Compare · 4 funds side by side · dividends reinvested

IVV, SVAL, VUG and SPY

IVViShares×SVALiShares×VUGVanguard×SPYSPDR×

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

02 / 04

IVV, SVAL, VUG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$887B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.23%+23.2%+29.8%+20.6%+8.4%−9.0%15.4%$165M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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 5, 2026 · returns include dividends · since: IVV 2000 · SVAL 2020 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SVAL

iShares US Small Cap Value Factor ETF · $165M$14,959

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

IVVMeasureSVAL

+8.4%Year to dateJan 1 → Nov 5+23.2%

+9.7%1 yearTotal return+29.8%

+22.1%3 years · per year$10,000 became $18,221 · $17,555+20.6%

+11.4%5 years · per year$10,000 became $17,151 · $14,959+8.4%

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

1.14%Trailing 12-mo yield$114 · $223 a year on $10k2.23%

−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 5, 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

27.7%in top 5

SVAL

in top 54.3%

IVVStockSVAL

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 5NSIT0.9%

not top 5AMN0.9%

not top 5CBRL0.9%

not top 5FIVN0.8%

not top 5OSPN0.8%

Held in common0.0%

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

IVV vs SVAL Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SVALiShares

+8.4%

5 years, per year

IVVSVALFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs SVAL

YTD

iSharesIVV

+8.4%

SVALiShares

+23.2%

+8.4%Year to date+23.2%

−8.9%Worst drop · 1Y−9.0%

13.6%Volatility · 1Y15.4%

1.1%Yield2.2%

$887BAssets$165M

2–2level

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

Cost, Income and Risk

Fees: IVV, SVAL, VUG, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SPY0.09%$9

SVAL0.20%$20

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

Yields: IVV, SVAL, VUG, SPY

2.23%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.23%$223

IVV1.14%$114

SPY1.03%$103

VUG0.43%$43

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

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

IVV$114 − $3 = $111

SPY$103 − $9 = $94

VUG$43 − $3 = $40

KeptFee

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

Overlap: IVV, SVAL, VUG, SPY

Today

99.9%most shared, IVV and SPY

IVVSVALVUGSPY

IVV—0.0%55.4%99.9%

SVAL0.0%—0.0%0.0%

VUG55.4%0.0%—55.4%

SPY99.9%0.0%55.4%—

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

Return vs Bumpiness: 4 ETFs

+29.8%SVAL, at 15.4% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SVALWorst drop−9.0%15.4% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SVALIVV

+23.2%Year to date+8.4%

2.2%Yield1.1%

+29.8%Past year+9.7%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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