Compare · 3 funds side by side · dividends reinvested

INVN, IGV 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

INVN, IGV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.00T1.3

Alger Russell Innovation ETFThematic · Disruptive tech0.55%0.23%+22.6%+26.5%[…][…]−20.4%25.1%$11M1.8

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B2.6

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: INVN 2025 · IGV 2001 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Alger Russell Innovation ETF · $11M[…]

INVN

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

INVNMeasureIGV

+22.6%Year to dateJan 1 → Nov 6−6.4%

+26.5%1 yearTotal return−11.5%

[…]3 years · per year$10,000 became […] · $14,533+13.3%

[…]5 years · per year$10,000 became […] · $11,264+2.4%

0.55%Expense ratio$55 · $38 a year on $10k · lower is better0.38%

0.23%Trailing 12-mo yield$23 · $2 a year on $10k0.02%

−20.4%Worst dropSmaller is better−33.2%

25.1%VolatilityLower is calmer32.9%

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

5–1INVN wins

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

More Ways to See the Pairs

INVN vs IGV: Top 5 Holdings

Today

INVN

12.3%in top 5

IGV

in top 540.4%

INVNStockIGV

not top 5MSFT9.5%

not top 5PANW8.2%

not top 5PLTR7.9%

not top 5CRWD7.8%

not top 5ORCL7.0%

2.6%PCORnot top 5

2.5%DOCUnot top 5

2.4%Unot top 5

2.4%GDDYnot top 5

2.4%EXELnot top 5

Held in common9.8%

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

INVN vs IGV Returns, Every Period

AlgerINVN

+26.5%

past year

IGViShares

−11.5%

past year

INVNIGVFaded: behind in that period

2–0INVN wins

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

Thematic vs Core: INVN vs VOO

YTD

AlgerINVN

+22.6%

VOOVanguard

+8.7%

+22.6%Year to date+8.7%

−20.4%Worst drop · 1Y−8.9%

25.1%Volatility · 1Y13.5%

0.2%Yield1.1%

$10.6MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: INVN, IGV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IGV0.38%$38

INVN0.55%$55

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

Yields: INVN, IGV, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

INVN0.23%$23

IGV0.02%$2

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

INVN$23 − $55 = −$32

IGV$2 − $38 = −$36

KeptFee

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

Overlap: INVN, IGV, VOO

Today

9.8%most shared, INVN and IGV

INVNIGVVOO

INVN—9.8%3.9%

IGV9.8%—9.5%

VOO3.9%9.5%—

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

Return vs Bumpiness: 3 ETFs

+26.5%INVN, at 25.1% volatility

VOOWorst drop−8.9%13.5% vol

INVNWorst drop−20.4%25.1% vol

IGVWorst drop−33.2%32.9% vol

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

Paid More vs Made More

YTD

VOOINVN

+8.7%Year to date+22.6%

1.1%Yield0.2%

+9.8%Past year+26.5%

0.03%Fee0.55%

2–2level

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

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

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