Compare · 2 funds side by side · dividends reinvested

SHDG and IVV

SHDGSoundWatch Capital×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

SHDG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.3

Soundwatch Hedged Equity ETFDefined Outcome · Hedged equity1.01%0.48%+2.4%+4.5%+13.0%[…]−6.6%9.1%$155M1.7

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: SHDG 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Soundwatch Hedged Equity ETF · $155M[…]

SHDG

IVV

iShares Core S&P 500 ETF · $872B$17,414

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

SHDGMeasureIVV

+2.4%

More Ways to See the Pairs

SHDG vs IVV: Top 5 Holdings

Today

SHDG

96.5%in top 5

IVV

in top 527.3%

SHDGStockIVV

96.5%IVVnot top 5

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

Cost, Income and Risk

Fees: SHDG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SHDG1.01%$101

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

Yields: SHDG, 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%

$183BAssets$792B

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%

+4.5%1 yearTotal return+13.0%

+13.0%3 years · per year$10,000 became $14,443 · $17,934+21.5%

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

1.01%Expense ratio$101 · $3 a year on $10k · lower is better0.03%

0.48%Trailing 12-mo yield$48 · $111 a year on $10k1.11%

−6.6%Worst dropSmaller is better−8.9%

9.1%VolatilityLower is calmer13.8%

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

2–5IVV wins

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

not top 5GOOGL2.6%

Held in common0.0%

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

SHDG vs IVV Returns, Every Period

1Y

SoundWatch CapitalSHDG

+4.5%

past year

IVViShares

+13.0%

past year

SHDGIVVFaded: behind in that period

0–3IVV wins

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

Defined Outcome vs Core: SHDG vs IVV

YTD

SoundWatch CapitalSHDG

+2.4%

IVViShares

+10.9%

+2.4%Year to date+10.9%

−6.6%Worst drop · 1Y−8.9%

9.1%Volatility · 1Y13.8%

0.5%Yield1.1%

$155MAssets$872B

2–2level

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

$10k

IVV1.11%$111

SHDG0.48%$48

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

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SHDG$48 − $101 = −$53

KeptFee

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

Overlap: SHDG, IVV

Today

0.0%most shared, SHDG and IVV

SHDGIVV

SHDG—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+13.0%IVV, at 13.8% volatility

SHDGWorst drop−6.6%9.1% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

IVVSHDG

+10.9%Year to date+2.4%

1.1%Yield0.5%

+13.0%Past year+4.5%

0.03%Fee1.01%

4–0IVV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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SHDG and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two