IVV vs BALT5YIVVIVVAvsBBALTBALTiShares Core S&P 500 ETF · $883BInnovator Defined Wealth Shield ETF · $3.3BReturns · dividends in+21.7%3 years · per year$18,019 · $12,471+7.6%+11.7%5 years · per year$17,398 · $13,530+6.2%Cost and income0.03%Expense ratio$3 · $69 on $10k · lower wins0.69%1.10%
Overlap: IVV, BALT, VTIToday86.3%most shared, IVV and VTIIVVBALTVTIIVV—[…]86.3%BALT[…]—[…]VTI86.3%[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IVV vs BALT5YAIVViShares Core S&P 500$17,398vsBALTBInnovator Defined Wealth Shield$13,530$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$882.8B2VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+12.1%+12.2%+21.4%+10.6%−8.9%$689.2B3BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$882.8B2VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+12.1%+12.2%+21.4%+10.6%−8.9%$689.2B3BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
VTI vs ITOTYTDVanguardVTIVA+12.1%vsBiSITOTiShares+11.9%Jan 1Nov 12+12.1%+11.9%+12.1%Year to date+11.9%1.1%Yield1.0%$689BAssets$96.5B2–0VTI winsEnd-of-day Nov 12, 2026
VOO vs IVVYTDVanguardVOOVA+11.9%vsBiSIVViShares+12.0%Jan 1Nov 12+11.9%+12.0%+11.9%Year to date+12.0%1.1%Yield1.1%$1.00TAssets$883B1–0IVV winsEnd-of-day Nov 12, 2026
Overlap: IVV, BALT, VTIToday86.3%most shared, IVV and VTIIVVBALTVTIIVV—[…]86.3%BALT[…]—[…]VTI86.3%[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$107most kept, IVVIVV$110 − $3 = $107VTI$106 − $3 = $103BALT$0 − $69 = −$69KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee