Compare · 2 funds side by side · dividends reinvested

IVE and IVV

IVEiShares×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,747IVV · best of the two

02 / 04

IVE and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.51%+13.7%+16.0%+19.4%+11.3%−6.2%9.5%$50.6B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.6%+11.9%+24.1%+12.2%−8.9%12.8%$872B1.6

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: IVE 2000 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $50.6B$17,052

IVE

IVV

iShares Core S&P 500 ETF · $872B$17,747

$10,000 five years ago, dividends reinvested · they hold 60.5% in common

IVEMeasureIVV

+13.7%Year to dateJan 1 → Nov 3+11.6%

+16.0%1 yearTotal return+11.9%

+19.4%3 years · per year$10,000 became $17,033 · $19,093+24.1%

+11.3%5 years · per year$10,000 became $17,052 · $17,747+12.2%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.51%Trailing 12-mo yield$151 · $111 a year on $10k1.11%

−6.2%Worst dropSmaller is better−8.9%

9.5%VolatilityLower is calmer12.8%

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

5–3IVE wins

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

More Ways to See the Pairs

IVE vs IVV: Top 5 Holdings

Today

IVE

17.7%in top 5

IVV

in top 527.3%

IVEStockIVV

8.2%AAPL7.7%

not top 5NVDA7.6%

not top 5MSFT5.9%

3.6%AMZN3.6%

2.5%XOMnot top 5

not top 5GOOGL2.5%

1.8%WMTnot top 5

1.5%CVXnot top 5

Held in common60.5%

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

IVE vs IVV Returns, Every Period

iSharesIVE

+11.3%

5 years, per year

IVViShares

+12.2%

5 years, per year

IVEIVVFaded: behind in that period

2–2Level

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

IVE vs IVV

YTD

iSharesIVE

+13.7%

IVViShares

+11.6%

+13.7%Year to date+11.6%

−6.2%Worst drop · 1Y−8.9%

9.5%Volatility · 1Y12.8%

1.5%Yield1.1%

$50.6BAssets$872B

4–0IVE wins

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

Cost, Income and Risk

Fees: IVE, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IVE0.18%$18

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

Yields: IVE, IVV

1.51%highest, IVE

FundTrailing yieldYield$10k

IVE1.51%$151

IVV1.11%$111

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

Income After Fees on $10,000

$133most kept, IVE

IVE$151 − $18 = $133

IVV$111 − $3 = $108

KeptFee

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

Overlap: IVE, IVV

Today

60.5%most shared, IVE and IVV

IVEIVV

IVE—60.5%

IVV60.5%—

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

Return vs Bumpiness: 2 ETFs

+16.0%IVE, at 9.5% volatility

IVEWorst drop−6.2%9.5% vol

IVVWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

IVEIVV

+13.7%Year to date+11.6%

1.5%Yield1.1%

+16.0%Past year+11.9%

0.18%Fee0.03%

3–1IVE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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