Compare · 3 funds side by side · dividends reinvested

IVV, IWN and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, IWN and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.51%+20.4%+25.7%+19.8%+6.8%−8.5%16.0%$14.2B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · IWN 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

IWN

iShares Russell 2000 Value ETF · $14.2B$13,925

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

IVVMeasureIWN

+11.3%Year to dateJan 1 → Nov 9+20.4%

+13.6%1 yearTotal return+25.7%

+22.0%3 years · per year$10,000 became $18,159 · $17,178+19.8%

+11.9%5 years · per year$10,000 became $17,545 · $13,925+6.8%

0.03%Expense ratio$3 · $24 a year on $10k · lower is better0.24%

1.11%Trailing 12-mo yield$111 · $151 a year on $10k1.51%

−8.9%Worst dropSmaller is better−8.5%

13.8%VolatilityLower is calmer16.0%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs IWN: Top 5 Holdings

Today

IVV

27.8%in top 5

IWN

in top 52.9%

IVVStockIWN

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5CTRE0.6%

not top 5UMBF0.6%

not top 5JXN0.6%

not top 5VSAT0.6%

not top 5ONB0.5%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IVV vs IWN Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

IWNiShares

+6.8%

5 years, per year

IVVIWNFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs IWN

YTD

iSharesIVV

+11.3%

IWNiShares

+20.4%

+11.3%Year to date+20.4%

−8.9%Worst drop · 1Y−8.5%

13.8%Volatility · 1Y16.0%

1.1%Yield1.5%

$875BAssets$14.2B

3–1IWN wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, IWN, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

IWN0.24%$24

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, IWN, VUG

1.51%highest, IWN

FundTrailing yieldYield$10k

IWN1.51%$151

IVV1.11%$111

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$127most kept, IWN

IWN$151 − $24 = $127

IVV$111 − $3 = $108

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, IWN, VUG

Today

55.1%most shared, IVV and VUG

IVVIWNVUG

IVV—0.0%55.1%

IWN0.0%—0.0%

VUG55.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.7%IWN, at 16.0% volatility

IVVWorst drop−8.9%13.8% vol

IWNWorst drop−8.5%16.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWNIVV

+20.4%Year to date+11.3%

1.5%Yield1.1%

+25.7%Past year+13.6%

0.24%Fee0.03%

3–1IWN wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026