Compare · 2 funds side by side · dividends reinvested

IVV and CAAA

IVViShares×CAAAFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

IVV and CAAA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.4

First Trust AAA CMBS ETFUnsorted0.30%4.76%+1.2%+1.9%[…][…]−2.3%3.1%$35M1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · CAAA 2024

Head to Head

Swap sides Versus in desk

Head to Head

First Trust AAA CMBS ETF · $35M[…]

CAAA

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested

CAAAMeasureIVV

+1.2%Year to dateJan 1 → Nov 9+11.3%

+1.9%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

4.76%Trailing 12-mo yield$476 · $111 a year on $10k1.11%

−2.3%Worst dropSmaller is better−8.9%

3.1%VolatilityLower is calmer13.8%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAAA vs IVV: Top 5 Holdings

Today

CAAA

[…]in top 5

IVV

in top 527.8%

CAAAStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

CAAA vs IVV Returns, Every Period

First TrustCAAA

+1.9%

past year

IVViShares

+13.6%

past year

CAAAIVVFaded: behind in that period

0–2IVV wins

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

Unsorted vs Core: CAAA vs IVV

YTD

First TrustCAAA

+1.2%

IVViShares

+11.3%

+1.2%Year to date+11.3%

−2.3%Worst drop · 1Y−8.9%

3.1%Volatility · 1Y13.8%

4.8%Yield1.1%

$35.0MAssets$853B

3–1CAAA wins

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

Cost, Income and Risk

Fees: IVV, CAAA

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CAAA0.30%$30

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

Yields: IVV, CAAA

4.76%highest, CAAA

FundTrailing yieldYield$10k

CAAA4.76%$476

IVV1.11%$111

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

Income After Fees on $10,000

$446most kept, CAAA

CAAA$476 − $30 = $446

IVV$111 − $3 = $108

KeptFee

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

Overlap: IVV, CAAA

Today

[…]holdings […]

IVVCAAA

IVV—[…]

CAAA[…]—

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

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

CAAAWorst drop−2.3%3.1% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

CAAAIVV

+1.2%Year to date+11.3%

4.8%Yield1.1%

+1.9%Past year+13.6%

0.30%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026