Compare · 2 funds side by side · dividends reinvested

FITZ and IVV

FITZNicholasx×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,118IVV · best of the two

02 / 03

FITZ 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%$872B1.0

Fitz-Gerald Must Have Portfolio ETFUnsorted0.75%0.22%[…][…][…][…][…][…]$107M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FITZ 2026 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fitz-Gerald Must Have Portfolio ETF · $107M[…]

FITZ

IVV

iShares Core S&P 500 ETF · $872B$18,118

$10,000 five years ago, dividends reinvested · they hold 33.1% in common

FITZMeasureIVV

[…]Year to dateJan 1 → Nov 4+13.4%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

0.22%Trailing 12-mo yield$22 · $109 a year on $10k1.09%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.9%

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

0–2IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FITZ vs IVV: Top 5 Holdings

Today

FITZ

24.1%in top 5

IVV

in top 527.3%

FITZStockIVV

not top 5NVDA7.7%

4.5%AAPL7.4%

not top 5MSFT5.9%

5.3%PLTRnot top 5

4.9%CRWDnot top 5

4.8%LLYnot top 5

4.5%WMTnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common33.1%

End-of-day Nov 4, 2026 · share of each fund

FITZ vs IVV Returns, Every Period

NicholasxFITZ

[…]

past year

IVViShares

+13.5%

past year

Returns […]

FITZIVVFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: FITZ vs IVV

YTD

NicholasxFITZ

[…]

IVViShares

+13.4%

[…]Year to date+13.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

0.2%Yield1.1%

$107MAssets$872B

1–0IVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FITZ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FITZ0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FITZ, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

FITZ0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

FITZ$22 − $75 = −$53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FITZ, IVV

Today

33.1%most shared, FITZ and IVV

FITZIVV

FITZ—33.1%

IVV33.1%—

End-of-day Nov 4, 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

FITZWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026