Compare · 2 funds side by side · dividends reinvested

IVES and IVV

IVESWedbush×IVViShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,398IVV · best of the two

Story of the two · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the two · RiskSmallest drop

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%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.1

Dan Ives Wedbush AI Revolution ETFThematic · AI & semis0.75%0.36%+14.2%+8.4%[…][…]−21.5%31.1%$835M1.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: IVES 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dan Ives Wedbush AI Revolution ETF · $835M[…]

IVES

IVV

iShares Core S&P 500 ETF · $883B$17,398

$10,000 five years ago, dividends reinvested · they hold 33.3% in common

IVESMeasureIVV

+14.2%

More Ways to See the Pairs

IVES vs IVV: Top 5 Holdings

Today

IVES

26.6%in top 5

IVV

in top 526.8%

IVESStockIVV

5.6%AAPL7.9%

not top 5NVDA6.4%

5.3%MSFT5.9%

5.5%AMZN4.0%

5.3%TSLA

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 12, 2026 · fee on $10,000 a year

Yields: IVES, IVV

1Y

1.10%highest, IVV

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 12

+12.0%

+8.4%1 yearTotal return+12.2%

[…]3 years · per year$10,000 became […] · $18,019+21.7%

[…]5 years · per year$10,000 became […] · $17,398+11.7%

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

0.36%Trailing 12-mo yield$36 · $110 a year on $10k1.10%

−21.5%Worst dropSmaller is better−8.9%

31.1%VolatilityLower is calmer13.7%

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

1–5IVV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

5.0%AVGOnot top 5

not top 5GOOGL2.6%

Held in common33.3%

End-of-day Nov 12, 2026 · share of each fund

IVES vs IVV Returns, Every Period

1Y

WedbushIVES

+8.4%

past year

IVViShares

+12.2%

past year

IVESIVVFaded: behind in that period

1–1Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Core: IVES vs IVV

YTD

WedbushIVES

+14.2%

IVViShares

+12.0%

+14.2%Year to date+12.0%

−21.5%Worst drop · 1Y−8.9%

31.1%Volatility · 1Y13.7%

0.4%Yield1.1%

$835MAssets$883B

3–1IVV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

IVV1.10%$110

IVES0.36%$36

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

IVES$36 − $75 = −$39

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVES, IVV

Today

33.3%most shared, IVES and IVV

IVESIVV

IVES—33.3%

IVV33.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.2%IVV, at 13.7% volatility

IVVWorst drop−8.9%13.7% vol

IVESWorst drop−21.5%31.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IVVIVES

+12.0%Year to date+14.2%

1.1%Yield0.4%

+12.2%Past year+8.4%

0.03%Fee0.75%

3–1IVV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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IVES and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two