Compare · 3 funds side by side · dividends reinvested

FSML, VUG and IVV

FSMLFranklin Templeton×VUGVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

FSML, VUG 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.3

Franklin Small Cap Enhanced ETFUS Stock Styles · Small cap0.45%0.53%+14.1%[…][…][…][…][…]$145M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: FSML 2025 · VUG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

FSML

Franklin Small Cap Enhanced ETF · $145M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureFSML

+8.4%Year to dateJan 1 → Nov 5+14.1%

+9.7%1 yearTotal return[…]

+22.1%3 years · per year$10,000 became $18,221 · […][…]

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.14%Trailing 12-mo yield$114 · $53 a year on $10k0.53%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

2–1IVV wins

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

More Ways to See the Pairs

IVV vs FSML: Top 5 Holdings

Today

IVV

27.7%in top 5

FSML

in top 57.0%

IVVStockFSML

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5BOX1.6%

not top 5HNGE1.4%

not top 5EXPO1.4%

not top 5VLY1.3%

not top 5KSS1.3%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IVV vs FSML Returns, Every Period

iSharesIVV

+9.7%

past year

FSMLFranklin Templeton

[…]

past year

IVVFSMLFaded: behind in that period

0–1FSML wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs FSML

YTD

iSharesIVV

+8.4%

FSMLFranklin Templeton

+14.1%

+8.4%Year to date+14.1%

−8.9%Worst drop · 1Y[…]

13.6%Volatility · 1Y[…]

1.1%Yield0.5%

$850BAssets$145M

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSML, VUG, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

FSML0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FSML, VUG, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

FSML0.53%$53

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VUG$43 − $3 = $40

FSML$53 − $45 = $8

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FSML, VUG, IVV

Today

55.4%most shared, VUG and IVV

FSMLVUGIVV

FSML—0.0%0.0%

VUG0.0%—55.4%

IVV0.0%55.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

FSMLWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVFSML

+8.4%Year to date+14.1%

1.1%Yield0.5%

+9.7%Past year[…]

0.03%Fee0.45%

2–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026