Compare · 3 funds side by side · dividends reinvested

IVV, IJR and IWF

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, IJR and IWF, 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%$887B1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

IJR

iShares Core S&P Small-Cap ETF · $108B$13,920

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

IVVMeasureIJR

+13.4%Year to dateJan 1 → Nov 4+19.9%

+13.5%1 yearTotal return+22.7%

+24.2%3 years · per year$10,000 became $19,178 · $16,979+19.3%

+12.6%5 years · per year$10,000 became $18,118 · $13,920+6.8%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.09%Trailing 12-mo yield$109 · $120 a year on $10k1.20%

−8.9%Worst dropSmaller is better−9.7%

12.9%VolatilityLower is calmer15.8%

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

5–3IVV wins

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 IJR: Top 5 Holdings

Today

IVV

27.3%in top 5

IJR

in top 52.7%

IVVStockIJR

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 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common0.0%

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

IVV vs IJR Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

IJRiShares

+6.8%

5 years, per year

IVVIJRFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs IJR

YTD

iSharesIVV

+13.4%

IJRiShares

+19.9%

+13.4%Year to date+19.9%

−8.9%Worst drop · 1Y−9.7%

12.9%Volatility · 1Y15.8%

1.1%Yield1.2%

$887BAssets$108B

2–2level

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

Cost, Income and Risk

Fees: IVV, IJR, IWF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IJR0.06%$6

IWF0.18%$18

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

Yields: IVV, IJR, IWF

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

IVV1.09%$109

IWF0.37%$37

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

IVV$109 − $3 = $106

IWF$37 − $18 = $19

KeptFee

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

Overlap: IVV, IJR, IWF

Today

56.5%most shared, IVV and IWF

IVVIJRIWF

IVV—0.0%56.5%

IJR0.0%—0.1%

IWF56.5%0.1%—

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

Return vs Bumpiness: 3 ETFs

+22.7%IJR, at 15.8% volatility

IVVWorst drop−8.9%12.9% vol

IJRWorst drop−9.7%15.8% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

IJRIVV

+19.9%Year to date+13.4%

1.2%Yield1.1%

+22.7%Past year+13.5%

0.06%Fee0.03%

3–1IJR 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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026