Compare · 4 funds side by side · dividends reinvested

IVV, PVAL, VUG and SPY

IVViShares×PVALFranklin Templeton×VUGVanguard×SPYSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,129PVAL · best of the four

Story of the four · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the four · RiskSmallest drop

IVV, PVAL, VUG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+22.0%+27.2%+25.1%+16.1%−7.2%11.5%$15.9B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: IVV 2000 · PVAL 2021 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,530

IVV

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IVV vs PVAL: Top 5 Holdings

Today

IVV

26.9%in top 5

PVAL

in top 528.4%

IVVStockPVAL

6.1%MSFT9.5%

7.8%AAPL7.2%

6.3%NVDAnot top 5

4.1%AMZN4.6%

not top 5XOM

Cost, Income and Risk

Fees: IVV, PVAL, VUG, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SPY0.09%$9

PVAL0.56%$56

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

PVAL

Putnam Focused Large Cap Value ETF · $15.9B$21,129

$10,000 five years ago, dividends reinvested · they hold 28.6% in common

IVVMeasurePVAL

+12.3%Year to dateJan 1 → Nov 11+22.0%

+12.7%1 yearTotal return+27.2%

+21.9%3 years · per year$10,000 became $18,122 · $19,592+25.1%

+11.9%5 years · per year$10,000 became $17,530 · $21,129+16.1%

0.03%Expense ratio$3 · $56 a year on $10k · lower is better0.56%

1.10%Trailing 12-mo yield$110 · $86 a year on $10k0.86%

−8.9%Worst dropSmaller is better−7.2%

13.7%VolatilityLower is calmer11.5%

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

2–6PVAL wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.9%

not top 5C3.2%

2.6%GOOGLnot top 5

Held in common28.6%

End-of-day Nov 11, 2026 · share of each fund

IVV vs PVAL Returns, Every Period

5Y

iSharesIVV

+11.9%

5 years, per year

PVALFranklin Templeton

+16.1%

5 years, per year

IVVPVALFaded: behind in that period

0–4PVAL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

IVV vs SPY

YTD

iSharesIVV

+12.3%

SPYSPDR

+12.3%

+12.3%Year to date+12.3%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.7%

1.1%Yield1.0%

$883BAssets$793B

1–0IVV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: IVV, PVAL, VUG, SPY

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

SPY1.00%$100

PVAL0.86%$86

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPY$100 − $9 = $91

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IVV, PVAL, VUG, SPY

Today

99.9%most shared, IVV and SPY

IVVPVALVUGSPY

IVV—28.6%55.0%99.9%

PVAL28.6%—23.7%28.6%

VUG55.0%23.7%—55.0%

SPY99.9%28.6%55.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+27.2%PVAL, at 11.5% volatility

PVALWorst drop−7.2%11.5% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IVVPVAL

+12.3%Year to date+22.0%

1.1%Yield0.9%

+12.7%Past year+27.2%

0.03%Fee0.56%

2–2level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

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IVV, PVAL, VUG and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four