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

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

IVV

SHRT

Gotham Short Strategies ETF · $13M[…]

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

IVVMeasureSHRT

+13.4%Year to dateJan 1 → Nov 4−8.0%

+13.5%1 yearTotal return−4.2%

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

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

0.03%Expense ratio$3 · $135 a year on $10k · lower is better1.35%

1.09%Trailing 12-mo yield$109 · $7 a year on $10k0.07%

−8.9%Worst dropSmaller is better−19.6%

12.9%VolatilityLower is calmer14.2%

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

6–0IVV wins

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

More Ways to See the Pairs

IVV vs SHRT: Top 5 Holdings

Today

IVV

27.3%in top 5

SHRT

in top 53.3%

IVVStockSHRT

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5DD0.7%

not top 5PTGX0.6%

not top 5BKNG0.6%

not top 5XOM0.6%

not top 5HON0.6%

Held in common7.2%

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

IVV vs SHRT Returns, Every Period

iSharesIVV

+13.5%

past year

SHRTGotham

−4.2%

past year

IVVSHRTFaded: behind in that period

2–0IVV wins

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

Core vs Leveraged: IVV vs SHRT

YTD

iSharesIVV

+13.4%

SHRTGotham

−8.0%

+13.4%Year to date−8.0%

−8.9%Worst drop · 1Y−19.6%

12.9%Volatility · 1Y14.2%

1.1%Yield0.1%

$887BAssets$12.9M

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