Compare · 3 funds side by side · dividends reinvested

ITDF, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

ITDF, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

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%$1.00T1.8

iShares LifePath Target Date 2050 ETFUnsorted0.11%1.52%+8.4%+10.2%+20.0%[…]−9.3%13.7%$98M2.4

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: ITDF 2023 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

ITDF

iShares LifePath Target Date 2050 ETF · $98M[…]

$10,000 five years ago, dividends reinvested · they hold 50.2% in common

IVVMeasureITDF

+8.7%Year to dateJan 1 → Nov 6+8.4%

+9.8%1 yearTotal return+10.2%

+21.8%3 years · per year$10,000 became $18,084 · $17,270+20.0%

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $11 a year on $10k · lower is better0.11%

1.14%Trailing 12-mo yield$114 · $152 a year on $10k1.52%

−8.9%Worst dropSmaller is better−9.3%

13.6%VolatilityLower is calmer13.7%

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

5–2IVV wins

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

More Ways to See the Pairs

IVV vs ITDF: Top 5 Holdings

Today

IVV

27.8%in top 5

ITDF

in top 513.7%

IVVStockITDF

7.9%AAPL3.9%

6.9%NVDA3.3%

6.3%MSFT3.1%

4.0%AMZN2.0%

2.6%GOOGLnot top 5

not top 52330.TW1.3%

Held in common50.2%

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

IVV vs ITDF Returns, Every Period

iSharesIVV

+9.8%

past year

ITDFiShares

+10.2%

past year

IVVITDFFaded: behind in that period

2–1IVV wins

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

Core vs Unsorted: IVV vs ITDF

YTD

iSharesIVV

+8.7%

ITDFiShares

+8.4%

+8.7%Year to date+8.4%

−8.9%Worst drop · 1Y−9.3%

13.6%Volatility · 1Y13.7%

1.1%Yield1.5%

$853BAssets$98.3M

3–1IVV wins

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

Cost, Income and Risk

Fees: ITDF, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

ITDF0.11%$11

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

Yields: ITDF, VOO, IVV

1.52%highest, ITDF

FundTrailing yieldYield$10k

ITDF1.52%$152

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$141most kept, ITDF

ITDF$152 − $11 = $141

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: ITDF, VOO, IVV

Today

92.2%most shared, VOO and IVV

ITDFVOOIVV

ITDF—50.0%50.2%

VOO50.0%—92.2%

IVV50.2%92.2%—

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

Return vs Bumpiness: 3 ETFs

+10.2%ITDF, at 13.7% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

ITDFWorst drop−9.3%13.7% vol

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

Paid More vs Made More

YTD

ITDFIVV

+8.4%Year to date+8.7%

1.5%Yield1.1%

+10.2%Past year+9.8%

0.11%Fee0.03%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026