Compare · 3 funds side by side · dividends reinvested

CFA, VOO and IVV

CFAVictoryShares×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

CFA, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US 500 Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.27%+10.9%+13.0%+16.3%+7.4%−7.1%11.0%$530M1.8

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%$853B2.0

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%$1.00T2.1

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: CFA 2014 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Volatility Wtd ETF · $530M$14,285

CFA

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 35.6% in common

CFAMeasureVOO

+10.9%Year to dateJan 1 → Nov 6+8.7%

+13.0%1 yearTotal return+9.8%

+16.3%3 years · per year$10,000 became $15,739 · $18,079+21.8%

+7.4%5 years · per year$10,000 became $14,285 · $17,177+11.4%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

1.27%Trailing 12-mo yield$127 · $110 a year on $10k1.10%

−7.1%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer13.5%

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

5–3CFA wins

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

More Ways to See the Pairs

CFA vs VOO: Top 5 Holdings

Today

CFA

2.2%in top 5

VOO

in top 528.3%

CFAStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%EDnot top 5

0.4%DUKnot top 5

Held in common35.6%

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

CFA vs VOO Returns, Every Period

VictorySharesCFA

+7.4%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

CFAVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: CFA vs IVV

YTD

VictorySharesCFA

+10.9%

IVViShares

+8.7%

+10.9%Year to date+8.7%

−7.1%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y13.6%

1.3%Yield1.1%

$530MAssets$853B

4–0CFA wins

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

Cost, Income and Risk

Fees: CFA, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

CFA0.38%$38

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

Yields: CFA, VOO, IVV

1.27%highest, CFA

FundTrailing yieldYield$10k

CFA1.27%$127

IVV1.14%$114

VOO1.10%$110

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

CFA$127 − $38 = $89

KeptFee

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

Overlap: CFA, VOO, IVV

Today

92.2%most shared, VOO and IVV

CFAVOOIVV

CFA—35.6%38.0%

VOO35.6%—92.2%

IVV38.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+13.0%CFA, at 11.0% volatility

CFAWorst drop−7.1%11.0% 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

CFAIVV

+10.9%Year to date+8.7%

1.3%Yield1.1%

+13.0%Past year+9.8%

0.38%Fee0.03%

3–1CFA wins

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026