Compare · 3 funds side by side · dividends reinvested

IVV, SHDG and VTI

IVViShares×SHDGSoundWatch Capital×VTIVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,265IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

IVV, SHDG and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+11.8%+21.3%+10.4%−8.9%13.9%$689B1.9

Soundwatch Hedged Equity ETFDefined Outcome · Hedged equity1.01%0.48%+2.7%+3.3%+12.9%[…]−6.6%9.1%$156M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: IVV 2000 · SHDG 2022 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,265

IVV

SHDG

Soundwatch Hedged Equity ETF · $156M[…]

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

IVVMeasure

More Ways to See the Pairs

IVV vs SHDG: Top 5 Holdings

Today

IVV

26.8%in top 5

SHDG

in top 596.7%

IVVStockSHDG

not top 5IVV96.7%

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

Cost, Income and Risk

Fees: IVV, SHDG, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

SHDG1.01%$101

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IVV, SHDG, VTI

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SHDG

+11.5%Year to dateJan 1 → Nov 13+2.7%

+11.6%1 yearTotal return+3.3%

+21.5%3 years · per year$10,000 became $17,931 · $14,392+12.9%

+11.5%5 years · per year$10,000 became $17,265 · […][…]

0.03%Expense ratio$3 · $101 a year on $10k · lower is better1.01%

1.11%Trailing 12-mo yield$111 · $48 a year on $10k0.48%

−8.9%Worst dropSmaller is better−6.6%

13.8%VolatilityLower is calmer9.1%

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

5–2IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

IVV vs SHDG Returns, Every Period

1Y

iSharesIVV

+11.6%

past year

SHDGSoundWatch Capital

+3.3%

past year

IVVSHDGFaded: behind in that period

3–0IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IVV vs VTI

YTD

iSharesIVV

+11.5%

VTIVanguard

+11.6%

+11.5%Year to date+11.6%

−8.9%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.9%

1.1%Yield1.1%

$875BAssets$689B

1–1level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VTI1.06%$106

SHDG0.48%$48

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

VTI$106 − $3 = $103

SHDG$48 − $101 = −$53

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IVV, SHDG, VTI

Today

86.3%most shared, IVV and VTI

IVVSHDGVTI

IVV—0.0%86.3%

SHDG0.0%—0.0%

VTI86.3%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.8%VTI, at 13.9% volatility

SHDGWorst drop−6.6%9.1% vol

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVTI

+11.5%Year to date+11.6%

1.1%Yield1.1%

+11.6%Past year+11.8%

0.03%Fee0.03%

2–0VTI wins

End-of-day Nov 13, 2026

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.8B

2–0VTI wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

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IVV, SHDG and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three