Compare · 2 funds side by side · dividends reinvested

PLIB and IVV

PLIBDirexion×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 03

PLIB 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%$887B1.1

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFThematic Income · A single stock0.99%14.91%[…][…][…][…][…][…]$3M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: PLIB 2026 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETF · $3M[…]

PLIB

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

PLIBMeasureIVV

[…]Year to dateJan 1 → Nov 5+13.4%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.99%Expense ratio$99 · $3 a year on $10k · lower is better0.03%

14.91%Trailing 12-mo yield$1,491 · $109 a year on $10k1.09%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.9%

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

1–1Level

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

More Ways to See the Pairs

PLIB vs IVV: Top 5 Holdings

Today

PLIB

3.4%in top 5

IVV

in top 527.7%

PLIBStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.4%PLTRnot top 5

not top 5GOOGL2.6%

Held in common0.6%

End-of-day Nov 5, 2026 · share of each fund

PLIB vs IVV Returns, Every Period

DirexionPLIB

[…]

past year

IVViShares

+13.5%

past year

Returns […]

PLIBIVVFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: PLIB vs IVV

YTD

DirexionPLIB

[…]

IVViShares

+13.4%

[…]Year to date+13.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

14.9%Yield1.1%

$2.8MAssets$887B

1–0PLIB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PLIB, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PLIB0.99%$99

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PLIB, IVV

14.91%highest, PLIB

FundTrailing yieldYield$10k

PLIB14.91%$1,491

IVV1.09%$109

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,392most kept, PLIB

PLIB$1,491 − $99 = $1,392

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PLIB, IVV

Today

0.6%most shared, PLIB and IVV

PLIBIVV

PLIB—0.6%

IVV0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

IVVWorst drop−8.9%12.9% vol

PLIBWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PLIBIVV

[…]Year to date+13.4%

14.9%Yield1.1%

[…]Past year+13.5%

0.99%Fee0.03%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026