

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

Unsorted vs Core: CSHP vs IVV

YTD

iSharesCSHP

+3.4%

IVViShares

+8.7%

+3.4%Year to date+8.7%

−0.7%Worst drop · 1Y−8.9%

1.9%Volatility · 1Y13.6%

4.0%Yield1.1%

$379MAssets$853B

3–1CSHP wins

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

Cost, Income and Risk

Fees: CSHP, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

CSHP0.20%$20

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

Yields: CSHP, IVV, VTI

3.96%highest, CSHP

FundTrailing yieldYield$10k

CSHP3.96%$396

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$376most kept, CSHP

CSHP$396 − $20 = $376

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: CSHP, IVV, VTI

Today

85.5%most shared, IVV and VTI

CSHPIVVVTI

CSHP—33.9%33.8%

IVV33.9%—85.5%

VTI33.8%85.5%—

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

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

CSHPWorst drop−0.7%1.9% vol

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

CSHPVTI

+3.4%Year to date+8.9%

4.0%Yield1.1%

+4.0%Past year+9.9%

0.20%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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$853B

0–0level

End-of-day Nov 6, 2026