Compare · 2 funds side by side · dividends reinvested

SHRY and IVV

SHRYFirst Trust×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

SHRY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.55%+15.3%+17.9%+18.8%+9.0%−7.6%13.3%$17M1.4

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%$850B1.6

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: SHRY 2017 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Bloomberg Shareholder Yield ETF · $17M$15,418

SHRY

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

SHRYMeasureIVV

+15.3%Year to dateJan 1 → Nov 6+8.7%

+17.9%1 yearTotal return+9.8%

+18.8%3 years · per year$10,000 became $16,775 · $18,084+21.8%

+9.0%5 years · per year$10,000 became $15,418 · $17,177+11.4%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

1.55%Trailing 12-mo yield$155 · $114 a year on $10k1.14%

−7.6%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.6%

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

5–3SHRY wins

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

More Ways to See the Pairs

SHRY vs IVV: Top 5 Holdings

Today

SHRY

19.6%in top 5

IVV

in top 527.8%

SHRYStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.1%PYPLnot top 5

4.3%HIGnot top 5

not top 5AMZN4.0%

3.6%PAYXnot top 5

3.4%UPSnot top 5

3.3%TMUSnot top 5

not top 5GOOGL2.6%

Held in common15.0%

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

SHRY vs IVV Returns, Every Period

First TrustSHRY

+9.0%

5 years, per year

IVViShares

+11.4%

5 years, per year

SHRYIVVFaded: behind in that period

2–2Level

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

Unsorted vs Core: SHRY vs IVV

YTD

First TrustSHRY

+15.3%

IVViShares

+8.7%

+15.3%Year to date+8.7%

−7.6%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.6%

1.6%Yield1.1%

$17.3MAssets$850B

4–0SHRY wins

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

Cost, Income and Risk

Fees: SHRY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SHRY0.60%$60

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

Yields: SHRY, IVV

1.55%highest, SHRY

FundTrailing yieldYield$10k

SHRY1.55%$155

IVV1.14%$114

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SHRY$155 − $60 = $95

KeptFee

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

Overlap: SHRY, IVV

Today

15.0%most shared, SHRY and IVV

SHRYIVV

SHRY—15.0%

IVV15.0%—

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

Return vs Bumpiness: 2 ETFs

+17.9%SHRY, at 13.3% volatility

SHRYWorst drop−7.6%13.3% 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

SHRYIVV

+15.3%Year to date+8.7%

1.6%Yield1.1%

+17.9%Past year+9.8%

0.60%Fee0.03%

3–1SHRY 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%

$182BAssets$819B

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$850B

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