Compare · 2 funds side by side · dividends reinvested

IVV and IDEF

IVViShares×IDEFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,118IVV · best of the two

02 / 04

IVV and IDEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.0

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.5%−7.9%[…][…]−19.2%23.4%$3.6B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · IDEF 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.6B[…]

IDEF

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

IDEFMeasureIVV

−3.5%Year to dateJan 1 → Nov 4+13.4%

−7.9%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

0.36%Trailing 12-mo yield$36 · $109 a year on $10k1.09%

−19.2%Worst dropSmaller is better−8.9%

23.4%VolatilityLower is calmer12.9%

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

0–6IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDEF vs IVV: Top 5 Holdings

Today

IDEF

24.9%in top 5

IVV

in top 527.3%

IDEFStockIVV

not top 5NVDA7.7%

not top 5AAPL7.4%

7.4%RTXnot top 5

not top 5MSFT5.9%

5.4%LMTnot top 5

4.4%GDnot top 5

3.9%NOCnot top 5

not top 5AMZN3.8%

3.8%HO.PAnot top 5

not top 5GOOGL2.5%

Held in common7.5%

End-of-day Nov 4, 2026 · share of each fund

IDEF vs IVV Returns, Every Period

iSharesIDEF

−7.9%

past year

IVViShares

+13.5%

past year

IDEFIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Core: IDEF vs IVV

YTD

iSharesIDEF

−3.5%

IVViShares

+13.4%

−3.5%Year to date+13.4%

−19.2%Worst drop · 1Y−8.9%

23.4%Volatility · 1Y12.9%

0.4%Yield1.1%

$3.6BAssets$887B

4–0IVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, IDEF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IDEF0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, IDEF

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

IDEF0.36%$36

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, IDEF

Today

7.5%most shared, IVV and IDEF

IVVIDEF

IVV—7.5%

IDEF7.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

IVVWorst drop−8.9%12.9% vol

IDEFWorst drop−19.2%23.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IVVIDEF

+13.4%Year to date−3.5%

1.1%Yield0.4%

+13.5%Past year−7.9%

0.03%Fee0.55%

4–0IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026