Compare · 2 funds side by side · dividends reinvested

ILCV and IVV

ILCViShares×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,986ILCV · best of the two

02 / 04

ILCV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Value ETFUS Stock Styles · Value0.04%1.52%+16.6%+21.2%+22.4%+12.5%−6.5%10.4%$1.4B1.1

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%$887B1.9

Rank among the two1st → 2ndFee, 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: ILCV 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Value ETF · $1.4B$17,986

ILCV

IVV

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

$10,000 five years ago, dividends reinvested · they hold 68.9% in common

ILCVMeasureIVV

+16.6%Year to dateJan 1 → Nov 5+8.4%

+21.2%1 yearTotal return+9.7%

+22.4%3 years · per year$10,000 became $18,350 · $18,221+22.1%

+12.5%5 years · per year$10,000 became $17,986 · $17,151+11.4%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.52%Trailing 12-mo yield$152 · $114 a year on $10k1.14%

−6.5%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer13.6%

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

7–1ILCV wins

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

More Ways to See the Pairs

ILCV vs IVV: Top 5 Holdings

Today

ILCV

24.7%in top 5

IVV

in top 527.7%

ILCVStockIVV

8.7%MSFT6.2%

7.1%AAPL7.7%

not top 5NVDA7.3%

3.3%AMZN3.9%

3.0%BRK-Bnot top 5

2.6%JPMnot top 5

not top 5GOOGL2.6%

Held in common68.9%

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

ILCV vs IVV Returns, Every Period

iSharesILCV

+12.5%

5 years, per year

IVViShares

+11.4%

5 years, per year

ILCVIVVFaded: behind in that period

4–0ILCV wins

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

Stocks vs Core: ILCV vs IVV

YTD

iSharesILCV

+16.6%

IVViShares

+8.4%

+16.6%Year to date+8.4%

−6.5%Worst drop · 1Y−8.9%

10.4%Volatility · 1Y13.6%

1.5%Yield1.1%

$1.4BAssets$887B

4–0ILCV wins

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

Cost, Income and Risk

Fees: ILCV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ILCV0.04%$4

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

Yields: ILCV, IVV

1.52%highest, ILCV

FundTrailing yieldYield$10k

ILCV1.52%$152

IVV1.14%$114

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

Income After Fees on $10,000

$148most kept, ILCV

ILCV$152 − $4 = $148

IVV$114 − $3 = $111

KeptFee

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

Overlap: ILCV, IVV

Today

68.9%most shared, ILCV and IVV

ILCVIVV

ILCV—68.9%

IVV68.9%—

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

Return vs Bumpiness: 2 ETFs

+21.2%ILCV, at 10.4% volatility

ILCVWorst drop−6.5%10.4% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

ILCVIVV

+16.6%Year to date+8.4%

1.5%Yield1.1%

+21.2%Past year+9.7%

0.04%Fee0.03%

3–1ILCV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026