Compare · 3 funds side by side · dividends reinvested

GVLU, 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

GVLU, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Gotham 1000 Value ETFUS Stock Styles · Value0.65%5.47%+17.8%+23.6%+18.7%[…]−8.5%13.3%$267M1.6

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%$850B2.0

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: GVLU 2022 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Gotham 1000 Value ETF · $267M[…]

GVLU

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

GVLUMeasureVOO

+17.8%Year to dateJan 1 → Nov 6+8.7%

+23.6%1 yearTotal return+9.8%

+18.7%3 years · per year$10,000 became $16,713 · $18,079+21.8%

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

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

5.47%Trailing 12-mo yield$547 · $110 a year on $10k1.10%

−8.5%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.5%

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

5–2GVLU wins

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

More Ways to See the Pairs

GVLU vs VOO: Top 5 Holdings

Today

GVLU

2.6%in top 5

VOO

in top 528.3%

GVLUStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.6%ACNnot top 5

0.5%CCInot top 5

0.5%GMnot top 5

0.5%DDnot top 5

0.5%MIDDnot top 5

Held in common11.0%

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

GVLU vs VOO Returns, Every Period

GothamGVLU

+23.6%

past year

VOOVanguard

+9.8%

past year

GVLUVOOFaded: behind in that period

2–1GVLU wins

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

Stocks vs Core: GVLU vs IVV

YTD

GothamGVLU

+17.8%

IVViShares

+8.7%

+17.8%Year to date+8.7%

−8.5%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.6%

5.5%Yield1.1%

$267MAssets$850B

4–0GVLU wins

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

Cost, Income and Risk

Fees: GVLU, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

GVLU0.65%$65

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

Yields: GVLU, VOO, IVV

5.47%highest, GVLU

FundTrailing yieldYield$10k

GVLU5.47%$547

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$482most kept, GVLU

GVLU$547 − $65 = $482

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: GVLU, VOO, IVV

Today

92.2%most shared, VOO and IVV

GVLUVOOIVV

GVLU—11.0%11.8%

VOO11.0%—92.2%

IVV11.8%92.2%—

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

Return vs Bumpiness: 3 ETFs

+23.6%GVLU, at 13.3% volatility

GVLUWorst drop−8.5%13.3% 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

GVLUIVV

+17.8%Year to date+8.7%

5.5%Yield1.1%

+23.6%Past year+9.8%

0.65%Fee0.03%

3–1GVLU 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