Compare · 2 funds side by side · dividends reinvested

IQSU and VV

IQSUNY Life Investments×VVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,405VV · best of the two

02 / 04

IQSU and VV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Large-Cap ETFLow-Cost Core · US large cap0.03%1.04%+11.3%+11.3%+24.3%+11.7%−9.2%12.9%$54.1B1.3

NYLI Candriam U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.09%0.93%+12.4%+13.7%+20.7%+10.3%−11.2%14.3%$334M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IQSU 2019 · VV 2004

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Candriam U.S. Large Cap Equity ETF · $334M$16,337

IQSU

Vanguard Morningstar Large-Cap ETF · $54.1B$17,405

$10,000 five years ago, dividends reinvested · they hold 57.9% in common

IQSUMeasureVV

+12.4%Year to dateJan 1 → Nov 3+11.3%

+13.7%1 yearTotal return+11.3%

+20.7%3 years · per year$10,000 became $17,573 · $19,187+24.3%

+10.3%5 years · per year$10,000 became $16,337 · $17,405+11.7%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.93%Trailing 12-mo yield$93 · $104 a year on $10k1.04%

−11.2%Worst dropSmaller is better−9.2%

14.3%VolatilityLower is calmer12.9%

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

2–6VV wins

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

More Ways to See the Pairs

IQSU vs VV: Top 5 Holdings

Today

IQSU

29.4%in top 5

in top 528.4%

IQSUStockVV

10.8%AAPL7.5%

not top 5NVDA8.1%

5.5%MSFT5.9%

4.9%AMZN3.7%

4.4%GOOGL3.1%

3.8%GOOGnot top 5

Held in common57.9%

End-of-day Nov 3, 2026 · share of each fund

IQSU vs VV Returns, Every Period

NY Life InvestmentsIQSU

+10.3%

5 years, per year

VVVanguard

+11.7%

5 years, per year

IQSUVVFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IQSU vs VV

YTD

NY Life InvestmentsIQSU

+12.4%

VVVanguard

+11.3%

+12.4%Year to date+11.3%

−11.2%Worst drop · 1Y−9.2%

14.3%Volatility · 1Y12.9%

0.9%Yield1.0%

$334MAssets$54.1B

3–1VV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQSU, VV

Today

0.03%lowest, VV

FundExpense ratioFee$10k

VV0.03%$3

IQSU0.09%$9

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IQSU, VV

1.04%highest, VV

FundTrailing yieldYield$10k

VV1.04%$104

IQSU0.93%$93

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, VV

VV$104 − $3 = $101

IQSU$93 − $9 = $84

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IQSU, VV

Today

57.9%most shared, IQSU and VV

IQSUVV

IQSU—57.9%

VV57.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.7%IQSU, at 14.3% volatility

VVWorst drop−9.2%12.9% vol

IQSUWorst drop−11.2%14.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VVIQSU

+11.3%Year to date+12.4%

1.0%Yield0.9%

+11.3%Past year+13.7%

0.03%Fee0.09%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026