Compare · 2 funds side by side · dividends reinvested

USOY and IVV

USOYDefiance×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

USOY 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%$853B1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$74M1.5

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: USOY 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

USOY

Oil Enhanced Options Income ETF · $74M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureUSOY

+8.7%Year to dateJan 1 → Nov 6+61.1%

+9.8%1 yearTotal return+60.0%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

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

0.03%Expense ratio$3 · $112 a year on $10k · lower is better1.12%

1.14%Trailing 12-mo yield$114 · $5,352 a year on $10k53.52%

−8.9%Worst dropSmaller is better−25.5%

13.6%VolatilityLower is calmer39.0%

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

3–3Level

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 USOY: Top 5 Holdings

Today

IVV

27.8%in top 5

USOY

in top 5[…]

IVVStockUSOY

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs USOY Returns, Every Period

iSharesIVV

+9.8%

past year

USOYDefiance

+60.0%

past year

IVVUSOYFaded: behind in that period

0–2USOY wins

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

Core vs Income: IVV vs USOY

YTD

iSharesIVV

+8.7%

USOYDefiance

+61.1%

+8.7%Year to date+61.1%

−8.9%Worst drop · 1Y−25.5%

13.6%Volatility · 1Y39.0%

1.1%Yield53.5%

$853BAssets$73.5M

2–2level

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

Cost, Income and Risk

Fees: USOY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

USOY1.12%$112

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

Yields: USOY, IVV

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

IVV1.14%$114

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

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

IVV$114 − $3 = $111

KeptFee

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

Overlap: USOY, IVV

Today

[…]holdings […]

USOYIVV

USOY—[…]

IVV[…]—

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

Return vs Bumpiness: 2 ETFs

+60.0%USOY, at 39.0% volatility

IVVWorst drop−8.9%13.6% vol

USOYWorst drop−25.5%39.0% vol

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

Paid More vs Made More

YTD

USOYIVV

+61.1%Year to date+8.7%

53.5%Yield1.1%

+60.0%Past year+9.8%

1.12%Fee0.03%

3–1USOY 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$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