Compare · 2 funds side by side · dividends reinvested

IVV and SIZE

IVViShares×SIZEiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

IVV and SIZE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+11.1%+13.6%+18.4%+7.2%−8.0%13.2%$441M1.4

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%$887B1.6

Rank among the two1st → 2ndFee, 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 · SIZE 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SIZE

iShares MSCI USA Size Factor ETF · $441M$14,165

$10,000 five years ago, dividends reinvested · they hold 41.9% in common

IVVMeasureSIZE

+8.4%Year to dateJan 1 → Nov 5+11.1%

+9.7%1 yearTotal return+13.6%

+22.1%3 years · per year$10,000 became $18,221 · $16,580+18.4%

+11.4%5 years · per year$10,000 became $17,151 · $14,165+7.2%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.14%Trailing 12-mo yield$114 · $139 a year on $10k1.39%

−8.9%Worst dropSmaller is better−8.0%

13.6%VolatilityLower is calmer13.2%

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

3–5SIZE 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 SIZE: Top 5 Holdings

Today

IVV

27.7%in top 5

SIZE

in top 52.0%

IVVStockSIZE

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

not top 5OKTA0.4%

not top 5SN0.4%

not top 5TEAM0.4%

not top 5KMB0.4%

not top 5NTRA0.4%

Held in common41.9%

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

IVV vs SIZE Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SIZEiShares

+7.2%

5 years, per year

IVVSIZEFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs SIZE

YTD

iSharesIVV

+8.4%

SIZEiShares

+11.1%

+8.4%Year to date+11.1%

−8.9%Worst drop · 1Y−8.0%

13.6%Volatility · 1Y13.2%

1.1%Yield1.4%

$887BAssets$441M

4–0SIZE wins

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

Cost, Income and Risk

Fees: IVV, SIZE

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SIZE0.15%$15

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

Yields: IVV, SIZE

1.39%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.39%$139

IVV1.14%$114

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, SIZE

Today

41.9%most shared, IVV and SIZE

IVVSIZE

IVV—41.9%

SIZE41.9%—

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

Return vs Bumpiness: 2 ETFs

+13.6%SIZE, at 13.2% volatility

SIZEWorst drop−8.0%13.2% 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

SIZEIVV

+11.1%Year to date+8.4%

1.4%Yield1.1%

+13.6%Past year+9.7%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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