Compare · 3 funds side by side · dividends reinvested

APUE, VOO and IVV

APUEActivePassive×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

APUE, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.76%+9.1%+10.7%+21.5%[…]−9.0%13.5%$2.5B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: APUE 2023 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive U.S. Equity ETF · $2.5B[…]

APUE

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 82.6% in common

APUEMeasureVOO

+9.1%Year to dateJan 1 → Nov 6+8.7%

+10.7%1 yearTotal return+9.8%

+21.5%3 years · per year$10,000 became $17,957 · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

0.76%Trailing 12-mo yield$76 · $110 a year on $10k1.10%

−9.0%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.5%

APUEVOO Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4VOO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

APUE vs VOO: Top 5 Holdings

Today

APUE

27.2%in top 5

VOO

in top 528.3%

APUEStockVOO

6.0%NVDA8.4%

7.2%AAPL7.4%

5.7%MSFT5.8%

4.5%DFASnot top 5

3.7%AMZN3.7%

not top 5GOOGL3.1%

Held in common82.6%

End-of-day Nov 6, 2026 · share of each fund

APUE vs VOO Returns, Every Period

ActivePassiveAPUE

+10.7%

past year

VOOVanguard

+9.8%

past year

APUEVOOFaded: behind in that period

2–1APUE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: APUE vs IVV

YTD

ActivePassiveAPUE

+9.1%

IVViShares

+8.7%

+9.1%Year to date+8.7%

−9.0%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.6%

0.8%Yield1.1%

$2.5BAssets$850B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APUE, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

APUE0.31%$31

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: APUE, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

APUE0.76%$76

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

APUE$76 − $31 = $45

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: APUE, VOO, IVV

Today

92.2%most shared, VOO and IVV

APUEVOOIVV

APUE—82.6%85.0%

VOO82.6%—92.2%

IVV85.0%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.7%APUE, at 13.5% volatility

APUEWorst drop−9.0%13.5% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVAPUE

+8.7%Year to date+9.1%

1.1%Yield0.8%

+9.8%Past year+10.7%

0.03%Fee0.31%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026