Compare · 4 funds side by side · dividends reinvested

IVV, SVAL, VTV and SPY

IVViShares×SVALiShares×VTVVanguard×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

IVV, SVAL, VTV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$158M2.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · SVAL 2020 · VTV 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

SVAL

iShares US Small Cap Value Factor ETF · $158M$14,844

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

IVVMeasureSVAL

+8.7%Year to dateJan 1 → Nov 6+22.4%

+9.8%1 yearTotal return+27.6%

+21.8%3 years · per year$10,000 became $18,084 · $17,331+20.1%

+11.4%5 years · per year$10,000 became $17,177 · $14,844+8.2%

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

1.14%Trailing 12-mo yield$114 · $225 a year on $10k2.25%

−8.9%Worst dropSmaller is better−9.0%

13.6%VolatilityLower is calmer15.4%

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

5–3IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SVAL: Top 5 Holdings

Today

IVV

27.8%in top 5

SVAL

in top 54.2%

IVVStockSVAL

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5AMN0.9%

not top 5CBRL0.9%

not top 5MGNI0.9%

not top 5NSIT0.8%

not top 5FIVN0.8%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IVV vs SVAL Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SVALiShares

+8.2%

5 years, per year

IVVSVALFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs SVAL

YTD

iSharesIVV

+8.7%

SVALiShares

+22.4%

+8.7%Year to date+22.4%

−8.9%Worst drop · 1Y−9.0%

13.6%Volatility · 1Y15.4%

1.1%Yield2.2%

$853BAssets$158M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SVAL, VTV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTV0.03%$3

SPY0.09%$9

SVAL0.20%$20

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, SVAL, VTV, SPY

2.25%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.25%$225

VTV1.87%$187

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VTV$187 − $3 = $184

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, SVAL, VTV, SPY

Today

99.9%most shared, IVV and SPY

IVVSVALVTVSPY

IVV—0.0%44.0%99.9%

SVAL0.0%—0.0%0.0%

VTV44.0%0.0%—44.0%

SPY99.9%0.0%44.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.6%SVAL, at 15.4% volatility

VTVWorst drop−6.4%10.7% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SVALWorst drop−9.0%15.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVTV

+22.4%Year to date+18.5%

2.2%Yield1.9%

+27.6%Past year+22.9%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026