Compare · 2 funds side by side · dividends reinvested

ILDR and IVV

ILDRFirst Trust×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

ILDR 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%$875B1.1

First Trust Innovation Leaders ETFThematic · Disruptive tech0.75%0.00%+7.3%+6.6%+27.8%+9.4%−18.7%27.0%$316M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: ILDR 2021 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

ILDR

First Trust Innovation Leaders ETF · $316M$15,657

$10,000 five years ago, dividends reinvested · they hold 30.7% in common

IVVMeasureILDR

+11.3%Year to dateJan 1 → Nov 9+7.3%

+13.6%1 yearTotal return+6.6%

+22.0%3 years · per year$10,000 became $18,159 · $20,897+27.8%

+11.9%5 years · per year$10,000 became $17,545 · $15,657+9.4%

0.03%Expense ratio$3 · $75 a year on $10k · lower is better0.75%

1.11%Trailing 12-mo yield$111 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−18.7%

13.8%VolatilityLower is calmer27.0%

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

7–1IVV wins

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

More Ways to See the Pairs

IVV vs ILDR: Top 5 Holdings

Today

IVV

27.8%in top 5

ILDR

in top 530.2%

IVVStockILDR

7.1%NVDA9.4%

7.9%AAPLnot top 5

4.0%AMZN6.8%

6.2%MSFTnot top 5

not top 5AMD5.3%

2.6%GOOGL4.5%

not top 5LLY4.1%

Held in common30.7%

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

IVV vs ILDR Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

ILDRFirst Trust

+9.4%

5 years, per year

IVVILDRFaded: behind in that period

3–1IVV wins

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

Core vs Thematic: IVV vs ILDR

YTD

iSharesIVV

+11.3%

ILDRFirst Trust

+7.3%

+11.3%Year to date+7.3%

−8.9%Worst drop · 1Y−18.7%

13.8%Volatility · 1Y27.0%

1.1%Yield0.0%

$875BAssets$316M

4–0IVV wins

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

Cost, Income and Risk

Fees: ILDR, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ILDR0.75%$75

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

Yields: ILDR, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

ILDR0.00%$0

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

ILDR$0 − $75 = −$75

KeptFee

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

Overlap: ILDR, IVV

Today

30.7%most shared, ILDR and IVV

ILDRIVV

ILDR—30.7%

IVV30.7%—

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

IVVWorst drop−8.9%13.8% vol

ILDRWorst drop−18.7%27.0% vol

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

Paid More vs Made More

YTD

IVVILDR

+11.3%Year to date+7.3%

1.1%Yield0.0%

+13.6%Past year+6.6%

0.03%Fee0.75%

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