Compare · 3 funds side by side · dividends reinvested

IVV, MVAL 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, MVAL 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%$853B1.5

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.52%+14.5%+21.6%[…][…]−12.2%15.2%$3M1.7

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 · MVAL 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

MVAL

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

MVALMeasureIVV

+14.5%Year to dateJan 1 → Nov 9+11.3%

+21.6%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

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

1.52%Trailing 12-mo yield$152 · $111 a year on $10k1.11%

−12.2%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.8%

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

3–3Level

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

More Ways to See the Pairs

MVAL vs IVV: Top 5 Holdings

Today

MVAL

24.7%in top 5

IVV

in top 527.8%

MVALStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.2%GEHCnot top 5

5.0%BRnot top 5

4.9%DHRnot top 5

4.8%BF-Bnot top 5

4.8%ZBHnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common10.1%

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

MVAL vs IVV Returns, Every Period

VanEckMVAL

+21.6%

past year

IVViShares

+13.6%

past year

MVALIVVFaded: behind in that period

2–0MVAL wins

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

Stocks vs Core: MVAL vs IVV

YTD

VanEckMVAL

+14.5%

IVViShares

+11.3%

+14.5%Year to date+11.3%

−12.2%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.8%

1.5%Yield1.1%

$3.0MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: IVV, MVAL, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

MVAL0.50%$50

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

Yields: IVV, MVAL, VUG

1.52%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.52%$152

IVV1.11%$111

VUG0.41%$41

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

MVAL$152 − $50 = $102

VUG$41 − $3 = $38

KeptFee

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

Overlap: IVV, MVAL, VUG

Today

55.1%most shared, IVV and VUG

IVVMVALVUG

IVV—10.1%55.1%

MVAL10.1%—8.2%

VUG55.1%8.2%—

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

Return vs Bumpiness: 3 ETFs

+21.6%MVAL, at 15.2% volatility

IVVWorst drop−8.9%13.8% vol

MVALWorst drop−12.2%15.2% 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

MVALIVV

+14.5%Year to date+11.3%

1.5%Yield1.1%

+21.6%Past year+13.6%

0.50%Fee0.03%

3–1MVAL 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$59.7B

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$853B

0–0level

End-of-day Nov 9, 2026