Compare · 2 funds side by side · dividends reinvested

SMDX and IVV

SMDXIntech ETFs×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

SMDX and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Intech S&P Small-Mid Cap Diversified Alpha ETFUS Stock Styles · Mid cap0.35%0.54%+11.4%+14.5%[…][…]−8.7%15.8%$125M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMDX 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Intech S&P Small-Mid Cap Diversified Alpha ETF · $125M[…]

SMDX

IVV

iShares Core S&P 500 ETF · $853B$17,177

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

SMDXMeasureIVV

+11.4%Year to dateJan 1 → Nov 6+8.7%

+14.5%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.54%Trailing 12-mo yield$54 · $114 a year on $10k1.14%

−8.7%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

SMDX vs IVV: Top 5 Holdings

Today

SMDX

5.7%in top 5

IVV

in top 527.8%

SMDXStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.7%THCnot top 5

1.3%JLLnot top 5

0.9%XPOnot top 5

0.9%USFDnot top 5

0.9%LAMRnot top 5

Held in common0.0%

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

SMDX vs IVV Returns, Every Period

Intech ETFsSMDX

+14.5%

past year

IVViShares

+9.8%

past year

SMDXIVVFaded: behind in that period

2–0SMDX wins

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

Stocks vs Core: SMDX vs IVV

YTD

Intech ETFsSMDX

+11.4%

IVViShares

+8.7%

+11.4%Year to date+8.7%

−8.7%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.6%

0.5%Yield1.1%

$125MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: SMDX, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SMDX0.35%$35

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

Yields: SMDX, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SMDX0.54%$54

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SMDX$54 − $35 = $19

KeptFee

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

Overlap: SMDX, IVV

Today

0.0%most shared, SMDX and IVV

SMDXIVV

SMDX—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.5%SMDX, at 15.8% volatility

IVVWorst drop−8.9%13.6% vol

SMDXWorst drop−8.7%15.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSMDX

+8.7%Year to date+11.4%

1.1%Yield0.5%

+9.8%Past year+14.5%

0.03%Fee0.35%

2–2level

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$853B

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