Compare · 2 funds side by side · dividends reinvested

IVV and BAPR

IVViShares×BAPRInnovator×

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 BAPR, 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%$850B1.5

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+12.3%+14.1%+15.8%+10.4%−2.5%6.4%$407M1.5

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 · BAPR 2019

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

BAPR

Innovator U.S. Equity Buffer ETF · $407M$16,405

$10,000 five years ago, dividends reinvested

IVVMeasureBAPR

+8.7%Year to dateJan 1 → Nov 6+12.3%

+9.8%1 yearTotal return+14.1%

+21.8%3 years · per year$10,000 became $18,084 · $15,535+15.8%

+11.4%5 years · per year$10,000 became $17,177 · $16,405+10.4%

0.03%Expense ratio$3 · $79 a year on $10k · lower is better0.79%

1.14%Trailing 12-mo yield$114 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−2.5%

13.6%VolatilityLower is calmer6.4%

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

4–4Level

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 BAPR: Top 5 Holdings

Today

IVV

27.8%in top 5

BAPR

in top 5[…]

IVVStockBAPR

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 6, 2026 · share of each fund

IVV vs BAPR Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

BAPRInnovator

+10.4%

5 years, per year

IVVBAPRFaded: behind in that period

2–2Level

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

Core vs Defined Outcome: IVV vs BAPR

YTD

iSharesIVV

+8.7%

BAPRInnovator

+12.3%

+8.7%Year to date+12.3%

−8.9%Worst drop · 1Y−2.5%

13.6%Volatility · 1Y6.4%

1.1%Yield0.0%

$850BAssets$407M

3–1BAPR wins

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

Cost, Income and Risk

Fees: IVV, BAPR

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BAPR0.79%$79

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

Yields: IVV, BAPR

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

BAPR0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

BAPR$0 − $79 = −$79

KeptFee

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

Overlap: IVV, BAPR

Today

[…]holdings […]

IVVBAPR

IVV—[…]

BAPR[…]—

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

Return vs Bumpiness: 2 ETFs

+14.1%BAPR, at 6.4% volatility

BAPRWorst drop−2.5%6.4% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVBAPR

+8.7%Year to date+12.3%

1.1%Yield0.0%

+9.8%Past year+14.1%

0.03%Fee0.79%

2–2level

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