Compare · 4 funds side by side · dividends reinvested

IVV, CPST, VOO and VUG

IVViShares×CPSTCalamos×VOOVanguard×VUGVanguard×

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

02 / 04

IVV, CPST, VOO and VUG, 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%$853B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

Calamos S&P 500 Structured Alt Protection ETF - SeptemberUS Stock Styles · Large cap0.69%0.00%+3.7%+4.4%[…][…]−1.4%2.3%$41M2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

Rank among the four1st → 4thFee, 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 · CPST 2024 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

CPST

Calamos S&P 500 Structured Alt Protection ETF - September · $41M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureCPST

+8.7%Year to dateJan 1 → Nov 6+3.7%

+9.8%1 yearTotal return+4.4%

+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 · $69 a year on $10k · lower is better0.69%

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

−8.9%Worst dropSmaller is better−1.4%

13.6%VolatilityLower is calmer2.3%

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

4–2IVV 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 CPST: Top 5 Holdings

Today

IVV

27.8%in top 5

CPST

in top 5[…]

IVVStockCPST

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 CPST Returns, Every Period

iSharesIVV

+9.8%

past year

CPSTCalamos

+4.4%

past year

IVVCPSTFaded: behind in that period

2–0IVV wins

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

IVV vs VOO

YTD

iSharesIVV

+8.7%

VOOVanguard

+8.7%

+8.7%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.5%

1.1%Yield1.1%

$853BAssets$1.00T

1–0VOO wins

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

Cost, Income and Risk

Fees: IVV, CPST, VOO, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

VUG0.03%$3

CPST0.69%$69

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

Yields: IVV, CPST, VOO, VUG

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

VUG0.42%$42

CPST0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

VUG$42 − $3 = $39

CPST$0 − $69 = −$69

KeptFee

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

Overlap: IVV, CPST, VOO, VUG

Today

92.2%most shared, IVV and VOO

IVVCPSTVOOVUG

IVV—[…]92.2%54.8%

CPST[…]—[…][…]

VOO92.2%[…]—58.2%

VUG54.8%[…]58.2%—

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

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

CPSTWorst drop−1.4%2.3% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IVVVOO

+8.7%Year to date+8.7%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.03%

0–0level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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