Compare · 3 funds side by side · dividends reinvested

IVLU, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,675IVLU · best of the three

02 / 04

IVLU, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.36%+11.7%+20.3%+24.4%+14.5%−11.7%16.3%$4.5B1.8

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%$853B2.0

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%$1.00T2.1

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: IVLU 2015 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Value Factor ETF · $4.5B$19,675

IVLU

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVLUMeasureIVV

+11.7%Year to dateJan 1 → Nov 6+8.7%

+20.3%1 yearTotal return+9.8%

+24.4%3 years · per year$10,000 became $19,249 · $18,084+21.8%

+14.5%5 years · per year$10,000 became $19,675 · $17,177+11.4%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

3.36%Trailing 12-mo yield$336 · $114 a year on $10k1.14%

−11.7%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.6%

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

5–3IVLU wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVLU vs IVV: Top 5 Holdings

Today

IVLU

9.5%in top 5

IVV

in top 527.8%

IVLUStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.3%7203.Tnot top 5

1.9%SHEL.Lnot top 5

1.9%HSBA.Lnot top 5

1.7%BATS.Lnot top 5

1.6%ROP.SWnot top 5

Held in common0.0%

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

IVLU vs IVV Returns, Every Period

iSharesIVLU

+14.5%

5 years, per year

IVViShares

+11.4%

5 years, per year

IVLUIVVFaded: behind in that period

4–0IVLU wins

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

Stocks vs Core: IVLU vs IVV

YTD

iSharesIVLU

+11.7%

IVViShares

+8.7%

+11.7%Year to date+8.7%

−11.7%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.6%

3.4%Yield1.1%

$4.5BAssets$853B

2–2level

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

Cost, Income and Risk

Fees: IVLU, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

IVLU0.31%$31

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

Yields: IVLU, IVV, VOO

3.36%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.36%$336

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$305most kept, IVLU

IVLU$336 − $31 = $305

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVLU, IVV, VOO

Today

92.2%most shared, IVV and VOO

IVLUIVVVOO

IVLU—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+20.3%IVLU, at 16.3% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

IVLUWorst drop−11.7%16.3% vol

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

Paid More vs Made More

YTD

IVLUIVV

+11.7%Year to date+8.7%

3.4%Yield1.1%

+20.3%Past year+9.8%

0.31%Fee0.03%

3–1IVLU 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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026