Compare · 3 funds side by side · dividends reinvested

UPSD, VOO and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,533VOO · best of the three

Story of the three · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

UPSD, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B1.8

ETF Series Solutions - Aptus Large Cap Upside ETFUS Stock Styles · Large cap0.79%0.58%+13.6%+13.8%[…][…]−11.9%15.9%$142M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: UPSD 2024 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ETF Series Solutions - Aptus Large Cap Upside ETF · $142M[…]

UPSD

VOO

Vanguard S&P 500 ETF · $1.00T$17,533

$10,000 five years ago, dividends reinvested · they hold 40.6% in common

UPSDMeasure

More Ways to See the Pairs

UPSD vs VOO: Top 5 Holdings

Today

UPSD

17.5%in top 5

VOO

in top 528.3%

UPSDStockVOO

3.7%NVDA8.4%

5.3%AAPL7.4%

4.5%MSFT5.8%

2.2%AMZN3.7%

not top 5GOOGL

Cost, Income and Risk

Fees: UPSD, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

UPSD0.79%$79

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: UPSD, VOO, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VOO

+13.6%Year to dateJan 1 → Nov 11+12.3%

+13.8%1 yearTotal return+12.8%

[…]3 years · per year$10,000 became […] · $18,126+21.9%

[…]5 years · per year$10,000 became […] · $17,533+11.9%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

0.58%Trailing 12-mo yield$58 · $106 a year on $10k1.06%

−11.9%Worst dropSmaller is better−8.9%

15.9%VolatilityLower is calmer13.7%

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

2–4VOO wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.1%

1.9%LLYnot top 5

Held in common40.6%

End-of-day Nov 11, 2026 · share of each fund

UPSD vs VOO Returns, Every Period

1Y

AptusUPSD

+13.8%

past year

VOOVanguard

+12.8%

past year

UPSDVOOFaded: behind in that period

2–0UPSD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: UPSD vs IVV

YTD

AptusUPSD

+13.6%

IVViShares

+12.3%

+13.6%Year to date+12.3%

−11.9%Worst drop · 1Y−8.9%

15.9%Volatility · 1Y13.7%

0.6%Yield1.1%

$142MAssets$872B

3–1IVV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

VOO1.06%$106

UPSD0.58%$58

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

VOO$106 − $3 = $103

UPSD$58 − $79 = −$21

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: UPSD, VOO, IVV

Today

92.7%most shared, VOO and IVV

UPSDVOOIVV

UPSD—40.6%41.4%

VOO40.6%—92.7%

IVV41.4%92.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.8%UPSD, at 15.9% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

UPSDWorst drop−11.9%15.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IVVUPSD

+12.3%Year to date+13.6%

1.1%Yield0.6%

+12.7%Past year+13.8%

0.03%Fee0.79%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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UPSD, VOO and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three