Compare · 2 funds side by side · dividends reinvested

IVOV and VOE

IVOVVanguard×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,886VOE · best of the two

02 / 04

IVOV and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.86%+19.2%+24.3%+20.8%+9.7%−6.9%11.4%$22.8B1.0

Vanguard S&P Mid-Cap 400 Value ETFUS Stock Styles · Mid cap0.10%1.65%+10.4%+15.1%+17.0%+7.9%−10.6%14.2%$1.2B2.0

Rank among the two1st → 2ndFee, 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: IVOV 2010 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 Value ETF · $1.2B$14,628

IVOV

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$15,886

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

IVOVMeasureVOE

+10.4%Year to dateJan 1 → Nov 5+19.2%

+15.1%1 yearTotal return+24.3%

+17.0%3 years · per year$10,000 became $15,996 · $17,639+20.8%

+7.9%5 years · per year$10,000 became $14,628 · $15,886+9.7%

0.10%Expense ratio$10 · $5 a year on $10k · lower is better0.05%

1.65%Trailing 12-mo yield$165 · $186 a year on $10k1.86%

−10.6%Worst dropSmaller is better−6.9%

14.2%VolatilityLower is calmer11.4%

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

0–8VOE wins

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

More Ways to See the Pairs

IVOV vs VOE: Top 5 Holdings

Today

IVOV

5.9%in top 5

VOE

in top 58.1%

IVOVStockVOE

not top 5VLO1.9%

not top 5MPC1.9%

not top 5PSX1.7%

not top 5HPE1.4%

1.3%SNXnot top 5

not top 5WBD1.3%

1.2%USFDnot top 5

1.2%RSnot top 5

1.1%PRnot top 5

1.1%WCCnot top 5

Held in common0.0%

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

IVOV vs VOE Returns, Every Period

VanguardIVOV

+7.9%

5 years, per year

VOEVanguard

+9.7%

5 years, per year

IVOVVOEFaded: behind in that period

0–4VOE wins

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

IVOV vs VOE

YTD

VanguardIVOV

+10.4%

VOEVanguard

+19.2%

+10.4%Year to date+19.2%

−10.6%Worst drop · 1Y−6.9%

14.2%Volatility · 1Y11.4%

1.7%Yield1.9%

$1.2BAssets$22.8B

4–0VOE wins

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

Cost, Income and Risk

Fees: IVOV, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

IVOV0.10%$10

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

Yields: IVOV, VOE

1.86%highest, VOE

FundTrailing yieldYield$10k

VOE1.86%$186

IVOV1.65%$165

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

Income After Fees on $10,000

$181most kept, VOE

VOE$186 − $5 = $181

IVOV$165 − $10 = $155

KeptFee

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

Overlap: IVOV, VOE

Today

0.0%most shared, IVOV and VOE

IVOVVOE

IVOV—0.0%

VOE0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.3%VOE, at 11.4% volatility

VOEWorst drop−6.9%11.4% vol

IVOVWorst drop−10.6%14.2% vol

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

Paid More vs Made More

YTD

VOEIVOV

+19.2%Year to date+10.4%

1.9%Yield1.7%

+24.3%Past year+15.1%

0.05%Fee0.10%

4–0VOE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ 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$805B

2–0SPYM wins

End-of-day Nov 5, 2026