Compare · 2 funds side by side · dividends reinvested

IVV and CLSM

IVViShares×CLSMCabana×

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 CLSM, 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%$850B1.4

ETC Cabana Target Leading Sector Moderate ETFUnsorted0.13%0.80%+12.6%+13.0%+10.4%+0.2%−8.5%15.7%$95M1.6

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 · CLSM 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

CLSM

ETC Cabana Target Leading Sector Moderate ETF · $95M$10,093

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

IVVMeasureCLSM

+8.7%Year to dateJan 1 → Nov 6+12.6%

+9.8%1 yearTotal return+13.0%

+21.8%3 years · per year$10,000 became $18,084 · $13,448+10.4%

+11.4%5 years · per year$10,000 became $17,177 · $10,093+0.2%

0.03%Expense ratio$3 · $13 a year on $10k · lower is better0.13%

1.14%Trailing 12-mo yield$114 · $80 a year on $10k0.80%

−8.9%Worst dropSmaller is better−8.5%

13.6%VolatilityLower is calmer15.7%

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

5–3IVV 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 CLSM: Top 5 Holdings

Today

IVV

27.8%in top 5

CLSM

in top 599.5%

IVVStockCLSM

not top 5ILF30.6%

not top 5XLU30.6%

not top 5XLK28.3%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5AAAU5.3%

not top 5XLE4.7%

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 CLSM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

CLSMCabana

+0.2%

5 years, per year

IVVCLSMFaded: behind in that period

2–2Level

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

Core vs Unsorted: IVV vs CLSM

YTD

iSharesIVV

+8.7%

CLSMCabana

+12.6%

+8.7%Year to date+12.6%

−8.9%Worst drop · 1Y−8.5%

13.6%Volatility · 1Y15.7%

1.1%Yield0.8%

$850BAssets$94.9M

2–2level

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

Cost, Income and Risk

Fees: IVV, CLSM

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CLSM0.13%$13

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

Yields: IVV, CLSM

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

CLSM0.80%$80

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

CLSM$80 − $13 = $67

KeptFee

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

Overlap: IVV, CLSM

Today

0.0%most shared, IVV and CLSM

IVVCLSM

IVV—0.0%

CLSM0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.0%CLSM, at 15.7% volatility

IVVWorst drop−8.9%13.6% vol

CLSMWorst drop−8.5%15.7% vol

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

Paid More vs Made More

YTD

IVVCLSM

+8.7%Year to date+12.6%

1.1%Yield0.8%

+9.8%Past year+13.0%

0.03%Fee0.13%

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