Compare · 2 funds side by side · dividends reinvested

IVV and SMST

IVViShares×SMSTDefiance×

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 SMST, 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%$850B1.0

Defiance Daily Target 2x Short MSTR ETFSingle-Stock Leverage1.38%0.00%−83.1%−61.2%[…][…]−92.5%177.4%$26M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · SMST 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SMST

Defiance Daily Target 2x Short MSTR ETF · $26M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureSMST

+8.7%Year to dateJan 1 → Nov 6−83.1%

+9.8%1 yearTotal return−61.2%

+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 · $138 a year on $10k · lower is better1.38%

1.14%Trailing 12-mo yield$114 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−92.5%

13.6%VolatilityLower is calmer177.4%

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

6–0IVV 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 SMST: Top 5 Holdings

Today

IVV

27.8%in top 5

SMST

in top 5[…]

IVVStockSMST

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 SMST Returns, Every Period

iSharesIVV

+9.8%

past year

SMSTDefiance

−61.2%

past year

IVVSMSTFaded: behind in that period

2–0IVV wins

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

Core vs Single-Stock Leverage: IVV vs SMST

YTD

iSharesIVV

+8.7%

SMSTDefiance

−83.1%

+8.7%Year to date−83.1%

−8.9%Worst drop · 1Y−92.5%

13.6%Volatility · 1Y177.4%

1.1%Yield0.0%

$850BAssets$25.5M

4–0IVV wins

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

Cost, Income and Risk

Fees: IVV, SMST

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SMST1.38%$138

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

Yields: IVV, SMST

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SMST0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SMST$0 − $138 = −$138

KeptFee

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

Overlap: IVV, SMST

Today

[…]holdings […]

IVVSMST

IVV—[…]

SMST[…]—

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

SMSTWorst drop−92.5%177.4% vol

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

Paid More vs Made More

YTD

IVVSMST

+8.7%Year to date−83.1%

1.1%Yield0.0%

+9.8%Past year−61.2%

0.03%Fee1.38%

4–0IVV 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$850B

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