Compare · 2 funds side by side · dividends reinvested

FXED and IVV

FXEDSound Income×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

FXED 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%$887B1.4

Sound Enhanced Fixed Income ETFBonds & Cash · Other bonds0.49%7.49%−2.7%−1.9%+6.7%+1.4%−6.2%8.9%$40M1.6

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: FXED 2020 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Sound Enhanced Fixed Income ETF · $40M$10,715

FXED

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

FXEDMeasureIVV

−2.7%Year to dateJan 1 → Nov 5+8.4%

−1.9%1 yearTotal return+9.7%

+6.7%3 years · per year$10,000 became $12,164 · $18,221+22.1%

+1.4%5 years · per year$10,000 became $10,715 · $17,151+11.4%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

7.49%Trailing 12-mo yield$749 · $114 a year on $10k1.14%

−6.2%Worst dropSmaller is better−8.9%

8.9%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

FXED vs IVV: Top 5 Holdings

Today

FXED

13.6%in top 5

IVV

in top 527.7%

FXEDStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.1%GBDCnot top 5

2.8%TSLXnot top 5

2.6%74432087not top 5

not top 5GOOGL2.6%

2.5%89832Q69not top 5

2.5%HTGCnot top 5

Held in common0.3%

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

FXED vs IVV Returns, Every Period

Sound IncomeFXED

+1.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

FXEDIVVFaded: behind in that period

0–4IVV wins

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

Bonds vs Core: FXED vs IVV

YTD

Sound IncomeFXED

−2.7%

IVViShares

+8.4%

−2.7%Year to date+8.4%

−6.2%Worst drop · 1Y−8.9%

8.9%Volatility · 1Y13.6%

7.5%Yield1.1%

$39.9MAssets$887B

3–1FXED wins

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

Cost, Income and Risk

Fees: FXED, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FXED0.49%$49

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

Yields: FXED, IVV

7.49%highest, FXED

FundTrailing yieldYield$10k

FXED7.49%$749

IVV1.14%$114

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

Income After Fees on $10,000

$700most kept, FXED

FXED$749 − $49 = $700

IVV$114 − $3 = $111

KeptFee

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

Overlap: FXED, IVV

Today

0.3%most shared, FXED and IVV

FXEDIVV

FXED—0.3%

IVV0.3%—

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

FXEDWorst drop−6.2%8.9% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

FXEDIVV

−2.7%Year to date+8.4%

7.5%Yield1.1%

−1.9%Past year+9.7%

0.49%Fee0.03%

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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026