Compare · 2 funds side by side · dividends reinvested

SWP and IVV

SWPSWP Investment Management×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

SWP and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.3

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.56%+5.6%+7.6%[…][…]−10.0%13.2%$142M1.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: SWP 2024 · IVV 2000

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 · $875B$17,545

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

SWPMeasureIVV

+5.6%Year to dateJan 1 → Nov 9+11.3%

+7.6%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

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

9.56%Trailing 12-mo yield$956 · $111 a year on $10k1.11%

−10.0%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.8%

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

2–4IVV wins

End-of-day Nov 9, 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

22.1%in top 5

IVV

in top 527.8%

SWPStockIVV

4.9%AAPL7.9%

3.8%NVDA7.1%

6.0%MSFT6.2%

not top 5AMZN4.0%

4.0%IBMnot top 5

3.4%METAnot top 5

not top 5GOOGL2.6%

Held in common32.2%

End-of-day Nov 9, 2026 · share of each fund

SWP vs IVV Returns, Every Period

SWP Investment ManagementSWP

+7.6%

past year

IVViShares

+13.6%

past year

SWPIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: SWP vs IVV

YTD

SWP Investment ManagementSWP

+5.6%

IVViShares

+11.3%

+5.6%Year to date+11.3%

−10.0%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.8%

9.6%Yield1.1%

$142MAssets$875B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SWP, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SWP0.99%$99

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SWP, IVV

9.56%highest, SWP

FundTrailing yieldYield$10k

SWP9.56%$956

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$857most kept, SWP

SWP$956 − $99 = $857

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SWP, IVV

Today

32.2%most shared, SWP and IVV

SWPIVV

SWP—32.2%

IVV32.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

SWPWorst drop−10.0%13.2% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SWPIVV

+5.6%Year to date+11.3%

9.6%Yield1.1%

+7.6%Past year+13.6%

0.99%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026