Compare · 2 funds side by side · dividends reinvested

IVV and BAFE

IVViShares×BAFEBrown Advisory×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

IVV and BAFE, 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%$850B1.1

Brown Advisory Flexible Equity ETFUnsorted0.54%0.27%+8.2%+11.3%[…][…]−12.7%13.9%$1.7B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · BAFE 2024

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

BAFE

Brown Advisory Flexible Equity ETF · $1.7B[…]

$10,000 five years ago, dividends reinvested · they hold 30.4% in common

IVVMeasureBAFE

+8.7%Year to dateJan 1 → Nov 6+8.2%

+9.8%1 yearTotal return+11.3%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $54 a year on $10k · lower is better0.54%

1.14%Trailing 12-mo yield$114 · $27 a year on $10k0.27%

−8.9%Worst dropSmaller is better−12.7%

13.6%VolatilityLower is calmer13.9%

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

5–1IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs BAFE: Top 5 Holdings

Today

IVV

27.8%in top 5

BAFE

in top 526.8%

IVVStockBAFE

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFT6.8%

not top 5TSM6.0%

not top 5V4.9%

4.0%AMZN4.6%

not top 5MA4.4%

2.6%GOOGLnot top 5

Held in common30.4%

End-of-day Nov 6, 2026 · share of each fund

IVV vs BAFE Returns, Every Period

iSharesIVV

+9.8%

past year

BAFEBrown Advisory

+11.3%

past year

IVVBAFEFaded: behind in that period

1–1Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: IVV vs BAFE

YTD

iSharesIVV

+8.7%

BAFEBrown Advisory

+8.2%

+8.7%Year to date+8.2%

−8.9%Worst drop · 1Y−12.7%

13.6%Volatility · 1Y13.9%

1.1%Yield0.3%

$850BAssets$1.7B

4–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, BAFE

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BAFE0.54%$54

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, BAFE

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

BAFE0.27%$27

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

BAFE$27 − $54 = −$27

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, BAFE

Today

30.4%most shared, IVV and BAFE

IVVBAFE

IVV—30.4%

BAFE30.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.3%BAFE, at 13.9% volatility

IVVWorst drop−8.9%13.6% vol

BAFEWorst drop−12.7%13.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVBAFE

+8.7%Year to date+8.2%

1.1%Yield0.3%

+9.8%Past year+11.3%

0.03%Fee0.54%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026