Compare · 3 funds side by side · dividends reinvested

IJR, IVV and IWF

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

02 / 04

IJR, IVV and IWF, 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%$887B1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IJR 2000 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $108B$13,136

IJR

IVV

iShares Core S&P 500 ETF · $887B$17,151

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

IJRMeasureIVV

+15.4%Year to dateJan 1 → Nov 5+8.4%

+19.4%1 yearTotal return+9.7%

+17.4%3 years · per year$10,000 became $16,200 · $18,221+22.1%

+5.6%5 years · per year$10,000 became $13,136 · $17,151+11.4%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

1.24%Trailing 12-mo yield$124 · $114 a year on $10k1.14%

−9.7%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

IJR vs IVV: Top 5 Holdings

Today

IJR

2.7%in top 5

IVV

in top 527.7%

IJRStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

0.5%VSATnot top 5

Held in common0.0%

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

IJR vs IVV Returns, Every Period

iSharesIJR

+5.6%

5 years, per year

IVViShares

+11.4%

5 years, per year

IJRIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: IJR vs IVV

YTD

iSharesIJR

+15.4%

IVViShares

+8.4%

+15.4%Year to date+8.4%

−9.7%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.6%

1.2%Yield1.1%

$108BAssets$887B

2–2level

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

Cost, Income and Risk

Fees: IJR, IVV, IWF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IJR0.06%$6

IWF0.18%$18

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

Yields: IJR, IVV, IWF

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

IVV1.14%$114

IWF0.39%$39

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IVV$114 − $3 = $111

IWF$39 − $18 = $21

KeptFee

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

Overlap: IJR, IVV, IWF

Today

56.4%most shared, IVV and IWF

IJRIVVIWF

IJR—0.0%0.1%

IVV0.0%—56.4%

IWF0.1%56.4%—

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

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

IVVWorst drop−8.9%13.6% vol

IJRWorst drop−9.7%16.3% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

IJRIVV

+15.4%Year to date+8.4%

1.2%Yield1.1%

+19.4%Past year+9.7%

0.06%Fee0.03%

3–1IJR 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$805B

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$62.5B

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$887B

0–0level

End-of-day Nov 5, 2026