Compare · 2 funds side by side · dividends reinvested

MSTB and IVV

MSTBLittle Harbor Advisors×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

MSTB and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.3

LHA Market State Tactical Beta ETFUnsorted1.40%0.39%+5.3%+4.3%+18.8%+6.7%−7.8%12.3%$188M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: MSTB 2020 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

LHA Market State Tactical Beta ETF · $188M$13,806

MSTB

IVV

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

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

MSTBMeasureIVV

+5.3%Year to dateJan 1 → Nov 6+8.7%

+4.3%1 yearTotal return+9.8%

+18.8%3 years · per year$10,000 became $16,756 · $18,084+21.8%

+6.7%5 years · per year$10,000 became $13,806 · $17,177+11.4%

1.40%Expense ratio$140 · $3 a year on $10k · lower is better0.03%

0.39%Trailing 12-mo yield$39 · $114 a year on $10k1.14%

−7.8%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer13.6%

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

2–6IVV wins

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

More Ways to See the Pairs

MSTB vs IVV: Top 5 Holdings

Today

MSTB

76.5%in top 5

IVV

in top 527.8%

MSTBStockIVV

76.5%SPYnot 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

MSTB vs IVV Returns, Every Period

Little Harbor AdvisorsMSTB

+6.7%

5 years, per year

IVViShares

+11.4%

5 years, per year

MSTBIVVFaded: behind in that period

0–4IVV wins

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

Unsorted vs Core: MSTB vs IVV

YTD

Little Harbor AdvisorsMSTB

+5.3%

IVViShares

+8.7%

+5.3%Year to date+8.7%

−7.8%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y13.6%

0.4%Yield1.1%

$188MAssets$850B

2–2level

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

Cost, Income and Risk

Fees: MSTB, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MSTB1.40%$140

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

Yields: MSTB, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

MSTB0.39%$39

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

MSTB$39 − $140 = −$101

KeptFee

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

Overlap: MSTB, IVV

Today

0.0%most shared, MSTB and IVV

MSTBIVV

MSTB—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

MSTBWorst drop−7.8%12.3% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVMSTB

+8.7%Year to date+5.3%

1.1%Yield0.4%

+9.8%Past year+4.3%

0.03%Fee1.40%

4–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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