Compare · 3 funds side by side · dividends reinvested

IVV, FIXD and VOO

IVViShares×FIXDFirst Trust×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

IVV, FIXD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

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%$853B1.9

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.81%−1.1%−0.8%+4.9%−0.7%−5.4%4.4%$2.8B2.3

Rank among the three1st → 3rdFee, 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 · FIXD 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,659

FIXD

IVV

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

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

FIXDMeasureIVV

−1.1%Year to dateJan 1 → Nov 9+8.7%

−0.8%1 yearTotal return+9.8%

+4.9%3 years · per year$10,000 became $11,533 · $18,084+21.8%

−0.7%5 years · per year$10,000 became $9,659 · $17,177+11.4%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

4.81%Trailing 12-mo yield$481 · $114 a year on $10k1.14%

−5.4%Worst dropSmaller is better−8.9%

4.4%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

FIXD vs IVV: Top 5 Holdings

Today

FIXD

0.3%in top 5

IVV

in top 527.8%

FIXDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common0.0%

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

FIXD vs IVV Returns, Every Period

First TrustFIXD

−0.7%

5 years, per year

IVViShares

+11.4%

5 years, per year

FIXDIVVFaded: behind in that period

0–4IVV wins

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

Bonds vs Core: FIXD vs IVV

YTD

First TrustFIXD

−1.1%

IVViShares

+8.7%

−1.1%Year to date+8.7%

−5.4%Worst drop · 1Y−8.9%

4.4%Volatility · 1Y13.6%

4.8%Yield1.1%

$2.8BAssets$853B

3–1FIXD wins

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

Cost, Income and Risk

Fees: IVV, FIXD, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

FIXD0.65%$65

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

Yields: IVV, FIXD, VOO

4.81%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.81%$481

IVV1.14%$114

VOO1.07%$107

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

Income After Fees on $10,000

$416most kept, FIXD

FIXD$481 − $65 = $416

IVV$114 − $3 = $111

VOO$107 − $3 = $104

KeptFee

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

Overlap: IVV, FIXD, VOO

Today

92.2%most shared, IVV and VOO

IVVFIXDVOO

IVV—0.0%92.2%

FIXD0.0%—0.0%

VOO92.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

FIXDWorst drop−5.4%4.4% vol

IVVWorst drop−8.9%13.6% vol

VOOWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

FIXDVOO

−1.1%Year to date+11.3%

4.8%Yield1.1%

−0.8%Past year+13.6%

0.65%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026