Compare · 2 funds side by side · dividends reinvested

FBUF and IVV

FBUFFidelity×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 / 04

FBUF 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%$875B1.3

Fidelity Dynamic Buffered Equity ETFDefined Outcome · Buffer0.52%0.58%+7.5%+10.2%[…][…]−5.6%8.8%$27M1.7

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: FBUF 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Dynamic Buffered Equity ETF · $27M[…]

FBUF

IVV

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

$10,000 five years ago, dividends reinvested · they hold 63.7% in common

FBUFMeasureIVV

+7.5%Year to dateJan 1 → Nov 9+11.3%

+10.2%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%

0.52%Expense ratio$52 · $3 a year on $10k · lower is better0.03%

0.58%Trailing 12-mo yield$58 · $111 a year on $10k1.11%

−5.6%Worst dropSmaller is better−8.9%

8.8%VolatilityLower is calmer13.8%

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

2–4IVV wins

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

More Ways to See the Pairs

FBUF vs IVV: Top 5 Holdings

Today

FBUF

27.3%in top 5

IVV

in top 527.8%

FBUFStockIVV

8.0%AAPL7.9%

7.2%NVDA7.1%

5.5%MSFT6.2%

4.1%AMZN4.0%

2.6%GOOGL2.6%

Held in common63.7%

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

FBUF vs IVV Returns, Every Period

FidelityFBUF

+10.2%

past year

IVViShares

+13.6%

past year

FBUFIVVFaded: behind in that period

0–2IVV wins

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

Defined Outcome vs Core: FBUF vs IVV

YTD

FidelityFBUF

+7.5%

IVViShares

+11.3%

+7.5%Year to date+11.3%

−5.6%Worst drop · 1Y−8.9%

8.8%Volatility · 1Y13.8%

0.6%Yield1.1%

$27.4MAssets$875B

2–2level

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

Cost, Income and Risk

Fees: FBUF, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FBUF0.52%$52

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

Yields: FBUF, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

FBUF0.58%$58

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

FBUF$58 − $52 = $6

KeptFee

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

Overlap: FBUF, IVV

Today

63.7%most shared, FBUF and IVV

FBUFIVV

FBUF—63.7%

IVV63.7%—

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

FBUFWorst drop−5.6%8.8% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

IVVFBUF

+11.3%Year to date+7.5%

1.1%Yield0.6%

+13.6%Past year+10.2%

0.03%Fee0.52%

4–0IVV wins

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