Compare · 3 funds side by side · dividends reinvested

IVE, VTI and IVV

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

02 / 04

IVE, VTI 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%+12.4%+14.9%+17.7%+11.2%−6.2%10.1%$50.4B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVE 2000 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $50.4B$17,008

IVE

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 51.7% in common

IVEMeasureVTI

+12.4%Year to dateJan 1 → Nov 6+8.9%

+14.9%1 yearTotal return+9.9%

+17.7%3 years · per year$10,000 became $16,312 · $18,004+21.7%

+11.2%5 years · per year$10,000 became $17,008 · $16,375+10.4%

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

1.53%Trailing 12-mo yield$153 · $109 a year on $10k1.09%

−6.2%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer13.7%

IVEVTI 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 VTI: Top 5 Holdings

Today

IVE

18.0%in top 5

VTI

in top 525.0%

IVEStockVTI

8.3%AAPL6.6%

not top 5NVDA7.1%

not top 5MSFT5.2%

4.0%AMZN3.3%

not top 5GOOGL2.8%

2.3%XOMnot top 5

1.9%WMTnot top 5

1.6%COSTnot top 5

Held in common51.7%

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

IVE vs VTI Returns, Every Period

iSharesIVE

+11.2%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

IVEVTIFaded: behind in that period

3–1IVE wins

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

IVE vs IVV

YTD

iSharesIVE

+12.4%

IVViShares

+8.7%

+12.4%Year to date+8.7%

−6.2%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y13.6%

1.5%Yield1.1%

$50.4BAssets$853B

4–0IVE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVE, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

IVE0.18%$18

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

Yields: IVE, VTI, IVV

1.53%highest, IVE

FundTrailing yieldYield$10k

IVE1.53%$153

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$135most kept, IVE

IVE$153 − $18 = $135

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: IVE, VTI, IVV

Today

85.5%most shared, VTI and IVV

IVEVTIIVV

IVE—51.7%61.4%

VTI51.7%—85.5%

IVV61.4%85.5%—

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

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

IVEVTI

+12.4%Year to date+8.9%

1.5%Yield1.1%

+14.9%Past year+9.9%

0.18%Fee0.03%

3–1IVE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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$853B

0–0level

End-of-day Nov 6, 2026