Compare · 2 funds side by side · dividends reinvested

IVV and USVM

IVViShares×USVMVictoryShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

IVV and USVM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.5

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.93%+15.1%+18.5%+20.7%+9.2%−8.4%14.3%$1.9B1.5

Rank among the two1st → 2ndFee, 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 · USVM 2017

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

USVM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9B$15,497

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

IVVMeasureUSVM

+8.7%Year to dateJan 1 → Nov 6+15.1%

+9.8%1 yearTotal return+18.5%

+21.8%3 years · per year$10,000 became $18,084 · $17,588+20.7%

+11.4%5 years · per year$10,000 became $17,177 · $15,497+9.2%

0.03%Expense ratio$3 · $22 a year on $10k · lower is better0.22%

1.14%Trailing 12-mo yield$114 · $193 a year on $10k1.93%

−8.9%Worst dropSmaller is better−8.4%

13.6%VolatilityLower is calmer14.3%

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

4–4Level

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 USVM: Top 5 Holdings

Today

IVV

27.8%in top 5

USVM

in top 53.6%

IVVStockUSVM

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 5PNW0.8%

not top 5SWX0.7%

not top 5AVA0.7%

not top 5WTM0.7%

not top 5OGS0.7%

Held in common0.2%

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

IVV vs USVM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

USVMVictoryShares

+9.2%

5 years, per year

IVVUSVMFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs USVM

YTD

iSharesIVV

+8.7%

USVMVictoryShares

+15.1%

+8.7%Year to date+15.1%

−8.9%Worst drop · 1Y−8.4%

13.6%Volatility · 1Y14.3%

1.1%Yield1.9%

$850BAssets$1.9B

3–1USVM wins

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

Cost, Income and Risk

Fees: IVV, USVM

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

USVM0.22%$22

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

Yields: IVV, USVM

1.93%highest, USVM

FundTrailing yieldYield$10k

USVM1.93%$193

IVV1.14%$114

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

Income After Fees on $10,000

$171most kept, USVM

USVM$193 − $22 = $171

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, USVM

Today

0.2%most shared, IVV and USVM

IVVUSVM

IVV—0.2%

USVM0.2%—

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

Return vs Bumpiness: 2 ETFs

+18.5%USVM, at 14.3% volatility

IVVWorst drop−8.9%13.6% vol

USVMWorst drop−8.4%14.3% vol

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

Paid More vs Made More

YTD

USVMIVV

+15.1%Year to date+8.7%

1.9%Yield1.1%

+18.5%Past year+9.8%

0.22%Fee0.03%

3–1USVM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026