Compare · 2 funds side by side · dividends reinvested

LST and IVV

LSTLeuthold×IVViShares×

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

LST and IVV, 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%$875B1.4

Leuthold Select Industries ETFUnsorted0.65%1.15%+16.6%+20.7%[…][…]−10.8%15.7%$209M1.5

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: LST 2000 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Leuthold Select Industries ETF · $209M[…]

LST

IVV

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

$10,000 five years ago, dividends reinvested · they hold 19.8% in common

LSTMeasureIVV

+16.6%Year to dateJan 1 → Nov 9+11.3%

+20.7%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

1.15%Trailing 12-mo yield$115 · $111 a year on $10k1.11%

−10.8%Worst dropSmaller is better−8.9%

15.7%VolatilityLower is calmer13.8%

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

3–3Level

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

More Ways to See the Pairs

LST vs IVV: Top 5 Holdings

Today

LST

10.1%in top 5

IVV

in top 527.8%

LSTStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

2.2%MSFT6.2%

not top 5AMZN4.0%

1.8%GOOGL2.6%

2.3%CAHnot top 5

2.2%MCKnot top 5

1.7%AMDnot top 5

Held in common19.8%

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

LST vs IVV Returns, Every Period

LeutholdLST

+20.7%

past year

IVViShares

+13.6%

past year

LSTIVVFaded: behind in that period

2–0LST wins

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

Unsorted vs Core: LST vs IVV

YTD

LeutholdLST

+16.6%

IVViShares

+11.3%

+16.6%Year to date+11.3%

−10.8%Worst drop · 1Y−8.9%

15.7%Volatility · 1Y13.8%

1.2%Yield1.1%

$209MAssets$875B

2–2level

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

Cost, Income and Risk

Fees: LST, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

LST0.65%$65

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

Yields: LST, IVV

1.15%highest, LST

FundTrailing yieldYield$10k

LST1.15%$115

IVV1.11%$111

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

LST$115 − $65 = $50

KeptFee

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

Overlap: LST, IVV

Today

19.8%most shared, LST and IVV

LSTIVV

LST—19.8%

IVV19.8%—

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

Return vs Bumpiness: 2 ETFs

+20.7%LST, at 15.7% volatility

IVVWorst drop−8.9%13.8% vol

LSTWorst drop−10.8%15.7% vol

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

Paid More vs Made More

YTD

LSTIVV

+16.6%Year to date+11.3%

1.2%Yield1.1%

+20.7%Past year+13.6%

0.65%Fee0.03%

3–1LST 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