Compare · 3 funds side by side · dividends reinvested

IVV, SIZE and VTI

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

02 / 04

IVV, SIZE and VTI, 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%$441M1.8

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%$887B1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B2.3

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 · SIZE 2013 · VTI 2001

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, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

SIZE0.15%$15

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

Yields: IVV, SIZE, VTI

1.39%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.39%$139

IVV1.14%$114

VTI1.10%$110

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

VTI$110 − $3 = $107

KeptFee

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

Overlap: IVV, SIZE, VTI

Today

86.5%most shared, IVV and VTI

IVVSIZEVTI

IVV—41.9%86.5%

SIZE41.9%—39.8%

VTI86.5%39.8%—

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

Return vs Bumpiness: 3 ETFs

+13.6%SIZE, at 13.2% volatility

SIZEWorst drop−8.0%13.2% vol

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

SIZEVTI

+11.1%Year to date+8.4%

1.4%Yield1.1%

+13.6%Past year+9.9%

0.15%Fee0.03%

3–1SIZE 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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

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