Compare · 2 funds side by side · dividends reinvested

TUG and IVV

TUGShelton Capital×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

TUG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.3

STF Tactical Growth ETFUS Stock Styles · Growth0.65%1.54%+8.8%+7.6%+20.9%[…]−12.8%20.4%$35M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: TUG 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

STF Tactical Growth ETF · $35M[…]

TUG

IVV

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

$10,000 five years ago, dividends reinvested · they hold 51.7% in common

TUGMeasureIVV

+8.8%Year to dateJan 1 → Nov 6+8.7%

+7.6%1 yearTotal return+9.8%

+20.9%3 years · per year$10,000 became $17,664 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

1.54%Trailing 12-mo yield$154 · $114 a year on $10k1.14%

−12.8%Worst dropSmaller is better−8.9%

20.4%VolatilityLower is calmer13.6%

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

2–5IVV wins

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

More Ways to See the Pairs

TUG vs IVV: Top 5 Holdings

Today

TUG

34.1%in top 5

IVV

in top 527.8%

TUGStockIVV

9.6%AAPL7.9%

8.0%NVDA6.9%

7.5%MSFT6.3%

5.1%AMZN4.0%

4.0%MUnot top 5

not top 5GOOGL2.6%

Held in common51.7%

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

TUG vs IVV Returns, Every Period

Shelton CapitalTUG

+7.6%

past year

IVViShares

+9.8%

past year

TUGIVVFaded: behind in that period

1–2IVV wins

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

Stocks vs Core: TUG vs IVV

YTD

Shelton CapitalTUG

+8.8%

IVViShares

+8.7%

+8.8%Year to date+8.7%

−12.8%Worst drop · 1Y−8.9%

20.4%Volatility · 1Y13.6%

1.5%Yield1.1%

$34.8MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: TUG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

TUG0.65%$65

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

Yields: TUG, IVV

1.54%highest, TUG

FundTrailing yieldYield$10k

TUG1.54%$154

IVV1.14%$114

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

TUG$154 − $65 = $89

KeptFee

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

Overlap: TUG, IVV

Today

51.7%most shared, TUG and IVV

TUGIVV

TUG—51.7%

IVV51.7%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

TUGWorst drop−12.8%20.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

TUGIVV

+8.8%Year to date+8.7%

1.5%Yield1.1%

+7.6%Past year+9.8%

0.65%Fee0.03%

2–2level

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