Compare · 2 funds side by side · dividends reinvested

RAFE and IVV

RAFEPIMCO×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,275RAFE · best of the two

02 / 04

RAFE and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI ESG U.S. ETFUS Stock Styles · Large cap0.29%1.47%+21.1%+24.7%+22.6%+11.6%−7.5%12.0%$174M1.1

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%$853B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: RAFE 2019 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI ESG U.S. ETF · $174M$17,275

RAFE

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 45.8% in common

RAFEMeasureIVV

+21.1%Year to dateJan 1 → Nov 6+8.7%

+24.7%1 yearTotal return+9.8%

+22.6%3 years · per year$10,000 became $18,449 · $18,084+21.8%

+11.6%5 years · per year$10,000 became $17,275 · $17,177+11.4%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

1.47%Trailing 12-mo yield$147 · $114 a year on $10k1.14%

−7.5%Worst dropSmaller is better−8.9%

12.0%VolatilityLower is calmer13.6%

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

7–1RAFE wins

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

More Ways to See the Pairs

RAFE vs IVV: Top 5 Holdings

Today

RAFE

19.1%in top 5

IVV

in top 527.8%

RAFEStockIVV

5.5%AAPL7.9%

not top 5NVDA6.9%

5.4%MSFT6.3%

not top 5AMZN4.0%

3.0%JNJnot top 5

2.8%UNHnot top 5

not top 5GOOGL2.6%

2.4%JPMnot top 5

Held in common45.8%

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

RAFE vs IVV Returns, Every Period

PIMCORAFE

+11.6%

5 years, per year

IVViShares

+11.4%

5 years, per year

RAFEIVVFaded: behind in that period

4–0RAFE wins

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

Stocks vs Core: RAFE vs IVV

YTD

PIMCORAFE

+21.1%

IVViShares

+8.7%

+21.1%Year to date+8.7%

−7.5%Worst drop · 1Y−8.9%

12.0%Volatility · 1Y13.6%

1.5%Yield1.1%

$174MAssets$853B

4–0RAFE wins

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

Cost, Income and Risk

Fees: RAFE, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

RAFE0.29%$29

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

Yields: RAFE, IVV

1.47%highest, RAFE

FundTrailing yieldYield$10k

RAFE1.47%$147

IVV1.14%$114

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

Income After Fees on $10,000

$118most kept, RAFE

RAFE$147 − $29 = $118

IVV$114 − $3 = $111

KeptFee

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

Overlap: RAFE, IVV

Today

45.8%most shared, RAFE and IVV

RAFEIVV

RAFE—45.8%

IVV45.8%—

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

Return vs Bumpiness: 2 ETFs

+24.7%RAFE, at 12.0% volatility

RAFEWorst drop−7.5%12.0% 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

RAFEIVV

+21.1%Year to date+8.7%

1.5%Yield1.1%

+24.7%Past year+9.8%

0.29%Fee0.03%

3–1RAFE 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%

$178BAssets$778B

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$853B

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