IVV vs SHDG

AIVV

BSHDG

Measures won3–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−6.6%SHDG · worst fall in 1Y

Held in common0.0%IVV and SHDG

IVV

SHDG

iShares Core S&P 500 ETF · $872BSoundwatch Hedged Equity ETF · $155M

+21.9%3 years · per year$18,122 · $14,568+13.4%

+11.9%5 years · per year$17,530 · […][…]

0.03%Expense ratio$3 · $101 on $10k · lower wins1.01%

1.10%12-mo yield$110 · $48 on $10k0.48%

−8.9%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BSHDG	Soundwatch Hedged Equity ETFRead Desk		1.01%	0.48%	+0.9%	+3.3%	+4.1%	+13.4%	new	−6.6%	$155M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BSHDG	Soundwatch Hedged Equity ETFRead Desk		1.01%	0.48%	+0.9%	+3.3%	+4.1%	+13.4%	new	−6.6%	$155M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SHDG

IVV

iShares Core S&P 500

$17,530

SHDG

Soundwatch Hedged Equity

[…]

MeasureIVVSHDG

Fee0.03%1.01%

Cost on $10k a year$3$101

Yield1.10%0.48%

5 years, per year+11.9%[…]

3 years, per year+21.9%+13.4%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y13.7%9.1%

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IVV vs SHDG

Both

Both

$10,000 in IVV, SHDG

Overlap: IVV, SHDG

IVV vs SHDG

SPYM vs SPY

VOO vs IVV

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Overlap: IVV, SHDG

Income After Fees on $10,000