Compare · 2 funds side by side · dividends reinvested

TRTY and IVV

TRTYCambria Funds×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

TRTY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cambria Trinity ETFUnsorted0.39%2.85%+9.5%+12.9%+11.9%+5.8%−5.5%10.0%$283M1.4

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%$850B1.6

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: TRTY 2018 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

TRTY

Cambria Trinity ETF · $283M$13,281

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureTRTY

+8.7%Year to dateJan 1 → Nov 6+9.5%

+9.8%1 yearTotal return+12.9%

+21.8%3 years · per year$10,000 became $18,084 · $14,004+11.9%

+11.4%5 years · per year$10,000 became $17,177 · $13,281+5.8%

0.03%Expense ratio$3 · $39 a year on $10k · lower is better0.39%

1.14%Trailing 12-mo yield$114 · $285 a year on $10k2.85%

−8.9%Worst dropSmaller is better−5.5%

13.6%VolatilityLower is calmer10.0%

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

3–5TRTY wins

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

More Ways to See the Pairs

IVV vs TRTY: Top 5 Holdings

Today

IVV

27.8%in top 5

TRTY

in top 539.8%

IVVStockTRTY

not top 5GVAL8.3%

not top 5FYLD8.0%

7.9%AAPLnot top 5

not top 5EYLD7.9%

not top 5MFUT7.9%

not top 5VAMO7.6%

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.0%

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

IVV vs TRTY Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

TRTYCambria Funds

+5.8%

5 years, per year

IVVTRTYFaded: behind in that period

2–2Level

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

Core vs Unsorted: IVV vs TRTY

YTD

iSharesIVV

+8.7%

TRTYCambria Funds

+9.5%

+8.7%Year to date+9.5%

−8.9%Worst drop · 1Y−5.5%

13.6%Volatility · 1Y10.0%

1.1%Yield2.8%

$850BAssets$283M

4–0TRTY wins

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

Cost, Income and Risk

Fees: TRTY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

TRTY0.39%$39

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

Yields: TRTY, IVV

2.85%highest, TRTY

FundTrailing yieldYield$10k

TRTY2.85%$285

IVV1.14%$114

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

Income After Fees on $10,000

$246most kept, TRTY

TRTY$285 − $39 = $246

IVV$114 − $3 = $111

KeptFee

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

Overlap: TRTY, IVV

Today

0.0%most shared, TRTY and IVV

TRTYIVV

TRTY—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+12.9%TRTY, at 10.0% volatility

TRTYWorst drop−5.5%10.0% 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

TRTYIVV

+9.5%Year to date+8.7%

2.8%Yield1.1%

+12.9%Past year+9.8%

0.39%Fee0.03%

3–1TRTY 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$850B

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