Compare · 3 funds side by side · dividends reinvested

IVV, FDAT and VTI

IVViShares×FDATTactical Funds×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, FDAT 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

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

Tactical Advantage ETFUnsorted0.74%6.14%+1.1%+1.3%+9.3%[…]−6.3%10.4%$35M2.1

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 · FDAT 2023 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

FDAT

Tactical Advantage ETF · $35M[…]

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

IVVMeasureFDAT

+8.7%Year to dateJan 1 → Nov 6+1.1%

+9.8%1 yearTotal return+1.3%

+21.8%3 years · per year$10,000 became $18,084 · $13,067+9.3%

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $74 a year on $10k · lower is better0.74%

1.14%Trailing 12-mo yield$114 · $614 a year on $10k6.14%

−8.9%Worst dropSmaller is better−6.3%

13.6%VolatilityLower is calmer10.4%

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

4–3IVV 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 FDAT: Top 5 Holdings

Today

IVV

27.8%in top 5

FDAT

in top 545.3%

IVVStockFDAT

not top 5VOE12.4%

not top 5SPYV12.3%

not top 5XLI8.0%

not top 5VUG8.0%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5RSPD4.6%

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 FDAT Returns, Every Period

iSharesIVV

+9.8%

past year

FDATTactical Funds

+1.3%

past year

IVVFDATFaded: behind in that period

3–0IVV wins

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

Core vs Unsorted: IVV vs FDAT

YTD

iSharesIVV

+8.7%

FDATTactical Funds

+1.1%

+8.7%Year to date+1.1%

−8.9%Worst drop · 1Y−6.3%

13.6%Volatility · 1Y10.4%

1.1%Yield6.1%

$853BAssets$35.1M

3–1FDAT wins

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

Cost, Income and Risk

Fees: IVV, FDAT, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

FDAT0.74%$74

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

Yields: IVV, FDAT, VTI

6.14%highest, FDAT

FundTrailing yieldYield$10k

FDAT6.14%$614

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$540most kept, FDAT

FDAT$614 − $74 = $540

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: IVV, FDAT, VTI

Today

85.5%most shared, IVV and VTI

IVVFDATVTI

IVV—0.0%85.5%

FDAT0.0%—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

FDATWorst drop−6.3%10.4% 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

FDATVTI

+1.1%Year to date+8.9%

6.1%Yield1.1%

+1.3%Past year+9.9%

0.74%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%

$182BAssets$819B

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