Compare · 3 funds side by side · dividends reinvested

IVE, VIG and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

IVE, VIG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.53%+12.8%+15.6%+18.2%+11.2%−6.2%10.1%$51.7B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVE 2000 · VIG 2006 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $51.7B$17,035

IVE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 50.3% in common

IVEMeasureVIG

+12.8%Year to dateJan 1 → Nov 5+12.5%

+15.6%1 yearTotal return+15.2%

+18.2%3 years · per year$10,000 became $16,520 · $16,814+18.9%

+11.2%5 years · per year$10,000 became $17,035 · $16,331+10.3%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

1.53%Trailing 12-mo yield$153 · $149 a year on $10k1.49%

−6.2%Worst dropSmaller is better−7.9%

10.1%VolatilityLower is calmer10.8%

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

6–2IVE wins

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

More Ways to See the Pairs

IVE vs VIG: Top 5 Holdings

Today

IVE

17.8%in top 5

VIG

in top 522.1%

IVEStockVIG

8.2%AAPL4.9%

not top 5MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%AMZNnot top 5

not top 5JPM3.9%

2.2%XOMnot top 5

1.9%WMTnot top 5

1.5%COSTnot top 5

Held in common50.3%

End-of-day Nov 5, 2026 · share of each fund

IVE vs VIG Returns, Every Period

iSharesIVE

+11.2%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

IVEVIGFaded: behind in that period

3–1IVE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: IVE vs VIG

YTD

iSharesIVE

+12.8%

VIGVanguard

+12.5%

+12.8%Year to date+12.5%

−6.2%Worst drop · 1Y−7.9%

10.1%Volatility · 1Y10.8%

1.5%Yield1.5%

$51.7BAssets$109B

3–0IVE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVE, VIG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

IVE0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVE, VIG, IVV

1.53%highest, IVE

FundTrailing yieldYield$10k

IVE1.53%$153

VIG1.49%$149

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IVE$153 − $18 = $135

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVE, VIG, IVV

Today

60.7%most shared, IVE and IVV

IVEVIGIVV

IVE—50.3%60.7%

VIG50.3%—42.6%

IVV60.7%42.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.6%IVE, at 10.1% volatility

IVEWorst drop−6.2%10.1% vol

VIGWorst drop−7.9%10.8% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVEVIG

+12.8%Year to date+12.5%

1.5%Yield1.5%

+15.6%Past year+15.2%

0.18%Fee0.04%

2–1IVE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026