Compare · 3 funds side by side · dividends reinvested

IVV, IWS and VOO

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, IWS and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.31%+20.6%+23.9%+20.9%+9.0%−7.5%13.3%$14.8B1.8

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%$853B2.0

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 · IWS 2001 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

IWS

iShares Russell Mid-Cap Value ETF · $14.8B$15,352

$10,000 five years ago, dividends reinvested · they hold 12.2% in common

IVVMeasureIWS

+8.7%Year to dateJan 1 → Nov 6+20.6%

+9.8%1 yearTotal return+23.9%

+21.8%3 years · per year$10,000 became $18,084 · $17,688+20.9%

+11.4%5 years · per year$10,000 became $17,177 · $15,352+9.0%

0.03%Expense ratio$3 · $23 a year on $10k · lower is better0.23%

1.14%Trailing 12-mo yield$114 · $131 a year on $10k1.31%

−8.9%Worst dropSmaller is better−7.5%

13.6%VolatilityLower is calmer13.3%

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

3–5IWS 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 IWS: Top 5 Holdings

Today

IVV

27.8%in top 5

IWS

in top 53.6%

IVVStockIWS

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5PSX0.9%

not top 5MRNA0.9%

not top 5ALL0.7%

not top 5DLR0.6%

not top 5BDX0.6%

Held in common12.2%

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

IVV vs IWS Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

IWSiShares

+9.0%

5 years, per year

IVVIWSFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs IWS

YTD

iSharesIVV

+8.7%

IWSiShares

+20.6%

+8.7%Year to date+20.6%

−8.9%Worst drop · 1Y−7.5%

13.6%Volatility · 1Y13.3%

1.1%Yield1.3%

$853BAssets$14.8B

4–0IWS wins

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

Cost, Income and Risk

Fees: IVV, IWS, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

IWS0.23%$23

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

Yields: IVV, IWS, VOO

1.31%highest, IWS

FundTrailing yieldYield$10k

IWS1.31%$131

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

IWS$131 − $23 = $108

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, IWS, VOO

Today

92.2%most shared, IVV and VOO

IVVIWSVOO

IVV—12.2%92.2%

IWS12.2%—10.9%

VOO92.2%10.9%—

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

Return vs Bumpiness: 3 ETFs

+23.9%IWS, at 13.3% volatility

IWSWorst drop−7.5%13.3% 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

IWSIVV

+20.6%Year to date+8.7%

1.3%Yield1.1%

+23.9%Past year+9.8%

0.23%Fee0.03%

3–1IWS 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026