Compare · 3 funds side by side · dividends reinvested

PBD, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

PBD, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.9

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.63%−1.3%−4.8%+8.2%−10.2%−32.7%26.1%$98M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PBD 2007 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Clean Energy ETF · $98M$5,855

PBD

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

PBDMeasureVOO

−1.3%Year to dateJan 1 → Nov 4+13.4%

−4.8%1 yearTotal return+13.5%

+8.2%3 years · per year$10,000 became $12,677 · $19,172+24.2%

−10.2%5 years · per year$10,000 became $5,855 · $18,115+12.6%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

1.63%Trailing 12-mo yield$163 · $105 a year on $10k1.05%

−32.7%Worst dropSmaller is better−8.9%

26.1%VolatilityLower is calmer12.8%

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

1–7VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBD vs VOO: Top 5 Holdings

Today

PBD

6.5%in top 5

VOO

in top 528.3%

PBDStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.4%SESnot top 5

1.3%VER.VInot top 5

1.3%020150.Knot top 5

1.3%LAND.SWnot top 5

1.3%NIBE-B.Snot top 5

Held in common0.2%

End-of-day Nov 4, 2026 · share of each fund

PBD vs VOO Returns, Every Period

InvescoPBD

−10.2%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

PBDVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Core: PBD vs IVV

YTD

InvescoPBD

−1.3%

IVViShares

+13.4%

−1.3%Year to date+13.4%

−32.7%Worst drop · 1Y−8.9%

26.1%Volatility · 1Y12.9%

1.6%Yield1.1%

$98.0MAssets$872B

3–1IVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBD, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

PBD0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PBD, VOO, IVV

1.63%highest, PBD

FundTrailing yieldYield$10k

PBD1.63%$163

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

PBD$163 − $75 = $88

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PBD, VOO, IVV

Today

94.5%most shared, VOO and IVV

PBDVOOIVV

PBD—0.2%0.2%

VOO0.2%—94.5%

IVV0.2%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

PBDWorst drop−32.7%26.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PBDIVV

−1.3%Year to date+13.4%

1.6%Yield1.1%

−4.8%Past year+13.5%

0.75%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026