Compare · 2 funds side by side · dividends reinvested

USPX and IVV

USPXFranklin Templeton×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

USPX 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.0

Franklin U.S. Equity Index ETFUS Stock Styles · Large cap0.03%1.04%+10.9%+13.0%+22.0%+11.9%−9.1%13.9%$2.0B1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: USPX 2016 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Equity Index ETF · $2.0B$17,542

USPX

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 95.0% in common

USPXMeasureIVV

+10.9%Year to dateJan 1 → Nov 9+11.3%

+13.0%1 yearTotal return+13.6%

+22.0%3 years · per year$10,000 became $18,152 · $18,159+22.0%

+11.9%5 years · per year$10,000 became $17,542 · $17,545+11.9%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.04%Trailing 12-mo yield$104 · $111 a year on $10k1.11%

−9.1%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.8%

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

0–5IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USPX vs IVV: Top 5 Holdings

Today

USPX

27.6%in top 5

IVV

in top 527.8%

USPXStockIVV

7.9%AAPL7.9%

6.9%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common95.0%

End-of-day Nov 9, 2026 · share of each fund

USPX vs IVV Returns, Every Period

Franklin TempletonUSPX

+11.9%

5 years, per year

IVViShares

+11.9%

5 years, per year

USPXIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: USPX vs IVV

YTD

Franklin TempletonUSPX

+10.9%

IVViShares

+11.3%

+10.9%Year to date+11.3%

−9.1%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.8%

1.0%Yield1.1%

$2.0BAssets$875B

4–0IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USPX, IVV

Today

0.03%lowest, USPX

FundExpense ratioFee$10k

USPX0.03%$3

IVV0.03%$3

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: USPX, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

USPX1.04%$104

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

USPX$104 − $3 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: USPX, IVV

Today

95.0%most shared, USPX and IVV

USPXIVV

USPX—95.0%

IVV95.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

USPXWorst drop−9.1%13.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVUSPX

+11.3%Year to date+10.9%

1.1%Yield1.0%

+13.6%Past year+13.0%

0.03%Fee0.03%

3–0IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026