Compare · 3 funds side by side · dividends reinvested

IVV, FSMD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

IVV, FSMD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.28%+16.5%+19.4%+20.2%+9.6%−8.5%15.2%$2.5B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · FSMD 2019 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

FSMD

Fidelity Small-Mid Multifactor ETF · $2.5B$15,837

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

IVVMeasureFSMD

+13.4%Year to dateJan 1 → Nov 4+16.5%

+13.5%1 yearTotal return+19.4%

+24.2%3 years · per year$10,000 became $19,178 · $17,362+20.2%

+12.6%5 years · per year$10,000 became $18,118 · $15,838+9.6%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.09%Trailing 12-mo yield$109 · $128 a year on $10k1.28%

−8.9%Worst dropSmaller is better−8.5%

12.9%VolatilityLower is calmer15.2%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs FSMD: Top 5 Holdings

Today

IVV

27.3%in top 5

FSMD

in top 52.2%

IVVStockFSMD

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5P0.6%

not top 5GH0.4%

not top 5THC0.4%

not top 5RVTY0.4%

not top 5PR0.4%

Held in common0.9%

End-of-day Nov 4, 2026 · share of each fund

IVV vs FSMD Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

FSMDFidelity

+9.6%

5 years, per year

IVVFSMDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs FSMD

YTD

iSharesIVV

+13.4%

FSMDFidelity

+16.5%

+13.4%Year to date+16.5%

−8.9%Worst drop · 1Y−8.5%

12.9%Volatility · 1Y15.2%

1.1%Yield1.3%

$887BAssets$2.5B

3–1FSMD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, FSMD, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

FSMD0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, FSMD, VOO

1.28%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.28%$128

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$113most kept, FSMD

FSMD$128 − $15 = $113

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, FSMD, VOO

Today

94.5%most shared, IVV and VOO

IVVFSMDVOO

IVV—0.9%94.5%

FSMD0.9%—0.8%

VOO94.5%0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.4%FSMD, at 15.2% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

FSMDWorst drop−8.5%15.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FSMDIVV

+16.5%Year to date+13.4%

1.3%Yield1.1%

+19.4%Past year+13.5%

0.15%Fee0.03%

3–1FSMD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026