Compare · 2 funds side by side · dividends reinvested

FWD and IVV

FWDAlliance Bernstein×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

FWD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.3

Alliance Bernstein - AB Disruptors ETFUnsorted0.65%0.10%+11.9%+6.4%+33.4%[…]−21.7%30.2%$3.1B1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: FWD 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

FWD

Alliance Bernstein - AB Disruptors ETF · $3.1B[…]

$10,000 five years ago, dividends reinvested · they hold 29.8% in common

IVVMeasureFWD

+8.4%Year to dateJan 1 → Nov 5+11.9%

+9.7%1 yearTotal return+6.4%

+22.1%3 years · per year$10,000 became $18,221 · $23,736+33.4%

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $65 a year on $10k · lower is better0.65%

1.14%Trailing 12-mo yield$114 · $10 a year on $10k0.10%

−8.9%Worst dropSmaller is better−21.7%

13.6%VolatilityLower is calmer30.2%

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

5–2IVV wins

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

More Ways to See the Pairs

IVV vs FWD: Top 5 Holdings

Today

IVV

27.7%in top 5

FWD

in top 514.2%

IVVStockFWD

7.7%AAPLnot top 5

7.3%NVDA3.4%

6.2%MSFT3.5%

3.9%AMZN2.3%

2.6%GOOGLnot top 5

not top 5AVGO2.6%

not top 5LLY2.4%

Held in common29.8%

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

IVV vs FWD Returns, Every Period

iSharesIVV

+9.7%

past year

FWDAlliance Bernstein

+6.4%

past year

IVVFWDFaded: behind in that period

1–2FWD wins

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

Core vs Unsorted: IVV vs FWD

YTD

iSharesIVV

+8.4%

FWDAlliance Bernstein

+11.9%

+8.4%Year to date+11.9%

−8.9%Worst drop · 1Y−21.7%

13.6%Volatility · 1Y30.2%

1.1%Yield0.1%

$850BAssets$3.1B

3–1IVV wins

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

Cost, Income and Risk

Fees: FWD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FWD0.65%$65

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

Yields: FWD, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

FWD0.10%$10

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FWD$10 − $65 = −$55

KeptFee

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

Overlap: FWD, IVV

Today

29.8%most shared, FWD and IVV

FWDIVV

FWD—29.8%

IVV29.8%—

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

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

FWDWorst drop−21.7%30.2% vol

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

Paid More vs Made More

YTD

IVVFWD

+8.4%Year to date+11.9%

1.1%Yield0.1%

+9.7%Past year+6.4%

0.03%Fee0.65%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026