Compare · 3 funds side by side · dividends reinvested

CWS, IVV and VOO

CWSAdvisorShares×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

CWS, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.3

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%$887B1.6

AdvisorShares Focused Equity ETFUnsorted0.78%0.31%−2.5%−0.1%+11.1%+6.8%−11.9%13.8%$114M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CWS 2016 · IVV 2000 · VOO 2010

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

−2.5%Year to dateJan 1 → Nov 5+8.4%

−0.1%1 yearTotal return+9.7%

+11.1%3 years · per year$10,000 became $13,705 · $18,221+22.1%

+6.8%5 years · per year$10,000 became $13,889 · $17,151+11.4%

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

0.31%Trailing 12-mo yield$31 · $114 a year on $10k1.14%

−11.9%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.6%

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

+6.8%

5 years, per year

IVViShares

+11.4%

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

−2.5%

IVViShares

+8.4%

−2.5%Year to date+8.4%

−11.9%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.6%

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, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

CWS0.78%$78

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

Yields: CWS, IVV, VOO

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

CWS0.31%$31

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

CWS$31 − $78 = −$47

KeptFee

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

Overlap: CWS, IVV, VOO

Today

93.5%most shared, IVV and VOO

CWSIVVVOO

CWS—2.3%2.1%

IVV2.3%—93.5%

VOO2.1%93.5%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

CWSWorst drop−11.9%13.8% vol

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

Paid More vs Made More

YTD

IVVVOO

+8.4%Year to date+8.4%

1.1%Yield1.1%

+9.7%Past year+9.8%

0.03%Fee0.03%

1–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026