Compare · 3 funds side by side · dividends reinvested

IVE, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVE, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.50%+14.6%+18.0%+17.8%+11.5%−6.2%10.3%$50.4B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVE 2000 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $50.4B$17,261

IVE

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 61.2% in common

IVEMeasureIVV

+14.6%Year to dateJan 1 → Nov 9+11.3%

+18.0%1 yearTotal return+13.6%

+17.8%3 years · per year$10,000 became $16,338 · $18,159+22.0%

+11.5%5 years · per year$10,000 became $17,261 · $17,545+11.9%

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

1.50%Trailing 12-mo yield$150 · $111 a year on $10k1.11%

−6.2%Worst dropSmaller is better−8.9%

10.3%VolatilityLower is calmer13.8%

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

5–3IVE wins

End-of-day Nov 9, 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

18.0%in top 5

IVV

in top 527.8%

IVEStockIVV

8.3%AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.0%AMZN4.0%

not top 5GOOGL2.6%

2.3%XOMnot top 5

1.9%WMTnot top 5

1.6%COSTnot top 5

Held in common61.2%

End-of-day Nov 9, 2026 · share of each fund

IVE vs IVV Returns, Every Period

iSharesIVE

+11.5%

5 years, per year

IVViShares

+11.9%

5 years, per year

IVEIVVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IVE vs IVV

YTD

iSharesIVE

+14.6%

IVViShares

+11.3%

+14.6%Year to date+11.3%

−6.2%Worst drop · 1Y−8.9%

10.3%Volatility · 1Y13.8%

1.5%Yield1.1%

$50.4BAssets$853B

4–0IVE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVE, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

IVE0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVE, IVV, VOO

1.50%highest, IVE

FundTrailing yieldYield$10k

IVE1.50%$150

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, IVE

IVE$150 − $18 = $132

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVE, IVV, VOO

Today

92.7%most shared, IVV and VOO

IVEIVVVOO

IVE—61.2%57.2%

IVV61.2%—92.7%

VOO57.2%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.0%IVE, at 10.3% volatility

IVEWorst drop−6.2%10.3% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVEIVV

+14.6%Year to date+11.3%

1.5%Yield1.1%

+18.0%Past year+13.6%

0.18%Fee0.03%

3–1IVE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026