IVV vs SASS5YIVVIVVAvsBSASSSASSiShares Core S&P 500 ETF · $883BM.D. Sass Concentrated Value ETF · $80MReturns · dividends in+21.9%3 years · per year$18,122 · […][…]+11.9%5 years · per year$17,530 · […][…]Cost and income0.03%Expense ratio$3 · $75 on $10k · lower wins0.75%1.10%12-mo yield$110 · $0 on $10k0.00%Risk · 1 year
Overlap: IVV, SASS, VTVToday43.8%most shared, IVV and VTVIVVSASSVTVIVV—5.5%43.8%SASS5.5%—2.2%VTV43.8%2.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
IVV vs SASS5YAIVViShares Core S&P 500$17,530vsSASSBM.D. Sass Concentrated Value[…]MeasureIVVSASSFee0.03%0.75%Cost on $10k a year$3$75Yield1.10%0.00%5 years, per year+11.9%[…]3 years, per year+21.9%[…]Worst drop · 1Y−8.9%[…]Volatility · 1Y13.7%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2AIVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B3BSASSM.D. Sass Concentrated Value ETFReadDesk0.75%0.00%+0.8%newnewnewnew[…]$80MEnd-of-day Nov 11, 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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2AIVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B3BSASSM.D. Sass Concentrated Value ETFReadDesk0.75%0.00%+0.8%newnewnewnew[…]$80MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
VTV vs SCHVYTDVanguardVTVVA+22.3%vsBSSCHVSchwab+19.9%Jan 1Nov 11+22.3%+19.9%+22.3%Year to date+19.9%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 11, 2026
VOO vs IVVYTDVanguardVOOVA+12.3%vsBiSIVViShares+12.3%Jan 1Nov 11+12.3%+12.3%+12.3%Year to date+12.3%1.1%Yield1.1%$1.00TAssets$883B0–0levelEnd-of-day Nov 11, 2026
Overlap: IVV, SASS, VTVToday43.8%most shared, IVV and VTVIVVSASSVTVIVV—5.5%43.8%SASS5.5%—2.2%VTV43.8%2.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178IVV$110 − $3 = $107SASS$0 − $75 = −$75KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee