Compare · 4 funds side by side · dividends reinvested

IVV, SVAL, SPY and VUG

IVViShares×SVALiShares×SPYSPDR×VUGVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,265IVV · best of the four

Story of the four · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the four · RiskSmallest drop

IVV, SVAL, SPY 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%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$879B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$806B2.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.1%+29.4%+20.1%+7.4%−9.0%15.5%$163M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B3.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: IVV 2000 · SVAL 2020 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $163M$14,289

SVAL

More Ways to See the Pairs

SVAL vs VUG: Top 5 Holdings

Today

SVAL

4.2%in top 5

VUG

in top 545.2%

SVALStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: IVV, SVAL, SPY, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SPY0.09%$9

SVAL0.20%$20

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SVALMeasureVUG

+25.1%Year to dateJan 1 → Nov 13+3.9%

+29.4%1 yearTotal return+2.8%

+20.1%3 years · per year$10,000 became $17,339 · $17,979+21.6%

+7.4%5 years · per year$10,000 became $14,289 · $16,151+10.1%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.20%Trailing 12-mo yield$220 · $41 a year on $10k0.41%

−9.0%Worst dropSmaller is better−15.1%

15.5%VolatilityLower is calmer19.1%

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

5–3SVAL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SVAL vs VUG Returns, Every Period

5Y

iSharesSVAL

+7.4%

5 years, per year

VUGVanguard

+10.1%

5 years, per year

SVALVUGFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SVAL vs IVV

YTD

iSharesSVAL

+25.1%

IVViShares

+11.5%

+25.1%Year to date+11.5%

−9.0%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.8%

2.2%Yield1.1%

$163MAssets$879B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: IVV, SVAL, SPY, VUG

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

IVV1.11%$111

SPY1.01%$101

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

IVV$111 − $3 = $108

SPY$101 − $9 = $92

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IVV, SVAL, SPY, VUG

Today

99.9%most shared, IVV and SPY

IVVSVALSPYVUG

IVV—0.0%99.9%55.2%

SVAL0.0%—0.0%0.0%

SPY99.9%0.0%—55.2%

VUG55.2%0.0%55.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

SVALWorst drop−9.0%15.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIVV

+25.1%Year to date+11.5%

2.2%Yield1.1%

+29.4%Past year+11.6%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$879B

0–0level

End-of-day Nov 13, 2026

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IVV, SVAL, SPY and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four