Compare · 2 funds side by side · dividends reinvested

SHRT and IVV

SHRTGotham×IVViShares×

Versus in desk

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

02 / 04

SHRT 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%$887B1.0

Gotham Short Strategies ETFLeveraged · Bear1.35%0.07%−8.0%−4.2%[…][…]−19.6%14.2%$13M2.0

Rank among the two1st → 2ndFee, 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: SHRT 2008 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Gotham Short Strategies ETF · $13M[…]

SHRT

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

SHRTMeasureIVV

−8.0%Year to dateJan 1 → Nov 4+13.4%

−4.2%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%

1.35%Expense ratio$135 · $3 a year on $10k · lower is better0.03%

0.07%Trailing 12-mo yield$7 · $109 a year on $10k1.09%

−19.6%Worst dropSmaller is better−8.9%

14.2%VolatilityLower is calmer12.9%

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

0–6IVV wins

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

More Ways to See the Pairs

SHRT vs IVV: Top 5 Holdings

Today

SHRT

3.3%in top 5

IVV

in top 527.3%

SHRTStockIVV

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.7%DDnot top 5

0.6%PTGXnot top 5

0.6%BKNGnot top 5

0.6%XOMnot top 5

0.6%HONnot top 5

Held in common7.2%

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

SHRT vs IVV Returns, Every Period

GothamSHRT

−4.2%

past year

IVViShares

+13.5%

past year

SHRTIVVFaded: behind in that period

0–2IVV wins

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

Leveraged vs Core: SHRT vs IVV

YTD

GothamSHRT

−8.0%

IVViShares

+13.4%

−8.0%Year to date+13.4%

−19.6%Worst drop · 1Y−8.9%

14.2%Volatility · 1Y12.9%

0.1%Yield1.1%

$12.9MAssets$887B

4–0IVV wins

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

Cost, Income and Risk

Fees: SHRT, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SHRT1.35%$135

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

Yields: SHRT, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SHRT0.07%$7

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SHRT$7 − $135 = −$128

KeptFee

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

Overlap: SHRT, IVV

Today

7.2%most shared, SHRT and IVV

SHRTIVV

SHRT—7.2%

IVV7.2%—

End-of-day Nov 4, 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

SHRTWorst drop−19.6%14.2% vol

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

Paid More vs Made More

YTD

IVVSHRT

+13.4%Year to date−8.0%

1.1%Yield0.1%

+13.5%Past year−4.2%

0.03%Fee1.35%

4–0IVV wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026