IVV vs SOVF

AIVV

BSOVF

Measures won5–0IVV 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−8.9%IVV · worst fall in 1Y

Held in common4.2%IVV and SOVF

IVV

SOVF

iShares Core S&P 500 ETF · $872BSovereign's Capital Flourish Fund · $90M

+21.9%3 years · per year$18,122 · $13,014+9.2%

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

0.03%Expense ratio$3 · $75 on $10k · lower wins0.75%

1.10%12-mo yield$110 · $70 on $10k0.70%

−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	BSOVF	Sovereign's Capital Flourish FundRead Desk		0.75%	0.70%	+0.7%	+9.8%	+14.7%	+9.2%	new	−13.8%	$90M

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	BSOVF	Sovereign's Capital Flourish FundRead Desk		0.75%	0.70%	+0.7%	+9.8%	+14.7%	+9.2%	new	−13.8%	$90M

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 SOVF

IVV

iShares Core S&P 500

$17,530

SOVF

Sovereign's Capital Flourish Fund

[…]

MeasureIVVSOVF

Fee0.03%0.75%

Cost on $10k a year$3$75

Yield1.10%0.70%

5 years, per year+11.9%[…]

3 years, per year+21.9%+9.2%

Worst drop · 1Y−8.9%−13.8%

Volatility · 1Y13.7%

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IVV vs SOVF

Both

Both

$10,000 in IVV, SOVF

Overlap: IVV, SOVF

IVV vs SOVF

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Overlap: IVV, SOVF

Income After Fees on $10,000