Compare · 4 funds side by side · dividends reinvested

IVV, USVM, VOO and VUG

IVViShares×USVMVictoryShares×VOOVanguard×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, USVM, VOO 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%$875B1.8

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.91%+18.5%+23.2%+21.3%+9.3%−8.4%14.4%$1.8B2.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: IVV 2000 · USVM 2017 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

USVM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.8B$15,567

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

IVVMeasureUSVM

+11.3%Year to dateJan 1 → Nov 9+18.5%

+13.6%1 yearTotal return+23.2%

+22.0%3 years · per year$10,000 became $18,159 · $17,856+21.3%

+11.9%5 years · per year$10,000 became $17,545 · $15,567+9.3%

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

1.11%Trailing 12-mo yield$111 · $191 a year on $10k1.91%

−8.9%Worst dropSmaller is better−8.4%

13.8%VolatilityLower is calmer14.4%

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

4–4Level

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 USVM: Top 5 Holdings

Today

IVV

27.8%in top 5

USVM

in top 53.6%

IVVStockUSVM

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5PNW0.8%

not top 5SWX0.7%

not top 5SR0.7%

not top 5AVA0.7%

not top 5KRG0.7%

Held in common0.2%

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

IVV vs USVM Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

USVMVictoryShares

+9.3%

5 years, per year

IVVUSVMFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs USVM

YTD

iSharesIVV

+11.3%

USVMVictoryShares

+18.5%

+11.3%Year to date+18.5%

−8.9%Worst drop · 1Y−8.4%

13.8%Volatility · 1Y14.4%

1.1%Yield1.9%

$875BAssets$1.8B

3–1USVM wins

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

Cost, Income and Risk

Fees: IVV, USVM, VOO, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

VUG0.03%$3

USVM0.22%$22

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

Yields: IVV, USVM, VOO, VUG

1.91%highest, USVM

FundTrailing yieldYield$10k

USVM1.91%$191

IVV1.11%$111

VOO1.07%$107

VUG0.41%$41

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

Income After Fees on $10,000

$169most kept, USVM

USVM$191 − $22 = $169

IVV$111 − $3 = $108

VOO$107 − $3 = $104

VUG$41 − $3 = $38

KeptFee

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

Overlap: IVV, USVM, VOO, VUG

Today

92.7%most shared, IVV and VOO

IVVUSVMVOOVUG

IVV—0.2%92.7%55.1%

USVM0.2%—0.2%0.0%

VOO92.7%0.2%—58.2%

VUG55.1%0.0%58.2%—

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

Return vs Bumpiness: 4 ETFs

+23.2%USVM, at 14.4% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

USVMWorst drop−8.4%14.4% 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

USVMIVV

+18.5%Year to date+11.3%

1.9%Yield1.1%

+23.2%Past year+13.6%

0.22%Fee0.03%

3–1USVM 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$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026