Compare · 3 funds side by side · dividends reinvested

IVE, VIG and VOO

IVEiShares×VIGVanguard×VOOVanguard×

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

02 / 04

IVE, VIG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.53%+12.4%+14.9%+17.7%+11.2%−6.2%10.1%$51.7B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

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%$1.00T2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVE 2000 · VIG 2006 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $51.7B$17,008

IVE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 50.4% in common

IVEMeasureVIG

+12.4%Year to dateJan 1 → Nov 6+12.1%

+14.9%1 yearTotal return+14.3%

+17.7%3 years · per year$10,000 became $16,312 · $16,669+18.6%

+11.2%5 years · per year$10,000 became $17,008 · $16,243+10.2%

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

1.53%Trailing 12-mo yield$153 · $150 a year on $10k1.50%

−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 6, 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

18.0%in top 5

VIG

in top 522.1%

IVEStockVIG

8.3%AAPL4.9%

not top 5MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%AMZNnot top 5

not top 5JPM3.9%

2.3%XOMnot top 5

1.9%WMTnot top 5

1.6%COSTnot top 5

Held in common50.4%

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

IVE vs VIG Returns, Every Period

iSharesIVE

+11.2%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

IVEVIGFaded: behind in that period

3–1IVE wins

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

Core vs Income: IVE vs VIG

YTD

iSharesIVE

+12.4%

VIGVanguard

+12.1%

+12.4%Year to date+12.1%

−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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVE, VIG, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VIG0.04%$4

IVE0.18%$18

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

Yields: IVE, VIG, VOO

1.53%highest, IVE

FundTrailing yieldYield$10k

IVE1.53%$153

VIG1.50%$150

VOO1.10%$110

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IVE$153 − $18 = $135

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVE, VIG, VOO

Today

57.0%most shared, IVE and VOO

IVEVIGVOO

IVE—50.4%57.0%

VIG50.4%—40.3%

VOO57.0%40.3%—

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

Return vs Bumpiness: 3 ETFs

+14.9%IVE, at 10.1% volatility

IVEWorst drop−6.2%10.1% vol

VIGWorst drop−7.9%10.8% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

IVEVIG

+12.4%Year to date+12.1%

1.5%Yield1.5%

+14.9%Past year+14.3%

0.18%Fee0.04%

2–1IVE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026