Compare · 3 funds side by side · dividends reinvested

SVOL, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SVOL, VOO 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%$850B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.6

Simplify Volatility Premium ETFUnsorted0.78%23.39%−0.3%+2.8%+4.7%+5.3%−12.2%16.8%$511M2.8

Rank among the three1st → 3rdFee, 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: SVOL 2021 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Volatility Premium ETF · $511M$12,926

SVOL

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

SVOLMeasureVOO

−0.3%Year to dateJan 1 → Nov 6+8.7%

+2.8%1 yearTotal return+9.8%

+4.7%3 years · per year$10,000 became $11,465 · $18,079+21.8%

+5.3%5 years · per year$10,000 became $12,926 · $17,177+11.4%

0.78%Expense ratio$78 · $3 a year on $10k · lower is better0.03%

23.39%Trailing 12-mo yield$2,339 · $110 a year on $10k1.10%

−12.2%Worst dropSmaller is better−8.9%

16.8%VolatilityLower is calmer13.5%

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

1–7VOO wins

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

More Ways to See the Pairs

SVOL vs VOO: Top 5 Holdings

Today

SVOL

45.0%in top 5

VOO

in top 528.3%

SVOLStockVOO

11.1%QISnot top 5

10.0%CTAPnot top 5

9.8%NMBnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

7.1%XVnot top 5

7.0%SPUCnot top 5

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

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

SVOL vs VOO Returns, Every Period

SimplifySVOL

+5.3%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

SVOLVOOFaded: behind in that period

0–4VOO wins

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

Unsorted vs Core: SVOL vs IVV

YTD

SimplifySVOL

−0.3%

IVViShares

+8.7%

−0.3%Year to date+8.7%

−12.2%Worst drop · 1Y−8.9%

16.8%Volatility · 1Y13.6%

23.4%Yield1.1%

$511MAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: SVOL, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SVOL0.78%$78

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

Yields: SVOL, VOO, IVV

23.39%highest, SVOL

FundTrailing yieldYield$10k

SVOL23.39%$2,339

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$2,261most kept, SVOL

SVOL$2,339 − $78 = $2,261

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: SVOL, VOO, IVV

Today

92.2%most shared, VOO and IVV

SVOLVOOIVV

SVOL—0.0%0.0%

VOO0.0%—92.2%

IVV0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

SVOLWorst drop−12.2%16.8% vol

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

Paid More vs Made More

YTD

SVOLIVV

−0.3%Year to date+8.7%

23.4%Yield1.1%

+2.8%Past year+9.8%

0.78%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026