Compare · 3 funds side by side · dividends reinvested

IVV, FDV and VOO

IVViShares×FDVFederated Hermes×VOOVanguard×

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

02 / 04

IVV, FDV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.87%+21.6%+24.8%+19.8%[…]−7.4%11.3%$1.1B1.6

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%$850B2.0

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: IVV 2000 · FDV 2022 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

FDV

Federated Hermes U.S. Strategic Dividend ETF · $1.1B[…]

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

IVVMeasureFDV

+8.7%Year to dateJan 1 → Nov 6+21.6%

+9.8%1 yearTotal return+24.8%

+21.8%3 years · per year$10,000 became $18,084 · $17,175+19.8%

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $61 a year on $10k · lower is better0.61%

1.14%Trailing 12-mo yield$114 · $287 a year on $10k2.87%

−8.9%Worst dropSmaller is better−7.4%

13.6%VolatilityLower is calmer11.3%

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

2–5FDV 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 FDV: Top 5 Holdings

Today

IVV

27.8%in top 5

FDV

in top 518.0%

IVVStockFDV

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5PAYX4.3%

4.0%AMZNnot top 5

not top 5PNC3.6%

not top 5USB3.4%

not top 5WEC3.4%

not top 5PEP3.3%

2.6%GOOGLnot top 5

Held in common8.5%

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

IVV vs FDV Returns, Every Period

iSharesIVV

+9.8%

past year

FDVFederated Hermes

+24.8%

past year

IVVFDVFaded: behind in that period

1–2FDV wins

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

Core vs Income: IVV vs FDV

YTD

iSharesIVV

+8.7%

FDVFederated Hermes

+21.6%

+8.7%Year to date+21.6%

−8.9%Worst drop · 1Y−7.4%

13.6%Volatility · 1Y11.3%

1.1%Yield2.9%

$850BAssets$1.1B

4–0FDV wins

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

Cost, Income and Risk

Fees: IVV, FDV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

FDV0.61%$61

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

Yields: IVV, FDV, VOO

2.87%highest, FDV

FundTrailing yieldYield$10k

FDV2.87%$287

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$226most kept, FDV

FDV$287 − $61 = $226

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, FDV, VOO

Today

92.2%most shared, IVV and VOO

IVVFDVVOO

IVV—8.5%92.2%

FDV8.5%—7.5%

VOO92.2%7.5%—

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

Return vs Bumpiness: 3 ETFs

+24.8%FDV, at 11.3% volatility

FDVWorst drop−7.4%11.3% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

FDVIVV

+21.6%Year to date+8.7%

2.9%Yield1.1%

+24.8%Past year+9.8%

0.61%Fee0.03%

3–1FDV 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