Compare · 3 funds side by side · dividends reinvested

IJR, IVV and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

IJR, IVV and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

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%$853B2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.6

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: IJR 2000 · IVV 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

IVV

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

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

IJRMeasureIVV

+15.5%Year to dateJan 1 → Nov 6+8.7%

+17.6%1 yearTotal return+9.8%

+17.3%3 years · per year$10,000 became $16,147 · $18,084+21.8%

+5.7%5 years · per year$10,000 became $13,170 · $17,177+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%

16.2%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 6, 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

2.6%in top 5

IVV

in top 527.8%

IJRStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common0.0%

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

IJR vs IVV Returns, Every Period

iSharesIJR

+5.7%

5 years, per year

IVViShares

+11.4%

5 years, per year

IJRIVVFaded: behind in that period

2–2Level

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

IJR vs VTV

YTD

iSharesIJR

+15.5%

VTVVanguard

+18.5%

+15.5%Year to date+18.5%

−9.7%Worst drop · 1Y−6.4%

16.2%Volatility · 1Y10.7%

1.2%Yield1.9%

$104BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IJR, IVV, VTV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTV0.03%$3

IJR0.06%$6

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

Yields: IJR, IVV, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IJR1.24%$124

IVV1.14%$114

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJR$124 − $6 = $118

IVV$114 − $3 = $111

KeptFee

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

Overlap: IJR, IVV, VTV

Today

44.0%most shared, IVV and VTV

IJRIVVVTV

IJR—0.0%0.0%

IVV0.0%—44.0%

VTV0.0%44.0%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IVVWorst drop−8.9%13.6% vol

IJRWorst drop−9.7%16.2% vol

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

Paid More vs Made More

YTD

VTVIJR

+18.5%Year to date+15.5%

1.9%Yield1.2%

+22.9%Past year+17.6%

0.03%Fee0.06%

4–0VTV 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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026