Compare · 3 funds side by side · dividends reinvested

IVV, DUG and VTI

IVViShares×DUGProShares×VTIVanguard×

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, DUG 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%$853B1.4

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%$689B1.8

ProShares UltraShort EnergyLeveraged · 2x1.43%4.00%−52.5%−55.3%−28.4%−37.2%−65.0%46.5%$41M2.8

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 · DUG 2007 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

DUG

ProShares UltraShort Energy · $41M$977

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

IVVMeasureDUG

+8.7%Year to dateJan 1 → Nov 6−52.5%

+9.8%1 yearTotal return−55.3%

+21.8%3 years · per year$10,000 became $18,084 · $3,672−28.4%

+11.4%5 years · per year$10,000 became $17,177 · $977−37.2%

0.03%Expense ratio$3 · $143 a year on $10k · lower is better1.43%

1.14%Trailing 12-mo yield$114 · $400 a year on $10k4.00%

−8.9%Worst dropSmaller is better−65.0%

13.6%VolatilityLower is calmer46.5%

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

7–1IVV 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 DUG: Top 5 Holdings

Today

IVV

27.8%in top 5

DUG

in top 579.3%

IVVStockDUG

not top 5IQMM79.3%

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

Held in common0.0%

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

IVV vs DUG Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DUGProShares

−37.2%

5 years, per year

IVVDUGFaded: behind in that period

4–0IVV wins

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

Core vs Leveraged: IVV vs DUG

YTD

iSharesIVV

+8.7%

DUGProShares

−52.5%

+8.7%Year to date−52.5%

−8.9%Worst drop · 1Y−65.0%

13.6%Volatility · 1Y46.5%

1.1%Yield4.0%

$853BAssets$40.5M

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, DUG, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

DUG1.43%$143

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

Yields: IVV, DUG, VTI

4.00%highest, DUG

FundTrailing yieldYield$10k

DUG4.00%$400

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$257most kept, DUG

DUG$400 − $143 = $257

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: IVV, DUG, VTI

Today

85.5%most shared, IVV and VTI

IVVDUGVTI

IVV—0.0%85.5%

DUG0.0%—0.0%

VTI85.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

DUGWorst drop−65.0%46.5% vol

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

Paid More vs Made More

YTD

DUGVTI

−52.5%Year to date+8.9%

4.0%Yield1.1%

−55.3%Past year+9.9%

1.43%Fee0.03%

3–1VTI 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$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