Compare · 3 funds side by side · dividends reinvested

IVV, BLUI and VTI

IVViShares×BLUIBluemonte×VTIVanguard×

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

02 / 04

IVV, BLUI 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%$853B1.6

Bluemonte Diversified Income ETFIncome · Dividend stocks0.80%5.24%+3.2%+4.2%[…][…]−3.7%4.1%$122M2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$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 6, 2026 · returns include dividends · since: IVV 2000 · BLUI 2025 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

BLUI

Bluemonte Diversified Income ETF · $122M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureBLUI

+8.7%Year to dateJan 1 → Nov 6+3.2%

+9.8%1 yearTotal return+4.2%

+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 · $80 a year on $10k · lower is better0.80%

1.14%Trailing 12-mo yield$114 · $524 a year on $10k5.24%

−8.9%Worst dropSmaller is better−3.7%

13.6%VolatilityLower is calmer4.1%

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

3–3Level

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 BLUI: Top 5 Holdings

Today

IVV

27.8%in top 5

BLUI

in top 579.9%

IVVStockBLUI

not top 5MFSB19.7%

not top 5JNK19.6%

not top 5BOND19.5%

not top 5CSRE11.1%

not top 5FTSL10.0%

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 common0.0%

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

IVV vs BLUI Returns, Every Period

iSharesIVV

+9.8%

past year

BLUIBluemonte

+4.2%

past year

IVVBLUIFaded: behind in that period

2–0IVV wins

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

Core vs Income: IVV vs BLUI

YTD

iSharesIVV

+8.7%

BLUIBluemonte

+3.2%

+8.7%Year to date+3.2%

−8.9%Worst drop · 1Y−3.7%

13.6%Volatility · 1Y4.1%

1.1%Yield5.2%

$853BAssets$122M

3–1BLUI wins

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

Cost, Income and Risk

Fees: IVV, BLUI, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

BLUI0.80%$80

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

Yields: IVV, BLUI, VTI

5.24%highest, BLUI

FundTrailing yieldYield$10k

BLUI5.24%$524

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$444most kept, BLUI

BLUI$524 − $80 = $444

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: IVV, BLUI, VTI

Today

85.5%most shared, IVV and VTI

IVVBLUIVTI

IVV—0.0%85.5%

BLUI0.0%—0.0%

VTI85.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

BLUIWorst drop−3.7%4.1% vol

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

BLUIVTI

+3.2%Year to date+8.9%

5.2%Yield1.1%

+4.2%Past year+9.9%

0.80%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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$853B

0–0level

End-of-day Nov 6, 2026