Compare · 3 funds side by side · dividends reinvested

IVV, MVAL and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398IVV · best of the three

Story of the three · IncomeMost incomeMVAL · 1.54% · $154 a year on $10k

Story of the three · RiskSmallest drop

IVV, MVAL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.6

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.54%+13.3%+18.0%[…][…]−12.2%15.2%$3M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B2.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: IVV 2000 · MVAL 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

MVAL

IVV

iShares Core S&P 500 ETF · $883B$17,398

$10,000 five years ago, dividends reinvested · they hold 10.0% in common

MVAL

More Ways to See the Pairs

MVAL vs IVV: Top 5 Holdings

Today

MVAL

24.5%in top 5

IVV

in top 526.8%

MVALStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

5.1%GEHCnot top 5

5.0%DHRnot top 5

Cost, Income and Risk

Fees: IVV, MVAL, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MVAL0.50%$50

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IVV, MVAL, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

IVV

+13.3%Year to dateJan 1 → Nov 12+12.0%

+18.0%1 yearTotal return+12.2%

[…]3 years · per year$10,000 became […] · $18,019+21.7%

[…]5 years · per year$10,000 became […] · $17,398+11.7%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

1.54%Trailing 12-mo yield$154 · $110 a year on $10k1.10%

−12.2%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.7%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%BRnot top 5

4.8%ZBHnot top 5

4.7%CLXnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common10.0%

End-of-day Nov 12, 2026 · share of each fund

MVAL vs IVV Returns, Every Period

1Y

VanEckMVAL

+18.0%

past year

IVViShares

+12.2%

past year

MVALIVVFaded: behind in that period

2–0MVAL wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: MVAL vs IVV

YTD

VanEckMVAL

+13.3%

IVViShares

+12.0%

+13.3%Year to date+12.0%

−12.2%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.7%

1.5%Yield1.1%

$3.1MAssets$883B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.54%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.54%$154

IVV1.10%$110

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

MVAL$154 − $50 = $104

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVV, MVAL, SPY

Today

99.9%most shared, IVV and SPY

IVVMVALSPY

IVV—10.0%99.9%

MVAL10.0%—10.0%

SPY99.9%10.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.0%MVAL, at 15.2% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

MVALWorst drop−12.2%15.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

MVALIVV

+13.3%Year to date+12.0%

1.5%Yield1.1%

+18.0%Past year+12.2%

0.50%Fee0.03%

3–1MVAL wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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IVV, MVAL and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three