Compare · 2 funds side by side · dividends reinvested

IVV and USEP

IVViShares×USEPInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

IVV and USEP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.3

Innovator U.S. Equity Ultra Buffer ETFDefined Outcome · Buffer0.79%0.00%+6.2%+7.8%+12.5%+8.0%−4.0%6.1%$241M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · USEP 2019

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Ultra Buffer ETF · $241M$14,680

USEP

IVV

iShares Core S&P 500 ETF · $875B$17,545

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

USEPMeasureIVV

+6.2%Year to dateJan 1 → Nov 9+11.3%

+7.8%1 yearTotal return+13.6%

+12.5%3 years · per year$10,000 became $14,230 · $18,159+22.0%

+8.0%5 years · per year$10,000 became $14,680 · $17,545+11.9%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $111 a year on $10k1.11%

−4.0%Worst dropSmaller is better−8.9%

6.1%VolatilityLower is calmer13.8%

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

2–6IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USEP vs IVV: Top 5 Holdings

Today

USEP

96.2%in top 5

IVV

in top 527.8%

USEPStockIVV

96.2%VOOnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

USEP vs IVV Returns, Every Period

InnovatorUSEP

+8.0%

5 years, per year

IVViShares

+11.9%

5 years, per year

USEPIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: USEP vs IVV

YTD

InnovatorUSEP

+6.2%

IVViShares

+11.3%

+6.2%Year to date+11.3%

−4.0%Worst drop · 1Y−8.9%

6.1%Volatility · 1Y13.8%

0.0%Yield1.1%

$241MAssets$875B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, USEP

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

USEP0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, USEP

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

USEP0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

USEP$0 − $79 = −$79

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, USEP

Today

0.0%most shared, IVV and USEP

IVVUSEP

IVV—0.0%

USEP0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

USEPWorst drop−4.0%6.1% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVUSEP

+11.3%Year to date+6.2%

1.1%Yield0.0%

+13.6%Past year+7.8%

0.03%Fee0.79%

4–0IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026