Compare · 3 funds side by side · dividends reinvested

IVV, SMMD and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeSMMD · 1.14% · $114 a year on $10k

Story of the three · RiskSmallest drop

IVV, SMMD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.5

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.14%+17.5%+20.6%+19.0%+6.5%−9.7%17.2%$4.3B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: IVV 2000 · SMMD 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,414

IVV

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 55.3% in common

IVVMeasure

More Ways to See the Pairs

IVV vs VUG: Top 5 Holdings

Today

IVV

27.3%in top 5

VUG

in top 545.2%

IVVStockVUG

6.6%NVDA13.5%

7.9%AAPL12.5%

6.2%MSFT9.7%

2.6%GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: IVV, SMMD, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SMMD0.23%$23

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

Yields: IVV, SMMD, VUG

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

VUG

+10.9%Year to dateJan 1 → Nov 10+3.4%

+13.0%1 yearTotal return+4.2%

+21.5%3 years · per year$10,000 became $17,934 · $18,230+22.2%

+11.7%5 years · per year$10,000 became $17,414 · $16,394+10.4%

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

1.11%Trailing 12-mo yield$111 · $41 a year on $10k0.41%

−8.9%Worst dropSmaller is better−15.1%

13.8%VolatilityLower is calmer19.1%

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

6–1IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

4.0%AMZNnot top 5

Held in common55.3%

End-of-day Nov 10, 2026 · share of each fund

IVV vs VUG Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

IVVVUGFaded: behind in that period

3–1IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs SMMD

YTD

iSharesIVV

+10.9%

SMMDiShares

+17.5%

+10.9%Year to date+17.5%

−8.9%Worst drop · 1Y−9.7%

13.8%Volatility · 1Y17.2%

1.1%Yield1.1%

$875BAssets$4.3B

2–1IVV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.14%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.14%$114

IVV1.11%$111

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SMMD$114 − $23 = $91

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVV, SMMD, VUG

Today

55.3%most shared, IVV and VUG

IVVSMMDVUG

IVV—1.2%55.3%

SMMD1.2%—0.0%

VUG55.3%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.6%SMMD, at 17.2% volatility

IVVWorst drop−8.9%13.8% vol

SMMDWorst drop−9.7%17.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SMMDIVV

+17.5%Year to date+10.9%

1.1%Yield1.1%

+20.6%Past year+13.0%

0.23%Fee0.03%

2–1SMMD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

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IVV, SMMD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three