Compare · 3 funds side by side · dividends reinvested

IVV, USMF and VOO

IVViShares×USMFWisdomTree×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

IVV, USMF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

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%$850B1.9

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.36%−4.4%−2.5%+10.4%+5.2%−10.6%13.0%$253M2.5

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 · USMF 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

USMF

WisdomTree U.S. Multifactor Fund · $253M$12,889

$10,000 five years ago, dividends reinvested · they hold 32.6% in common

IVVMeasureUSMF

+8.4%Year to dateJan 1 → Nov 5−4.4%

+9.7%1 yearTotal return−2.5%

+22.1%3 years · per year$10,000 became $18,221 · $13,453+10.4%

+11.4%5 years · per year$10,000 became $17,151 · $12,889+5.2%

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

1.14%Trailing 12-mo yield$114 · $136 a year on $10k1.36%

−8.9%Worst dropSmaller is better−10.6%

13.6%VolatilityLower is calmer13.0%

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

6–2IVV 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 USMF: Top 5 Holdings

Today

IVV

27.7%in top 5

USMF

in top 514.8%

IVVStockUSMF

7.7%AAPL4.7%

7.3%NVDA3.7%

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGL3.4%

not top 5LLY1.7%

not top 5AVGO1.4%

Held in common32.6%

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

IVV vs USMF Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

USMFWisdomTree

+5.2%

5 years, per year

IVVUSMFFaded: behind in that period

4–0IVV wins

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

Core vs Stocks: IVV vs USMF

YTD

iSharesIVV

+8.4%

USMFWisdomTree

−4.4%

+8.4%Year to date−4.4%

−8.9%Worst drop · 1Y−10.6%

13.6%Volatility · 1Y13.0%

1.1%Yield1.4%

$850BAssets$253M

2–2level

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

Cost, Income and Risk

Fees: IVV, USMF, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

USMF0.28%$28

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

Yields: IVV, USMF, VOO

1.36%highest, USMF

FundTrailing yieldYield$10k

USMF1.36%$136

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

USMF$136 − $28 = $108

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, USMF, VOO

Today

93.5%most shared, IVV and VOO

IVVUSMFVOO

IVV—32.6%93.5%

USMF32.6%—33.7%

VOO93.5%33.7%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

USMFWorst drop−10.6%13.0% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

USMFVOO

−4.4%Year to date+8.4%

1.4%Yield1.1%

−2.5%Past year+9.8%

0.28%Fee0.03%

3–1VOO 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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026