Compare · 2 funds side by side · dividends reinvested

MORT and IVV

MORTVanEck×IVViShares×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,265IVV · best of the two

Story of the two · IncomeMost incomeMORT · 19.82% · $1,982 a year on $10k

Story of the two · RiskSmallest drop

MORT 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%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.1

VanEck Mortgage REIT Income ETFBonds & Cash · Mortgage0.43%19.82%−23.1%−20.3%−0.5%−7.5%−29.5%19.2%$297M1.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: MORT 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,265

IVV

MORT

VanEck Mortgage REIT Income ETF · $297M$6,757

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

IVVMeasureMORT

+11.5%

More Ways to See the Pairs

IVV vs MORT: Top 5 Holdings

Today

IVV

26.8%in top 5

MORT

in top 553.9%

IVVStockMORT

not top 5NLY19.7%

not top 5AGNC15.4%

7.9%AAPLnot top 5

not top 5RITM7.1%

6.4%NVDAnot top 5

Cost, Income and Risk

Fees: MORT, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MORT0.43%$43

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: MORT, IVV

1Y

19.82%highest, MORT

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 13

−23.1%

+11.6%1 yearTotal return−20.3%

+21.5%3 years · per year$10,000 became $17,931 · $9,836−0.5%

+11.5%5 years · per year$10,000 became $17,265 · $6,757−7.5%

0.03%Expense ratio$3 · $43 a year on $10k · lower is better0.43%

1.11%Trailing 12-mo yield$111 · $1,982 a year on $10k19.82%

−8.9%Worst dropSmaller is better−29.5%

13.8%VolatilityLower is calmer19.2%

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

7–1IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5STWD6.3%

5.9%MSFTnot top 5

not top 5DX5.4%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

IVV vs MORT Returns, Every Period

5Y

iSharesIVV

+11.5%

5 years, per year

MORTVanEck

−7.5%

5 years, per year

IVVMORTFaded: behind in that period

4–0IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs MORT

YTD

iSharesIVV

+11.5%

MORTVanEck

−23.1%

+11.5%Year to date−23.1%

−8.9%Worst drop · 1Y−29.5%

13.8%Volatility · 1Y19.2%

1.1%Yield19.8%

$875BAssets$297M

3–1IVV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

MORT19.82%$1,982

IVV1.11%$111

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,939most kept, MORT

MORT$1,982 − $43 = $1,939

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: MORT, IVV

Today

0.0%most shared, MORT and IVV

MORTIVV

MORT—0.0%

IVV0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

MORTWorst drop−29.5%19.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

MORTIVV

−23.1%Year to date+11.5%

19.8%Yield1.1%

−20.3%Past year+11.6%

0.43%Fee0.03%

3–1IVV wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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MORT and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two