Compare · 2 funds side by side · dividends reinvested

THTA and IVV

THTASoFi×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

THTA and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SoFi Enhanced Yield ETFUnsorted0.61%10.51%+12.2%+15.0%[…][…]−2.6%7.0%$66M1.2

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

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: THTA 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

SoFi Enhanced Yield ETF · $66M[…]

THTA

IVV

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

$10,000 five years ago, dividends reinvested

THTAMeasureIVV

+12.2%Year to dateJan 1 → Nov 6+8.7%

+15.0%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%

0.61%Expense ratio$61 · $3 a year on $10k · lower is better0.03%

10.51%Trailing 12-mo yield$1,051 · $114 a year on $10k1.14%

−2.6%Worst dropSmaller is better−8.9%

7.0%VolatilityLower is calmer13.6%

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

5–1THTA wins

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

More Ways to See the Pairs

THTA vs IVV: Top 5 Holdings

Today

THTA

[…]in top 5

IVV

in top 527.8%

THTAStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

THTA vs IVV Returns, Every Period

SoFiTHTA

+15.0%

past year

IVViShares

+9.8%

past year

THTAIVVFaded: behind in that period

2–0THTA wins

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

Unsorted vs Core: THTA vs IVV

YTD

SoFiTHTA

+12.2%

IVViShares

+8.7%

+12.2%Year to date+8.7%

−2.6%Worst drop · 1Y−8.9%

7.0%Volatility · 1Y13.6%

10.5%Yield1.1%

$65.5MAssets$853B

4–0THTA wins

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

Cost, Income and Risk

Fees: THTA, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

THTA0.61%$61

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

Yields: THTA, IVV

10.51%highest, THTA

FundTrailing yieldYield$10k

THTA10.51%$1,051

IVV1.14%$114

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

Income After Fees on $10,000

$990most kept, THTA

THTA$1,051 − $61 = $990

IVV$114 − $3 = $111

KeptFee

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

Overlap: THTA, IVV

Today

[…]holdings […]

THTAIVV

THTA—[…]

IVV[…]—

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

Return vs Bumpiness: 2 ETFs

+15.0%THTA, at 7.0% volatility

THTAWorst drop−2.6%7.0% 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

THTAIVV

+12.2%Year to date+8.7%

10.5%Yield1.1%

+15.0%Past year+9.8%

0.61%Fee0.03%

3–1THTA 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$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