Compare · 2 funds side by side · dividends reinvested

IVES and IVV

IVESWedbush×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

IVES 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%$850B1.0

Dan Ives Wedbush AI Revolution ETFThematic · AI & semis0.75%0.39%+5.3%+0.1%[…][…]−21.5%30.8%$821M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVES 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dan Ives Wedbush AI Revolution ETF · $821M[…]

IVES

IVV

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

$10,000 five years ago, dividends reinvested · they hold 33.7% in common

IVESMeasureIVV

+5.3%Year to dateJan 1 → Nov 5+8.4%

+0.1%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

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

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

0.39%Trailing 12-mo yield$39 · $114 a year on $10k1.14%

−21.5%Worst dropSmaller is better−8.9%

30.8%VolatilityLower is calmer13.6%

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

0–6IVV wins

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

More Ways to See the Pairs

IVES vs IVV: Top 5 Holdings

Today

IVES

26.5%in top 5

IVV

in top 527.7%

IVESStockIVV

5.5%AAPL7.7%

not top 5NVDA7.3%

5.6%MSFT6.2%

5.5%AMZN3.9%

5.2%TSLAnot top 5

4.7%AVGOnot top 5

not top 5GOOGL2.6%

Held in common33.7%

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

IVES vs IVV Returns, Every Period

WedbushIVES

+0.1%

past year

IVViShares

+9.7%

past year

IVESIVVFaded: behind in that period

0–2IVV wins

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

Thematic vs Core: IVES vs IVV

YTD

WedbushIVES

+5.3%

IVViShares

+8.4%

+5.3%Year to date+8.4%

−21.5%Worst drop · 1Y−8.9%

30.8%Volatility · 1Y13.6%

0.4%Yield1.1%

$821MAssets$850B

4–0IVV wins

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

Cost, Income and Risk

Fees: IVES, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IVES0.75%$75

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

Yields: IVES, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

IVES0.39%$39

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

IVES$39 − $75 = −$36

KeptFee

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

Overlap: IVES, IVV

Today

33.7%most shared, IVES and IVV

IVESIVV

IVES—33.7%

IVV33.7%—

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

IVESWorst drop−21.5%30.8% vol

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

Paid More vs Made More

YTD

IVVIVES

+8.4%Year to date+5.3%

1.1%Yield0.4%

+9.7%Past year+0.1%

0.03%Fee0.75%

4–0IVV 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