Compare · 3 funds side by side · dividends reinvested

IVV, OMFS and VOO

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, OMFS and VOO, 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%$875B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+14.9%+18.9%+16.7%+4.8%−9.4%17.0%$258M2.3

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 · OMFS 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

IVV

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

$10,000 five years ago, dividends reinvested · they hold 92.7% in common

VOOMeasureIVV

+11.3%Year to dateJan 1 → Nov 9+11.3%

+13.6%1 yearTotal return+13.6%

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

+11.9%5 years · per year$10,000 became $17,543 · $17,545+11.9%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.07%Trailing 12-mo yield$107 · $111 a year on $10k1.11%

−8.9%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.8%

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

1–1Level

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

More Ways to See the Pairs

VOO vs IVV: Top 5 Holdings

Today

VOO

28.3%in top 5

IVV

in top 527.8%

VOOStockIVV

8.4%NVDA7.1%

7.4%AAPL7.9%

5.8%MSFT6.2%

3.7%AMZN4.0%

3.1%GOOGL2.6%

Held in common92.7%

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

VOO vs IVV Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

IVViShares

+11.9%

5 years, per year

VOOIVVFaded: behind in that period

0–0Level

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

Core vs Stocks: VOO vs OMFS

YTD

VanguardVOO

+11.3%

OMFSInvesco

+14.9%

+11.3%Year to date+14.9%

−8.9%Worst drop · 1Y−9.4%

13.7%Volatility · 1Y17.0%

1.1%Yield1.3%

$1.00TAssets$258M

2–2level

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

Cost, Income and Risk

Fees: IVV, OMFS, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

OMFS0.39%$39

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

Yields: IVV, OMFS, VOO

1.27%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.27%$127

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

OMFS$127 − $39 = $88

KeptFee

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

Overlap: IVV, OMFS, VOO

Today

92.7%most shared, IVV and VOO

IVVOMFSVOO

IVV—0.0%92.7%

OMFS0.0%—0.0%

VOO92.7%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.9%OMFS, at 17.0% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

OMFSWorst drop−9.4%17.0% vol

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

Paid More vs Made More

YTD

OMFSIVV

+14.9%Year to date+11.3%

1.3%Yield1.1%

+18.9%Past year+13.6%

0.39%Fee0.03%

3–1OMFS 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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026