Compare · 2 funds side by side · dividends reinvested

IVV and UX

IVViShares×UXRoundhill×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,398IVV · best of the two

Story of the two · IncomeMost incomeUX · 1.67% · $167 a year on $10k

Story of the two · RiskSmallest drop

IVV and UX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.1

Roundhill Investments - Uranium ETFThematic · Nuclear & uranium0.77%1.67%−11.7%−5.5%[…][…]−28.5%32.3%$4M1.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: IVV 2000 · UX 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Roundhill Investments - Uranium ETF · $4M[…]

UX

IVV

iShares Core S&P 500 ETF · $883B$17,398

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

UXMeasureIVV

−11.7%

More Ways to See the Pairs

UX vs IVV: Top 5 Holdings

Today

UX

108.0%in top 5

IVV

in top 526.8%

UXStockIVV

83.9%912797VAnot top 5

19.9%U-U.TOnot top 5

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT

Cost, Income and Risk

Fees: IVV, UX

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

UX0.77%$77

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IVV, UX

1Y

1.67%highest, UX

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Year to date

Jan 1 → Nov 12

+12.0%

−5.5%1 yearTotal return+12.2%

[…]3 years · per year$10,000 became […] · $18,019+21.7%

[…]5 years · per year$10,000 became […] · $17,398+11.7%

0.77%Expense ratio$77 · $3 a year on $10k · lower is better0.03%

1.67%Trailing 12-mo yield$167 · $110 a year on $10k1.10%

−28.5%Worst dropSmaller is better−8.9%

32.3%VolatilityLower is calmer13.7%

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

1–5IVV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.9%

4.2%FGXXXnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

UX vs IVV Returns, Every Period

1Y

RoundhillUX

−5.5%

past year

IVViShares

+12.2%

past year

UXIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Core: UX vs IVV

YTD

RoundhillUX

−11.7%

IVViShares

+12.0%

−11.7%Year to date+12.0%

−28.5%Worst drop · 1Y−8.9%

32.3%Volatility · 1Y13.7%

1.7%Yield1.1%

$4.4MAssets$883B

3–1IVV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

UX1.67%$167

IVV1.10%$110

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

UX$167 − $77 = $90

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVV, UX

Today

0.0%most shared, IVV and UX

IVVUX

IVV—0.0%

UX0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.2%IVV, at 13.7% volatility

IVVWorst drop−8.9%13.7% vol

UXWorst drop−28.5%32.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

UXIVV

−11.7%Year to date+12.0%

1.7%Yield1.1%

−5.5%Past year+12.2%

0.77%Fee0.03%

3–1IVV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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IVV and UX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two