Compare · 2 funds side by side · dividends reinvested

IVV and IVE

IVViShares×IVEiShares×

Versus in desk

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

02 / 04

IVV and IVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.53%+12.4%+14.9%+17.7%+11.2%−6.2%10.1%$51.7B1.4

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

Rank among the two1st → 2ndFee, 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 · IVE 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $51.7B$17,008

IVE

IVV

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

$10,000 five years ago, dividends reinvested · they hold 61.4% in common

IVEMeasureIVV

+12.4%Year to dateJan 1 → Nov 6+8.7%

+14.9%1 yearTotal return+9.8%

+17.7%3 years · per year$10,000 became $16,312 · $18,084+21.8%

+11.2%5 years · per year$10,000 became $17,008 · $17,177+11.4%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.53%Trailing 12-mo yield$153 · $114 a year on $10k1.14%

−6.2%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer13.6%

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

5–3IVE wins

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

More Ways to See the Pairs

IVE vs IVV: Top 5 Holdings

Today

IVE

18.0%in top 5

IVV

in top 527.8%

IVEStockIVV

8.3%AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.0%AMZN4.0%

not top 5GOOGL2.6%

2.3%XOMnot top 5

1.9%WMTnot top 5

1.6%COSTnot top 5

Held in common61.4%

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

IVE vs IVV Returns, Every Period

iSharesIVE

+11.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

IVEIVVFaded: behind in that period

2–2Level

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

IVE vs IVV

YTD

iSharesIVE

+12.4%

IVViShares

+8.7%

+12.4%Year to date+8.7%

−6.2%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y13.6%

1.5%Yield1.1%

$51.7BAssets$850B

4–0IVE wins

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

Cost, Income and Risk

Fees: IVV, IVE

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IVE0.18%$18

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

Yields: IVV, IVE

1.53%highest, IVE

FundTrailing yieldYield$10k

IVE1.53%$153

IVV1.14%$114

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

Income After Fees on $10,000

$135most kept, IVE

IVE$153 − $18 = $135

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, IVE

Today

61.4%most shared, IVV and IVE

IVVIVE

IVV—61.4%

IVE61.4%—

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

Return vs Bumpiness: 2 ETFs

+14.9%IVE, at 10.1% volatility

IVEWorst drop−6.2%10.1% 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

IVEIVV

+12.4%Year to date+8.7%

1.5%Yield1.1%

+14.9%Past year+9.8%

0.18%Fee0.03%

3–1IVE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

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