Compare · 2 funds side by side · dividends reinvested

FORH and IVV

FORHFormidable×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 / 04

FORH 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%$887B1.1

Formidable ETFUnsorted1.19%1.89%−3.5%−4.3%+4.1%+1.4%−10.5%14.3%$17M1.9

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: FORH 2021 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

FORH

Formidable ETF · $17M$10,705

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

IVVMeasureFORH

+13.4%Year to dateJan 1 → Nov 4−3.5%

+13.5%1 yearTotal return−4.3%

+24.2%3 years · per year$10,000 became $19,178 · $11,277+4.1%

+12.6%5 years · per year$10,000 became $18,118 · $10,705+1.4%

0.03%Expense ratio$3 · $119 a year on $10k · lower is better1.19%

1.09%Trailing 12-mo yield$109 · $189 a year on $10k1.89%

−8.9%Worst dropSmaller is better−10.5%

12.9%VolatilityLower is calmer14.3%

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

7–1IVV wins

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

More Ways to See the Pairs

IVV vs FORH: Top 5 Holdings

Today

IVV

27.3%in top 5

FORH

in top 526.6%

IVVStockFORH

not top 5ACTG10.3%

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

not top 5B5.3%

not top 5TLNE4.0%

3.8%AMZNnot top 5

not top 5ARLP3.5%

not top 5HSTM3.5%

2.5%GOOGLnot top 5

Held in common0.2%

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

IVV vs FORH Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

FORHFormidable

+1.4%

5 years, per year

IVVFORHFaded: behind in that period

4–0IVV wins

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

Core vs Unsorted: IVV vs FORH

YTD

iSharesIVV

+13.4%

FORHFormidable

−3.5%

+13.4%Year to date−3.5%

−8.9%Worst drop · 1Y−10.5%

12.9%Volatility · 1Y14.3%

1.1%Yield1.9%

$887BAssets$17.4M

3–1IVV wins

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

Cost, Income and Risk

Fees: FORH, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FORH1.19%$119

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

Yields: FORH, IVV

1.89%highest, FORH

FundTrailing yieldYield$10k

FORH1.89%$189

IVV1.09%$109

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

FORH$189 − $119 = $70

KeptFee

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

Overlap: FORH, IVV

Today

0.2%most shared, FORH and IVV

FORHIVV

FORH—0.2%

IVV0.2%—

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

FORHWorst drop−10.5%14.3% vol

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

Paid More vs Made More

YTD

FORHIVV

−3.5%Year to date+13.4%

1.9%Yield1.1%

−4.3%Past year+13.5%

1.19%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 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 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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026