Compare · 3 funds side by side · dividends reinvested

IAT, IVV and VOO

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

02 / 04

IAT, IVV and VOO, 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%$853B1.9

iShares U.S. Regional Banks ETFSectors · Financials0.37%2.76%+9.7%+22.9%+27.1%+1.7%−17.5%20.8%$627M2.0

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%$1.00T2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: IAT 2006 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Regional Banks ETF · $627M$10,891

IAT

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

IATMeasureIVV

+9.7%Year to dateJan 1 → Nov 6+8.7%

+22.9%1 yearTotal return+9.8%

+27.1%3 years · per year$10,000 became $20,522 · $18,084+21.8%

+1.7%5 years · per year$10,000 became $10,891 · $17,177+11.4%

0.37%Expense ratio$37 · $3 a year on $10k · lower is better0.03%

2.76%Trailing 12-mo yield$276 · $114 a year on $10k1.14%

−17.5%Worst dropSmaller is better−8.9%

20.8%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

IAT vs IVV: Top 5 Holdings

Today

IAT

49.1%in top 5

IVV

in top 527.8%

IATStockIVV

15.1%USBnot top 5

14.6%PNCnot top 5

9.8%TFCnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.2%FITBnot top 5

4.4%RFnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.7%

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

IAT vs IVV Returns, Every Period

iSharesIAT

+1.7%

5 years, per year

IVViShares

+11.4%

5 years, per year

IATIVVFaded: behind in that period

3–1IAT wins

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

Sector vs Core: IAT vs IVV

YTD

iSharesIAT

+9.7%

IVViShares

+8.7%

+9.7%Year to date+8.7%

−17.5%Worst drop · 1Y−8.9%

20.8%Volatility · 1Y13.6%

2.8%Yield1.1%

$627MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: IAT, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

IAT0.37%$37

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

Yields: IAT, IVV, VOO

2.76%highest, IAT

FundTrailing yieldYield$10k

IAT2.76%$276

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$239most kept, IAT

IAT$276 − $37 = $239

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IAT, IVV, VOO

Today

92.2%most shared, IVV and VOO

IATIVVVOO

IAT—0.7%0.6%

IVV0.7%—92.2%

VOO0.6%92.2%—

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

Return vs Bumpiness: 3 ETFs

+22.9%IAT, at 20.8% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

IATWorst drop−17.5%20.8% vol

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

Paid More vs Made More

YTD

IATIVV

+9.7%Year to date+8.7%

2.8%Yield1.1%

+22.9%Past year+9.8%

0.37%Fee0.03%

3–1IAT 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