Compare · 2 funds side by side · dividends reinvested

CWS and IVV

CWSAdvisorShares×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

CWS and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.0

AdvisorShares Focused Equity ETFUnsorted0.78%0.30%+0.3%+2.6%+12.4%+7.5%−11.9%13.6%$114M2.0

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: CWS 2016 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Focused Equity ETF · $114M$13,889

CWS

IVV

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

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

CWSMeasureIVV

+0.3%Year to dateJan 1 → Nov 5+13.4%

+2.6%1 yearTotal return+13.5%

+12.4%3 years · per year$10,000 became $14,201 · $19,178+24.2%

+7.5%5 years · per year$10,000 became $14,360 · $18,118+12.6%

0.78%Expense ratio$78 · $3 a year on $10k · lower is better0.03%

0.30%Trailing 12-mo yield$30 · $109 a year on $10k1.09%

−11.9%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.9%

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

0–8IVV wins

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

More Ways to See the Pairs

CWS vs IVV: Top 5 Holdings

Today

CWS

25.8%in top 5

IVV

in top 527.7%

CWSStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.9%SAICnot top 5

5.3%MCKnot top 5

4.9%TMOnot top 5

4.9%ALSNnot top 5

4.8%CASYnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common2.3%

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

CWS vs IVV Returns, Every Period

AdvisorSharesCWS

+7.5%

5 years, per year

IVViShares

+12.6%

5 years, per year

CWSIVVFaded: behind in that period

0–4IVV wins

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

Unsorted vs Core: CWS vs IVV

YTD

AdvisorSharesCWS

+0.3%

IVViShares

+13.4%

+0.3%Year to date+13.4%

−11.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.9%

0.3%Yield1.1%

$114MAssets$887B

4–0IVV wins

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

Cost, Income and Risk

Fees: CWS, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CWS0.78%$78

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

Yields: CWS, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

CWS0.30%$30

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

CWS$30 − $78 = −$48

KeptFee

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

Overlap: CWS, IVV

Today

2.3%most shared, CWS and IVV

CWSIVV

CWS—2.3%

IVV2.3%—

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

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

IVVWorst drop−8.9%12.9% vol

CWSWorst drop−11.9%13.6% vol

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

Paid More vs Made More

YTD

IVVCWS

+13.4%Year to date+0.3%

1.1%Yield0.3%

+13.5%Past year+2.6%

0.03%Fee0.78%

4–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026