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$17,151IVV · 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%1.07%+9.0%+11.1%[…][…]−8.0%13.1%$32M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.5

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

End-of-day Nov 5, 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 · $32M[…]

TOPC

IVV

iShares Core S&P 500 ETF · $850B$17,151

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

TOPCMeasureIVV

+9.0%Year to dateJan 1 → Nov 5+8.4%

+11.1%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

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

1.07%Trailing 12-mo yield$107 · $114 a year on $10k1.14%

−8.0%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.6%

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

4–2TOPC wins

End-of-day Nov 5, 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

15.1%in top 5

IVV

in top 527.7%

TOPCStockIVV

3.3%AAPL7.7%

2.7%NVDA7.3%

3.4%MSFT6.2%

3.1%AMZN3.9%

2.7%AVGOnot top 5

not top 5GOOGL2.6%

Held in common85.2%

End-of-day Nov 5, 2026 · share of each fund

TOPC vs IVV Returns, Every Period

iSharesTOPC

+11.1%

past year

IVViShares

+9.7%

past year

TOPCIVVFaded: behind in that period

2–0TOPC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

TOPC vs IVV

YTD

iSharesTOPC

+9.0%

IVViShares

+8.4%

+9.0%Year to date+8.4%

−8.0%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.6%

1.1%Yield1.1%

$31.8MAssets$850B

3–0TOPC wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: TOPC, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

TOPC1.07%$107

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

TOPC$107 − $15 = $92

KeptFee

End-of-day Nov 5, 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 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.1%TOPC, at 13.1% volatility

TOPCWorst drop−8.0%13.1% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVTOPC

+8.4%Year to date+9.0%

1.1%Yield1.1%

+9.7%Past year+11.1%

0.03%Fee0.15%

2–1TOPC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026