Compare · 2 funds side by side · dividends reinvested

ROE and IVV

ROEAstoria×IVViShares×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,414IVV · best of the two

Story of the two · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the two · RiskSmallest drop

ROE and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Astoria US Equal Weight Quality Kings ETFUS Stock Styles · Equal weight0.49%0.86%+20.8%+23.4%+23.1%[…]−8.7%15.8%$243M1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: ROE 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Astoria US Equal Weight Quality Kings ETF · $243M[…]

ROE

IVV

iShares Core S&P 500 ETF · $875B$17,414

$10,000 five years ago, dividends reinvested · they hold 29.3% in common

ROEMeasureIVV

+20.8%

More Ways to See the Pairs

ROE vs IVV: Top 5 Holdings

Today

ROE

6.7%in top 5

IVV

in top 527.3%

ROEStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: ROE, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ROE0.49%$49

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

Yields: ROE, IVV

1Y

1.11%highest, IVV

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Year to dateJan 1 → Nov 10

+10.9%

+23.4%1 yearTotal return+13.0%

+23.1%3 years · per year$10,000 became $18,655 · $17,934+21.5%

[…]5 years · per year$10,000 became […] · $17,414+11.7%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

0.86%Trailing 12-mo yield$86 · $111 a year on $10k1.11%

−8.7%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer13.8%

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

4–3ROE wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.4%PTCnot top 5

1.4%HASnot top 5

1.4%GENnot top 5

1.3%SNnot top 5

1.3%MCKnot top 5

Held in common29.3%

End-of-day Nov 10, 2026 · share of each fund

ROE vs IVV Returns, Every Period

1Y

AstoriaROE

+23.4%

past year

IVViShares

+13.0%

past year

ROEIVVFaded: behind in that period

3–0ROE wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ROE vs IVV

YTD

AstoriaROE

+20.8%

IVViShares

+10.9%

+20.8%Year to date+10.9%

−8.7%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.8%

0.9%Yield1.1%

$243MAssets$875B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

IVV1.11%$111

ROE0.86%$86

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

ROE$86 − $49 = $37

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ROE, IVV

Today

29.3%most shared, ROE and IVV

ROEIVV

ROE—29.3%

IVV29.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+23.4%ROE, at 15.8% volatility

IVVWorst drop−8.9%13.8% vol

ROEWorst drop−8.7%15.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVROE

+10.9%Year to date+20.8%

1.1%Yield0.9%

+13.0%Past year+23.4%

0.03%Fee0.49%

2–2level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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ROE and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two