Compare · 3 funds side by side · dividends reinvested

IVV, AMUB and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,408AMUB · best of the three

02 / 04

IVV, AMUB and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.9

ETRACS Alerian MLP Index ETN Class BUnsorted0.80%6.12%+15.0%+17.9%+15.8%+18.5%−13.2%15.3%$35M2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.0

Rank among the three1st → 3rdFee, 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: IVV 2000 · AMUB 2015 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

AMUB

ETRACS Alerian MLP Index ETN Class B · $35M$23,408

$10,000 five years ago, dividends reinvested

IVVMeasureAMUB

+8.7%Year to dateJan 1 → Nov 9+15.0%

+9.8%1 yearTotal return+17.9%

+21.8%3 years · per year$10,000 became $18,084 · $15,518+15.8%

+11.4%5 years · per year$10,000 became $17,177 · $23,408+18.5%

0.03%Expense ratio$3 · $80 a year on $10k · lower is better0.80%

1.14%Trailing 12-mo yield$114 · $612 a year on $10k6.12%

−8.9%Worst dropSmaller is better−13.2%

13.6%VolatilityLower is calmer15.3%

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

4–4Level

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 AMUB: Top 5 Holdings

Today

IVV

27.8%in top 5

AMUB

in top 5[…]

IVVStockAMUB

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs AMUB Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

AMUBETRACS

+18.5%

5 years, per year

IVVAMUBFaded: behind in that period

1–3AMUB wins

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

Core vs Unsorted: IVV vs AMUB

YTD

iSharesIVV

+8.7%

AMUBETRACS

+15.0%

+8.7%Year to date+15.0%

−8.9%Worst drop · 1Y−13.2%

13.6%Volatility · 1Y15.3%

1.1%Yield6.1%

$853BAssets$35.4M

2–2level

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

Cost, Income and Risk

Fees: IVV, AMUB, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

AMUB0.80%$80

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

Yields: IVV, AMUB, VTI

6.12%highest, AMUB

FundTrailing yieldYield$10k

AMUB6.12%$612

IVV1.14%$114

VTI1.06%$106

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

Income After Fees on $10,000

$532most kept, AMUB

AMUB$612 − $80 = $532

IVV$114 − $3 = $111

VTI$106 − $3 = $103

KeptFee

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

Overlap: IVV, AMUB, VTI

Today

85.5%most shared, IVV and VTI

IVVAMUBVTI

IVV—[…]85.5%

AMUB[…]—[…]

VTI85.5%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.9%AMUB, at 15.3% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.9% vol

AMUBWorst drop−13.2%15.3% vol

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

Paid More vs Made More

YTD

AMUBVTI

+15.0%Year to date+11.6%

6.1%Yield1.1%

+17.9%Past year+13.9%

0.80%Fee0.03%

3–1AMUB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.6%

+11.6%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$93.2B

1–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026