Compare · 3 funds side by side · dividends reinvested

CSTK, VOO and IVV

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

02 / 04

CSTK, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETFUnsorted0.36%1.84%+13.1%+19.1%[…][…]−8.9%11.3%$186M1.5

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%$850B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

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: CSTK 2025 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETF · $186M[…]

CSTK

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

CSTKMeasureVOO

+13.1%Year to dateJan 1 → Nov 6+8.7%

+19.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,079+21.8%

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

0.36%Expense ratio$36 · $3 a year on $10k · lower is better0.03%

1.84%Trailing 12-mo yield$184 · $110 a year on $10k1.10%

−8.9%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer13.5%

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

4–1CSTK wins

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

More Ways to See the Pairs

CSTK vs VOO: Top 5 Holdings

Today

CSTK

15.8%in top 5

VOO

in top 528.3%

CSTKStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

3.6%MSFT5.8%

not top 5AMZN3.7%

3.3%GOOGL3.1%

3.0%WFCnot top 5

3.0%CVXnot top 5

2.9%PMnot top 5

Held in common21.9%

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

CSTK vs VOO Returns, Every Period

InvescoCSTK

+19.1%

past year

VOOVanguard

+9.8%

past year

CSTKVOOFaded: behind in that period

2–0CSTK wins

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

Unsorted vs Core: CSTK vs IVV

YTD

InvescoCSTK

+13.1%

IVViShares

+8.7%

+13.1%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.6%

1.8%Yield1.1%

$186MAssets$850B

3–0CSTK wins

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

Cost, Income and Risk

Fees: CSTK, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

CSTK0.36%$36

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

Yields: CSTK, VOO, IVV

1.84%highest, CSTK

FundTrailing yieldYield$10k

CSTK1.84%$184

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$148most kept, CSTK

CSTK$184 − $36 = $148

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: CSTK, VOO, IVV

Today

92.2%most shared, VOO and IVV

CSTKVOOIVV

CSTK—21.9%21.3%

VOO21.9%—92.2%

IVV21.3%92.2%—

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

Return vs Bumpiness: 3 ETFs

+19.1%CSTK, at 11.3% volatility

CSTKWorst drop−8.9%11.3% vol

VOOWorst drop−8.9%13.5% 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

CSTKIVV

+13.1%Year to date+8.7%

1.8%Yield1.1%

+19.1%Past year+9.8%

0.36%Fee0.03%

3–1CSTK 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026