Compare · 2 funds side by side · dividends reinvested

TOPC and IVV

TOPCiShares×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,118IVV · best of the two

02 / 04

TOPC and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 3% Capped ETFLow-Cost Core · S&P 5000.15%1.02%+14.0%+15.1%[…][…]−8.0%12.3%$33M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: TOPC 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 3% Capped ETF · $33M[…]

TOPC

IVV

iShares Core S&P 500 ETF · $872B$18,118

$10,000 five years ago, dividends reinvested · they hold 85.2% in common

TOPCMeasureIVV

+14.0%Year to dateJan 1 → Nov 4+13.4%

+15.1%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.02%Trailing 12-mo yield$102 · $109 a year on $10k1.09%

−8.0%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer12.9%

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

4–2TOPC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TOPC vs IVV: Top 5 Holdings

Today

TOPC

14.9%in top 5

IVV

in top 527.3%

TOPCStockIVV

2.8%NVDA7.7%

3.2%AAPL7.4%

3.2%MSFT5.9%

3.0%AMZN3.8%

2.7%AVGOnot top 5

not top 5GOOGL2.5%

Held in common85.2%

End-of-day Nov 4, 2026 · share of each fund

TOPC vs IVV Returns, Every Period

iSharesTOPC

+15.1%

past year

IVViShares

+13.5%

past year

TOPCIVVFaded: behind in that period

2–0TOPC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TOPC vs IVV

YTD

iSharesTOPC

+14.0%

IVViShares

+13.4%

+14.0%Year to date+13.4%

−8.0%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y12.9%

1.0%Yield1.1%

$32.8MAssets$872B

3–1TOPC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TOPC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

TOPC0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TOPC, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

TOPC1.02%$102

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

TOPC$102 − $15 = $87

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TOPC, IVV

Today

85.2%most shared, TOPC and IVV

TOPCIVV

TOPC—85.2%

IVV85.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.1%TOPC, at 12.3% volatility

TOPCWorst drop−8.0%12.3% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IVVTOPC

+13.4%Year to date+14.0%

1.1%Yield1.0%

+13.5%Past year+15.1%

0.03%Fee0.15%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026