Compare · 4 funds side by side · dividends reinvested

IVV, USMF, SPY and VUG

IVViShares×USMFWisdomTree×SPYSPDR×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

IVV, USMF, 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.32%−1.3%+0.5%+10.9%+5.7%−10.6%13.3%$232M3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · USMF 2017 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

USMF

WisdomTree U.S. Multifactor Fund · $232M$13,215

$10,000 five years ago, dividends reinvested · they hold 32.2% in common

IVVMeasureUSMF

+11.3%Year to dateJan 1 → Nov 9−1.3%

+13.6%1 yearTotal return+0.5%

+22.0%3 years · per year$10,000 became $18,159 · $13,624+10.9%

+11.9%5 years · per year$10,000 became $17,545 · $13,215+5.7%

0.03%Expense ratio$3 · $28 a year on $10k · lower is better0.28%

1.11%Trailing 12-mo yield$111 · $132 a year on $10k1.32%

−8.9%Worst dropSmaller is better−10.6%

13.8%VolatilityLower is calmer13.3%

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

6–2IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs USMF: Top 5 Holdings

Today

IVV

27.8%in top 5

USMF

in top 515.1%

IVVStockUSMF

7.9%AAPL4.9%

7.1%NVDA3.5%

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGL3.6%

not top 5LLY1.7%

not top 5AVGO1.4%

Held in common32.2%

End-of-day Nov 9, 2026 · share of each fund

IVV vs USMF Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

USMFWisdomTree

+5.7%

5 years, per year

IVVUSMFFaded: behind in that period

4–0IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs USMF

YTD

iSharesIVV

+11.3%

USMFWisdomTree

−1.3%

+11.3%Year to date−1.3%

−8.9%Worst drop · 1Y−10.6%

13.8%Volatility · 1Y13.3%

1.1%Yield1.3%

$853BAssets$232M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, USMF, SPY, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SPY0.09%$9

USMF0.28%$28

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, USMF, SPY, VUG

1.32%highest, USMF

FundTrailing yieldYield$10k

USMF1.32%$132

IVV1.11%$111

SPY1.01%$101

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

USMF$132 − $28 = $104

SPY$101 − $9 = $92

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, USMF, SPY, VUG

Today

99.9%most shared, IVV and SPY

IVVUSMFSPYVUG

IVV—32.2%99.9%55.1%

USMF32.2%—32.2%26.0%

SPY99.9%32.2%—55.1%

VUG55.1%26.0%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

USMFWorst drop−10.6%13.3% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USMFIVV

−1.3%Year to date+11.3%

1.3%Yield1.1%

+0.5%Past year+13.6%

0.28%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026