Compare · 3 funds side by side · dividends reinvested

MSSS, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

MSSS, IVV and VOO, 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%$850B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

Monarch Select Subsector ETFUnsorted1.42%0.19%+23.7%+25.3%[…][…]−10.2%14.0%$154M2.3

Rank among the three1st → 3rdFee, 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: MSSS 2024 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Select Subsector ETF · $154M[…]

MSSS

IVV

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

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

MSSSMeasureIVV

+23.7%Year to dateJan 1 → Nov 6+8.7%

+25.3%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

1.42%Expense ratio$142 · $3 a year on $10k · lower is better0.03%

0.19%Trailing 12-mo yield$19 · $114 a year on $10k1.14%

−10.2%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer13.6%

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

2–4IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSSS vs IVV: Top 5 Holdings

Today

MSSS

51.7%in top 5

IVV

in top 527.8%

MSSSStockIVV

10.7%IHInot top 5

10.5%KBWPnot top 5

10.3%ITBnot top 5

10.1%KIEnot top 5

10.0%IHFnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

MSSS vs IVV Returns, Every Period

MonarchMSSS

+25.3%

past year

IVViShares

+9.8%

past year

MSSSIVVFaded: behind in that period

2–0MSSS wins

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

Unsorted vs Core: MSSS vs IVV

YTD

MonarchMSSS

+23.7%

IVViShares

+8.7%

+23.7%Year to date+8.7%

−10.2%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y13.6%

0.2%Yield1.1%

$154MAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: MSSS, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

MSSS1.42%$142

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

Yields: MSSS, IVV, VOO

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

MSSS0.19%$19

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

MSSS$19 − $142 = −$123

KeptFee

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

Overlap: MSSS, IVV, VOO

Today

92.2%most shared, IVV and VOO

MSSSIVVVOO

MSSS—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.3%MSSS, at 14.0% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

MSSSWorst drop−10.2%14.0% vol

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

Paid More vs Made More

YTD

IVVMSSS

+8.7%Year to date+23.7%

1.1%Yield0.2%

+9.8%Past year+25.3%

0.03%Fee1.42%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026