Compare · 2 funds side by side · dividends reinvested

XFIV and IVV

XFIVBondBloxx×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

XFIV 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%$875B1.4

BondBloxx Bloomberg Five Year Target Duration US Treasury ETFBonds & Cash · Treasuries0.05%4.02%−0.6%−0.3%+4.3%[…]−4.8%3.6%$353M1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: XFIV 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · $353M[…]

XFIV

IVV

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

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

XFIVMeasureIVV

−0.6%Year to dateJan 1 → Nov 9+11.3%

−0.3%1 yearTotal return+13.6%

+4.3%3 years · per year$10,000 became $11,353 · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.05%Expense ratio$5 · $3 a year on $10k · lower is better0.03%

4.02%Trailing 12-mo yield$402 · $111 a year on $10k1.11%

−4.8%Worst dropSmaller is better−8.9%

3.6%VolatilityLower is calmer13.8%

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

3–4IVV wins

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

More Ways to See the Pairs

XFIV vs IVV: Top 5 Holdings

Today

XFIV

0.1%in top 5

IVV

in top 527.8%

XFIVStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.1%USDnot top 5

Held in common0.0%

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

XFIV vs IVV Returns, Every Period

BondBloxxXFIV

−0.3%

past year

IVViShares

+13.6%

past year

XFIVIVVFaded: behind in that period

0–3IVV wins

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

Bonds vs Core: XFIV vs IVV

YTD

BondBloxxXFIV

−0.6%

IVViShares

+11.3%

−0.6%Year to date+11.3%

−4.8%Worst drop · 1Y−8.9%

3.6%Volatility · 1Y13.8%

4.0%Yield1.1%

$353MAssets$875B

3–1XFIV wins

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

Cost, Income and Risk

Fees: XFIV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

XFIV0.05%$5

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

Yields: XFIV, IVV

4.02%highest, XFIV

FundTrailing yieldYield$10k

XFIV4.02%$402

IVV1.11%$111

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

Income After Fees on $10,000

$397most kept, XFIV

XFIV$402 − $5 = $397

IVV$111 − $3 = $108

KeptFee

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

Overlap: XFIV, IVV

Today

0.0%most shared, XFIV and IVV

XFIVIVV

XFIV—0.0%

IVV0.0%—

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

XFIVWorst drop−4.8%3.6% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

XFIVIVV

−0.6%Year to date+11.3%

4.0%Yield1.1%

−0.3%Past year+13.6%

0.05%Fee0.03%

3–1IVV 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