Compare · 2 funds side by side · dividends reinvested

UDN and IVV

UDNInvesco×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 incomeUDN · 3.05% · $305 a year on $10k

Story of the two · RiskSmallest drop

UDN 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%$875B1.4

Invesco DB US Dollar Index Bearish FundUS Stock Styles · Large cap0.77%3.05%−3.7%−2.3%+2.6%−0.4%−6.2%5.7%$92M1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: UDN 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,265

IVV

UDN

Invesco DB US Dollar Index Bearish Fund · $92M$9,799

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

IVVMeasureUDN

+11.5%

More Ways to See the Pairs

IVV vs UDN: Top 5 Holdings

Today

IVV

26.8%in top 5

UDN

in top 593.5%

IVVStockUDN

not top 5AGPXX93.5%

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

Cost, Income and Risk

Fees: UDN, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

UDN0.77%$77

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

Yields: UDN, IVV

1Y

3.05%highest, UDN

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

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 dateJan 1 → Nov 13

−3.7%

+11.6%1 yearTotal return−2.3%

+21.5%3 years · per year$10,000 became $17,931 · $10,813+2.6%

+11.5%5 years · per year$10,000 became $17,265 · $9,799−0.4%

0.03%Expense ratio$3 · $77 a year on $10k · lower is better0.77%

1.11%Trailing 12-mo yield$111 · $305 a year on $10k3.05%

−8.9%Worst dropSmaller is better−6.2%

13.8%VolatilityLower is calmer5.7%

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

5–3IVV wins

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

2.6%GOOGLnot top 5

Held in common0.0%

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

IVV vs UDN Returns, Every Period

5Y

iSharesIVV

+11.5%

5 years, per year

UDNInvesco

−0.4%

5 years, per year

IVVUDNFaded: behind in that period

4–0IVV wins

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

Core vs Stocks: IVV vs UDN

YTD

iSharesIVV

+11.5%

UDNInvesco

−3.7%

+11.5%Year to date−3.7%

−8.9%Worst drop · 1Y−6.2%

13.8%Volatility · 1Y5.7%

1.1%Yield3.0%

$875BAssets$92.5M

3–1UDN wins

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

$10k

UDN3.05%$305

IVV1.11%$111

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

Income After Fees on $10,000

1Y

$228most kept, UDN

UDN$305 − $77 = $228

IVV$111 − $3 = $108

KeptFee

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

Overlap: UDN, IVV

Today

0.0%most shared, UDN and IVV

UDNIVV

UDN—0.0%

IVV0.0%—

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

UDNWorst drop−6.2%5.7% 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

UDNIVV

−3.7%Year to date+11.5%

3.0%Yield1.1%

−2.3%Past year+11.6%

0.77%Fee0.03%

3–1IVV wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

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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UDN and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two