Compare · 3 funds side by side · dividends reinvested

IVV, CALF and VTI

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

02 / 04

IVV, CALF and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$850B1.6

Pacer US Small Cap Cash Cows ETFUS Stock Styles · Small cap0.59%1.13%+28.6%+33.3%+13.6%+7.4%−7.9%16.2%$3.9B2.1

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%$689B2.1

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: IVV 2000 · CALF 2017 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

CALF

Pacer US Small Cap Cash Cows ETF · $3.9B$14,272

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

IVVMeasureCALF

+8.7%Year to dateJan 1 → Nov 6+28.6%

+9.8%1 yearTotal return+33.3%

+21.8%3 years · per year$10,000 became $18,084 · $14,659+13.6%

+11.4%5 years · per year$10,000 became $17,177 · $14,272+7.4%

0.03%Expense ratio$3 · $59 a year on $10k · lower is better0.59%

1.14%Trailing 12-mo yield$114 · $113 a year on $10k1.13%

−8.9%Worst dropSmaller is better−7.9%

13.6%VolatilityLower is calmer16.2%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs CALF: Top 5 Holdings

Today

IVV

27.8%in top 5

CALF

in top 510.5%

IVVStockCALF

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5CTSH2.2%

not top 5OMC2.1%

not top 5THC2.1%

not top 5SUNB2.0%

not top 5KHC2.0%

Held in common0.5%

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

IVV vs CALF Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

CALFPacer

+7.4%

5 years, per year

IVVCALFFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs CALF

YTD

iSharesIVV

+8.7%

CALFPacer

+28.6%

+8.7%Year to date+28.6%

−8.9%Worst drop · 1Y−7.9%

13.6%Volatility · 1Y16.2%

1.1%Yield1.1%

$850BAssets$3.9B

2–1CALF wins

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

Cost, Income and Risk

Fees: IVV, CALF, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

CALF0.59%$59

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

Yields: IVV, CALF, VTI

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

CALF1.13%$113

VTI1.09%$109

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$109 − $3 = $106

CALF$113 − $59 = $54

KeptFee

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

Overlap: IVV, CALF, VTI

Today

85.5%most shared, IVV and VTI

IVVCALFVTI

IVV—0.5%85.5%

CALF0.5%—1.2%

VTI85.5%1.2%—

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

Return vs Bumpiness: 3 ETFs

+33.3%CALF, at 16.2% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

CALFWorst drop−7.9%16.2% vol

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

Paid More vs Made More

YTD

IVVCALF

+8.7%Year to date+28.6%

1.1%Yield1.1%

+9.8%Past year+33.3%

0.03%Fee0.59%

2–1CALF 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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

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$850B

0–0level

End-of-day Nov 6, 2026