Compare · 2 funds side by side · dividends reinvested

IVV and IBAT

IVViShares×IBATiShares×

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 IBAT, 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%$853B1.1

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.91%+16.6%+3.9%[…][…]−30.7%33.3%$51M1.8

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 · IBAT 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

IBAT

iShares Energy Storage & Materials ETF · $51M[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

IVVMeasureIBAT

+8.7%Year to dateJan 1 → Nov 6+16.6%

+9.8%1 yearTotal return+3.9%

+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 · $47 a year on $10k · lower is better0.47%

1.14%Trailing 12-mo yield$114 · $91 a year on $10k0.91%

−8.9%Worst dropSmaller is better−30.7%

13.6%VolatilityLower is calmer33.3%

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

5–1IVV 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 IBAT: Top 5 Holdings

Today

IVV

27.8%in top 5

IBAT

in top 534.6%

IVVStockIBAT

7.9%AAPLnot top 5

not top 5AI.PA7.9%

not top 5APD7.6%

not top 5BAS.DE7.3%

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5BE6.2%

not top 56762.T5.5%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.8%

End-of-day Nov 6, 2026 · share of each fund

IVV vs IBAT Returns, Every Period

iSharesIVV

+9.8%

past year

IBATiShares

+3.9%

past year

IVVIBATFaded: behind in that period

1–1Level

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

Core vs Sector: IVV vs IBAT

YTD

iSharesIVV

+8.7%

IBATiShares

+16.6%

+8.7%Year to date+16.6%

−8.9%Worst drop · 1Y−30.7%

13.6%Volatility · 1Y33.3%

1.1%Yield0.9%

$853BAssets$50.5M

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, IBAT

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IBAT0.47%$47

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

Yields: IVV, IBAT

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

IBAT0.91%$91

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

IBAT$91 − $47 = $44

KeptFee

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

Overlap: IVV, IBAT

Today

0.8%most shared, IVV and IBAT

IVVIBAT

IVV—0.8%

IBAT0.8%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

IBATWorst drop−30.7%33.3% vol

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

Paid More vs Made More

YTD

IVVIBAT

+8.7%Year to date+16.6%

1.1%Yield0.9%

+9.8%Past year+3.9%

0.03%Fee0.47%

3–1IVV wins

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$853B

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