Compare · 3 funds side by side · dividends reinvested

EXI, VOO and IVV

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

02 / 04

EXI, 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%$850B1.5

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%$1.00T1.6

iShares Global Industrials ETFSectors · Industrials0.38%1.16%+4.4%+6.6%+20.2%+9.9%−12.4%18.0%$1.3B2.8

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: EXI 2006 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Industrials ETF · $1.3B$16,030

EXI

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

EXIMeasureVOO

+4.4%Year to dateJan 1 → Nov 6+8.7%

+6.6%1 yearTotal return+9.8%

+20.2%3 years · per year$10,000 became $17,347 · $18,079+21.8%

+9.9%5 years · per year$10,000 became $16,030 · $17,177+11.4%

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

1.16%Trailing 12-mo yield$116 · $110 a year on $10k1.10%

−12.4%Worst dropSmaller is better−8.9%

18.0%VolatilityLower is calmer13.5%

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

1–7VOO wins

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

More Ways to See the Pairs

EXI vs VOO: Top 5 Holdings

Today

EXI

13.4%in top 5

VOO

in top 528.3%

EXIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

3.5%GEnot top 5

not top 5GOOGL3.1%

2.7%RTXnot top 5

2.7%CATnot top 5

2.3%SIE.DEnot top 5

2.2%GEVnot top 5

Held in common8.1%

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

EXI vs VOO Returns, Every Period

iSharesEXI

+9.9%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

EXIVOOFaded: behind in that period

0–4VOO wins

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

Sector vs Core: EXI vs IVV

YTD

iSharesEXI

+4.4%

IVViShares

+8.7%

+4.4%Year to date+8.7%

−12.4%Worst drop · 1Y−8.9%

18.0%Volatility · 1Y13.6%

1.2%Yield1.1%

$1.3BAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: EXI, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

EXI0.38%$38

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

Yields: EXI, VOO, IVV

1.16%highest, EXI

FundTrailing yieldYield$10k

EXI1.16%$116

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

EXI$116 − $38 = $78

KeptFee

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

Overlap: EXI, VOO, IVV

Today

92.2%most shared, VOO and IVV

EXIVOOIVV

EXI—8.1%8.1%

VOO8.1%—92.2%

IVV8.1%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

EXIWorst drop−12.4%18.0% vol

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

Paid More vs Made More

YTD

EXIIVV

+4.4%Year to date+8.7%

1.2%Yield1.1%

+6.6%Past year+9.8%

0.38%Fee0.03%

3–1IVV 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%

$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