Compare · 3 funds side by side · dividends reinvested

IVE, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

IVE, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.48%+16.1%+18.6%+19.7%+12.0%−6.2%9.7%$50.6B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$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 5, 2026 · returns include dividends · since: IVE 2000 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $50.6B$17,035

IVE

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 57.4% in common

IVEMeasureVOO

+16.1%Year to dateJan 1 → Nov 5+13.4%

+18.6%1 yearTotal return+13.5%

+19.7%3 years · per year$10,000 became $17,148 · $19,172+24.2%

+12.0%5 years · per year$10,000 became $17,659 · $18,115+12.6%

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

1.48%Trailing 12-mo yield$148 · $105 a year on $10k1.05%

−6.2%Worst dropSmaller is better−8.9%

9.7%VolatilityLower is calmer12.8%

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

5–3IVE 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 VOO: Top 5 Holdings

Today

IVE

17.8%in top 5

VOO

in top 528.3%

IVEStockVOO

not top 5NVDA8.4%

8.2%AAPL7.4%

not top 5MSFT5.8%

4.0%AMZN3.7%

not top 5GOOGL3.1%

2.2%XOMnot top 5

1.9%WMTnot top 5

1.5%COSTnot top 5

Held in common57.4%

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

IVE vs VOO Returns, Every Period

iSharesIVE

+12.0%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

IVEVOOFaded: behind in that period

2–2Level

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

IVE vs IVV

YTD

iSharesIVE

+16.1%

IVViShares

+13.4%

+16.1%Year to date+13.4%

−6.2%Worst drop · 1Y−8.9%

9.7%Volatility · 1Y12.9%

1.5%Yield1.1%

$50.6BAssets$887B

4–0IVE wins

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

Cost, Income and Risk

Fees: IVE, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

IVE0.18%$18

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

Yields: IVE, VOO, IVV

1.48%highest, IVE

FundTrailing yieldYield$10k

IVE1.48%$148

IVV1.09%$109

VOO1.05%$105

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

Income After Fees on $10,000

$130most kept, IVE

IVE$148 − $18 = $130

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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

Overlap: IVE, VOO, IVV

Today

93.5%most shared, VOO and IVV

IVEVOOIVV

IVE—57.4%60.7%

VOO57.4%—93.5%

IVV60.7%93.5%—

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

Return vs Bumpiness: 3 ETFs

+18.6%IVE, at 9.7% volatility

IVEWorst drop−6.2%9.7% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

IVEIVV

+16.1%Year to date+13.4%

1.5%Yield1.1%

+18.6%Past year+13.5%

0.18%Fee0.03%

3–1IVE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026