IVV vs SOFX

AIVV

BSOFX

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV

Lowest cost0.03%IVV · $3 on $10k

Most income52.00%SOFX · $5,200 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common[…]IVV and SOFX

IVV

SOFX

iShares Core S&P 500 ETF · $872BDaily Target 2X Long SOFI ETF · $50M

+21.9%3 years · per year$18,122 · […][…]

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

0.03%Expense ratio$3 · $133 on $10k · lower wins1.33%

1.10%12-mo yield$110 · $5,200 on $10k52.00%

−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	BSOFX	Daily Target 2X Long SOFI ETFRead Desk		1.33%	52.00%	−1.1%	−75.6%	−83.6%	new	new	−88.1%	$50M

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	BSOFX	Daily Target 2X Long SOFI ETFRead Desk		1.33%	52.00%	−1.1%	−75.6%	−83.6%	new	new	−88.1%	$50M

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 SOFX

IVV

iShares Core S&P 500

$17,530

SOFX

Daily Target 2X Long SOFI

[…]

MeasureIVVSOFX

Fee0.03%1.33%

Cost on $10k a year$3$133

Yield1.10%52.00%

5 years, per year+11.9%[…]

3 years, per year+21.9%[…]

Worst drop · 1Y−8.9%−88.1%

Volatility · 1Y13.7%112.5%

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IVV vs SOFX

Both

Both

$10,000 in IVV, SOFX

Overlap: IVV, SOFX

IVV vs SOFX

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Overlap: IVV, SOFX

Income After Fees on $10,000