Compare · 3 funds side by side · dividends reinvested

SWP, IVV and VOO

SWPSWP Investment Management×IVViShares×VOOVanguard×

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

02 / 04

SWP, IVV and VOO, 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%$853B1.6

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%$1.00T1.8

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.80%+3.0%+4.6%[…][…]−10.0%12.9%$142M2.3

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: SWP 2024 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Manager Directed Portfolios - SWP Growth & Income ETF · $142M[…]

SWP

IVV

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

$10,000 five years ago, dividends reinvested · they hold 32.2% in common

SWPMeasureIVV

+3.0%Year to dateJan 1 → Nov 6+8.7%

+4.6%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%

0.99%Expense ratio$99 · $3 a year on $10k · lower is better0.03%

9.80%Trailing 12-mo yield$980 · $114 a year on $10k1.14%

−10.0%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

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

2–4IVV wins

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

More Ways to See the Pairs

SWP vs IVV: Top 5 Holdings

Today

SWP

22.2%in top 5

IVV

in top 527.8%

SWPStockIVV

5.0%AAPL7.9%

3.7%NVDA6.9%

6.1%MSFT6.3%

4.0%IBMnot top 5

not top 5AMZN4.0%

3.4%METAnot top 5

not top 5GOOGL2.6%

Held in common32.2%

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

SWP vs IVV Returns, Every Period

SWP Investment ManagementSWP

+4.6%

past year

IVViShares

+9.8%

past year

SWPIVVFaded: behind in that period

0–2IVV wins

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

Income vs Core: SWP vs IVV

YTD

SWP Investment ManagementSWP

+3.0%

IVViShares

+8.7%

+3.0%Year to date+8.7%

−10.0%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.6%

9.8%Yield1.1%

$142MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: SWP, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SWP0.99%$99

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

Yields: SWP, IVV, VOO

9.80%highest, SWP

FundTrailing yieldYield$10k

SWP9.80%$980

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$881most kept, SWP

SWP$980 − $99 = $881

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: SWP, IVV, VOO

Today

92.2%most shared, IVV and VOO

SWPIVVVOO

SWP—32.2%32.3%

IVV32.2%—92.2%

VOO32.3%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

SWPWorst drop−10.0%12.9% vol

VOOWorst drop−8.9%13.5% 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

SWPIVV

+3.0%Year to date+8.7%

9.8%Yield1.1%

+4.6%Past year+9.8%

0.99%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