Compare · 4 funds side by side · dividends reinvested

IVV, SHM, BND and VTI

IVViShares×SHMSPDR×BNDVanguard×VTIVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

IVV, SHM, BND 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%$850B2.0

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%$689B2.4

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.0%+3.4%+1.1%−2.7%1.8%$3.5B2.6

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.6

Rank among the four1st → 4thFee, 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 · SHM 2007 · BND 2007 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,564

$10,000 five years ago, dividends reinvested

IVVMeasureSHM

+8.7%Year to dateJan 1 → Nov 6+1.4%

+9.8%1 yearTotal return+2.0%

+21.8%3 years · per year$10,000 became $18,084 · $11,042+3.4%

+11.4%5 years · per year$10,000 became $17,177 · $10,564+1.1%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.14%Trailing 12-mo yield$114 · $270 a year on $10k2.70%

−8.9%Worst dropSmaller is better−2.7%

13.6%VolatilityLower is calmer1.8%

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

5–3IVV 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 SHM: Top 5 Holdings

Today

IVV

27.8%in top 5

SHM

in top 5[…]

IVVStockSHM

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs SHM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

IVVSHMFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs BND

YTD

iSharesIVV

+8.7%

BNDVanguard

−0.0%

+8.7%Year to date−0.0%

−8.9%Worst drop · 1Y−4.5%

13.6%Volatility · 1Y4.0%

1.1%Yield4.1%

$850BAssets$161B

3–1BND wins

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

Cost, Income and Risk

Fees: IVV, SHM, BND, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BND0.03%$3

VTI0.03%$3

SHM0.20%$20

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

Yields: IVV, SHM, BND, VTI

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

SHM2.70%$270

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

SHM$270 − $20 = $250

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: IVV, SHM, BND, VTI

Today

85.5%most shared, IVV and VTI

IVVSHMBNDVTI

IVV—[…][…]85.5%

SHM[…]—[…][…]

BND[…][…]—[…]

VTI85.5%[…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.9%VTI, at 13.7% volatility

SHMWorst drop−2.7%1.8% vol

BNDWorst drop−4.5%4.0% 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

BNDVTI

−0.0%Year to date+8.9%

4.1%Yield1.1%

+0.6%Past year+9.9%

0.03%Fee0.03%

2–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026