Compare · 3 funds side by side · dividends reinvested

IVV, SHM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

IVV, SHM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.0

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.3%+2.1%+3.4%+1.1%−2.7%1.8%$3.5B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · SHM 2007 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,567

$10,000 five years ago, dividends reinvested

IVVMeasureSHM

+8.4%Year to dateJan 1 → Nov 5+1.3%

+9.7%1 yearTotal return+2.1%

+22.1%3 years · per year$10,000 became $18,221 · $11,058+3.4%

+11.4%5 years · per year$10,000 became $17,151 · $10,567+1.1%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.14%Trailing 12-mo yield$114 · $270 a year on $10k2.70%

−8.9%Worst dropSmaller is better−2.7%

13.6%VolatilityLower is calmer1.8%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs SHM: Top 5 Holdings

Today

IVV

27.7%in top 5

SHM

in top 5[…]

IVVStockSHM

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IVV vs SHM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

IVVSHMFaded: behind in that period

4–0IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs SHM

YTD

iSharesIVV

+8.4%

SHMSPDR

+1.3%

+8.4%Year to date+1.3%

−8.9%Worst drop · 1Y−2.7%

13.6%Volatility · 1Y1.8%

1.1%Yield2.7%

$887BAssets$3.5B

3–1SHM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SHM, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SHM0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, SHM, VOO

2.70%highest, SHM

FundTrailing yieldYield$10k

SHM2.70%$270

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$250most kept, SHM

SHM$270 − $20 = $250

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, SHM, VOO

Today

93.5%most shared, IVV and VOO

IVVSHMVOO

IVV—[…]93.5%

SHM[…]—[…]

VOO93.5%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

SHMWorst drop−2.7%1.8% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SHMVOO

+1.3%Year to date+8.4%

2.7%Yield1.1%

+2.1%Past year+9.8%

0.20%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026