Compare · 2 funds side by side · dividends reinvested

ZHOG and IVV

ZHOGF/m×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 / 03

ZHOG 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%$853B1.1

F/m Opportunistic Income ETFIncome · Dividend stocks0.40%5.12%+1.1%[…][…][…][…][…]$45M1.7

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: ZHOG 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

F/m Opportunistic Income ETF · $45M[…]

ZHOG

IVV

iShares Core S&P 500 ETF · $853B$17,545

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

ZHOGMeasureIVV

+1.1%Year to dateJan 1 → Nov 9+11.3%

[…]1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

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

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

5.12%Trailing 12-mo yield$512 · $111 a year on $10k1.11%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.8%

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

1–2IVV wins

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

More Ways to See the Pairs

ZHOG vs IVV: Top 5 Holdings

Today

ZHOG

22.1%in top 5

IVV

in top 527.8%

ZHOGStockIVV

10.6%ZTREnot top 5

9.8%ZTOPnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.6%RBILnot top 5

Held in common0.0%

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

ZHOG vs IVV Returns, Every Period

F/mZHOG

[…]

past year

IVViShares

+13.6%

past year

ZHOGIVVFaded: behind in that period

0–1IVV wins

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

Income vs Core: ZHOG vs IVV

YTD

F/mZHOG

+1.1%

IVViShares

+11.3%

+1.1%Year to date+11.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.8%

5.1%Yield1.1%

$45.1MAssets$853B

1–1level

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

Cost, Income and Risk

Fees: ZHOG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ZHOG0.40%$40

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

Yields: ZHOG, IVV

5.12%highest, ZHOG

FundTrailing yieldYield$10k

ZHOG5.12%$512

IVV1.11%$111

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

Income After Fees on $10,000

$472most kept, ZHOG

ZHOG$512 − $40 = $472

IVV$111 − $3 = $108

KeptFee

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

Overlap: ZHOG, IVV

Today

0.0%most shared, ZHOG and IVV

ZHOGIVV

ZHOG—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

IVVWorst drop−8.9%13.8% vol

ZHOGWorst drop[…][…]

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

Paid More vs Made More

YTD

ZHOGIVV

+1.1%Year to date+11.3%

5.1%Yield1.1%

[…]Past year+13.6%

0.40%Fee0.03%

2–1IVV 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$853B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026