Compare · 3 funds side by side · dividends reinvested

IVV, SVAL and VUG

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, SVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.5

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%$165M2.0

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

Head to Head

Swap sides Versus in desk

Head to Head

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

SVAL

IVV

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

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

SVALMeasureIVV

+23.2%Year to dateJan 1 → Nov 5+8.4%

+29.8%1 yearTotal return+9.7%

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

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

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

2.23%Trailing 12-mo yield$223 · $114 a year on $10k1.14%

−9.0%Worst dropSmaller is better−8.9%

15.4%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

SVAL vs IVV: Top 5 Holdings

Today

SVAL

4.3%in top 5

IVV

in top 527.7%

SVALStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.9%NSITnot top 5

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.8%FIVNnot top 5

0.8%OSPNnot top 5

Held in common0.0%

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

SVAL vs IVV Returns, Every Period

iSharesSVAL

+8.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

SVALIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: SVAL vs IVV

YTD

iSharesSVAL

+23.2%

IVViShares

+8.4%

+23.2%Year to date+8.4%

−9.0%Worst drop · 1Y−8.9%

15.4%Volatility · 1Y13.6%

2.2%Yield1.1%

$165MAssets$887B

2–2level

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

Cost, Income and Risk

Fees: IVV, SVAL, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SVAL0.20%$20

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

Yields: IVV, SVAL, VUG

2.23%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.23%$223

IVV1.14%$114

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

VUG$43 − $3 = $40

KeptFee

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

Overlap: IVV, SVAL, VUG

Today

55.4%most shared, IVV and VUG

IVVSVALVUG

IVV—0.0%55.4%

SVAL0.0%—0.0%

VUG55.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.8%SVAL, at 15.4% volatility

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 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

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