Compare · 2 funds side by side · dividends reinvested

TRIO and IVV

TRIOMC Trio×IVViShares×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,265IVV · best of the two

Story of the two · IncomeMost incomeTRIO · 8.39% · $839 a year on $10k

Story of the two · RiskSmallest drop

TRIO 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%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$879B1.3

EA Series Trust - MC Trio Equity Buffered ETFDefined Outcome · Buffer0.70%8.39%+7.4%−0.2%[…][…]−11.1%11.3%$124M1.7

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

End-of-day Nov 13, 2026 · returns include dividends · since: TRIO 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

EA Series Trust - MC Trio Equity Buffered ETF · $124M[…]

TRIO

IVV

iShares Core S&P 500 ETF · $879B$17,265

$10,000 five years ago, dividends reinvested

TRIOMeasureIVV

+7.4%

More Ways to See the Pairs

TRIO vs IVV: Top 5 Holdings

Today

TRIO

[…]in top 5

IVV

in top 526.8%

TRIOStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: TRIO, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

TRIO0.70%$70

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: TRIO, IVV

1Y

8.39%highest, TRIO

FundTrailing yieldYield

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SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Year to date

Jan 1 → Nov 13

+11.5%

−0.2%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $17,931+21.5%

[…]5 years · per year$10,000 became […] · $17,265+11.5%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

8.39%Trailing 12-mo yield$839 · $111 a year on $10k1.11%

−11.1%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer13.8%

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

2–4IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

TRIO vs IVV Returns, Every Period

1Y

MC TrioTRIO

−0.2%

past year

IVViShares

+11.6%

past year

TRIOIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: TRIO vs IVV

YTD

MC TrioTRIO

+7.4%

IVViShares

+11.5%

+7.4%Year to date+11.5%

−11.1%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.8%

8.4%Yield1.1%

$124MAssets$879B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

TRIO8.39%$839

IVV1.11%$111

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$769most kept, TRIO

TRIO$839 − $70 = $769

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: TRIO, IVV

Today

[…]holdings […]

TRIOIVV

TRIO—[…]

IVV[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%IVV, at 13.8% volatility

TRIOWorst drop−11.1%11.3% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

TRIOIVV

+7.4%Year to date+11.5%

8.4%Yield1.1%

−0.2%Past year+11.6%

0.70%Fee0.03%

3–1IVV wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$879B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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TRIO and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two