Compare · 2 funds side by side · dividends reinvested

USEP and IVV

USEPInnovator×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

USEP 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%$850B1.3

Innovator U.S. Equity Ultra Buffer ETFDefined Outcome · Buffer0.79%0.00%+5.2%+6.5%+12.5%+7.8%−4.0%6.0%$239M1.8

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: USEP 2019 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Ultra Buffer ETF · $239M$14,541

USEP

IVV

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

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

USEPMeasureIVV

+5.2%Year to dateJan 1 → Nov 6+8.7%

+6.5%1 yearTotal return+9.8%

+12.5%3 years · per year$10,000 became $14,246 · $18,084+21.8%

+7.8%5 years · per year$10,000 became $14,541 · $17,177+11.4%

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

0.00%Trailing 12-mo yield$0 · $114 a year on $10k1.14%

−4.0%Worst dropSmaller is better−8.9%

6.0%VolatilityLower is calmer13.6%

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

2–6IVV wins

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

More Ways to See the Pairs

USEP vs IVV: Top 5 Holdings

Today

USEP

96.1%in top 5

IVV

in top 527.8%

USEPStockIVV

96.1%VOOnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

USEP vs IVV Returns, Every Period

InnovatorUSEP

+7.8%

5 years, per year

IVViShares

+11.4%

5 years, per year

USEPIVVFaded: behind in that period

0–4IVV wins

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

Defined Outcome vs Core: USEP vs IVV

YTD

InnovatorUSEP

+5.2%

IVViShares

+8.7%

+5.2%Year to date+8.7%

−4.0%Worst drop · 1Y−8.9%

6.0%Volatility · 1Y13.6%

0.0%Yield1.1%

$239MAssets$850B

2–2level

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

Cost, Income and Risk

Fees: USEP, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

USEP0.79%$79

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

Yields: USEP, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

USEP0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

USEP$0 − $79 = −$79

KeptFee

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

Overlap: USEP, IVV

Today

0.0%most shared, USEP and IVV

USEPIVV

USEP—0.0%

IVV0.0%—

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

USEPWorst drop−4.0%6.0% 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

IVVUSEP

+8.7%Year to date+5.2%

1.1%Yield0.0%

+9.8%Past year+6.5%

0.03%Fee0.79%

4–0IVV 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