SHDG vs VTI5YSHDGSHDGAvsBVTIVTISoundwatch Hedged Equity ETF · $156MVanguard Morningstar Total Stock Market ETF · $689BReturns · dividends in+12.9%3 years · per year$14,392 · $17,841+21.3%[…]5 years · per year[…] · $16,412+10.4%Cost and income1.01%Expense ratio$101 · $3 on $10k · lower wins0.03%0.48%12-mo yield$48 · $106 on $10k
Overlap: SHDG, VTI, IVVToday86.3%most shared, VTI and IVVSHDGVTIIVVSHDG—0.0%0.0%VTI0.0%—86.3%IVV0.0%86.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SHDG vs VTI5YASHDGSoundwatch Hedged Equity[…]vsVTIBVanguard Morningstar Total Stock Market$16,412MeasureSHDGVTIFee1.01%0.03%Cost on $10k a year$101$3Yield0.48%1.06%5 years, per year[…]+10.4%3 years, per year+12.9%+21.3%Worst drop · 1Y−6.6%−8.9%Volatility · 1Y9.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$875.2B2BVTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+11.6%+11.8%+21.3%+10.4%−8.9%$689.2B3ASHDGSoundwatch Hedged Equity ETFReadDesk1.01%0.48%−0.3%+2.7%+3.3%+12.9%new−6.6%$156MEnd-of-day Nov 13, 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▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$875.2B2BVTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+11.6%+11.8%+21.3%+10.4%−8.9%$689.2B3ASHDGSoundwatch Hedged Equity ETFReadDesk1.01%0.48%−0.3%+2.7%+3.3%+12.9%new−6.6%$156MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
VTI vs ITOTYTDVanguardVTIVA+11.6%vsBiSITOTiShares+11.5%Jan 1Nov 13+11.6%+11.5%+11.6%Year to date+11.5%1.1%Yield1.0%$689BAssets$95.8B2–0VTI winsEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 13, 2026
Overlap: SHDG, VTI, IVVToday86.3%most shared, VTI and IVVSHDGVTIIVVSHDG—0.0%0.0%VTI0.0%—86.3%IVV0.0%86.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108VTI$106 − $3 = $103SHDG$48 − $101 = −$53KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee