Compare · 3 funds side by side · dividends reinvested

IVV, VALQ and VOO

IVViShares×VALQAmerican Century×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

IVV, VALQ and VOO, 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%$850B1.9

American Century STOXX U.S. Quality Value ETFUS Stock Styles · Value0.29%1.71%+8.5%+12.8%+16.1%+9.2%−7.9%11.6%$197M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

Rank among the three1st → 3rdFee, 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 · VALQ 2018 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

VALQ

American Century STOXX U.S. Quality Value ETF · $197M$15,496

$10,000 five years ago, dividends reinvested · they hold 26.2% in common

IVVMeasureVALQ

+8.7%Year to dateJan 1 → Nov 6+8.5%

+9.8%1 yearTotal return+12.8%

+21.8%3 years · per year$10,000 became $18,084 · $15,667+16.1%

+11.4%5 years · per year$10,000 became $17,177 · $15,496+9.2%

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.14%Trailing 12-mo yield$114 · $171 a year on $10k1.71%

−8.9%Worst dropSmaller is better−7.9%

13.6%VolatilityLower is calmer11.6%

IVVVALQ 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 VALQ: Top 5 Holdings

Today

IVV

27.8%in top 5

VALQ

in top 513.9%

IVVStockVALQ

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

not top 5HD2.9%

not top 5PG2.9%

not top 5UNH2.7%

not top 5MRK2.7%

not top 5LMT2.7%

2.6%GOOGLnot top 5

Held in common26.2%

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

IVV vs VALQ Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

VALQAmerican Century

+9.2%

5 years, per year

IVVVALQFaded: behind in that period

3–1IVV wins

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

Core vs Stocks: IVV vs VALQ

YTD

iSharesIVV

+8.7%

VALQAmerican Century

+8.5%

+8.7%Year to date+8.5%

−8.9%Worst drop · 1Y−7.9%

13.6%Volatility · 1Y11.6%

1.1%Yield1.7%

$850BAssets$197M

3–1VALQ wins

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

Cost, Income and Risk

Fees: IVV, VALQ, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

VALQ0.29%$29

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

Yields: IVV, VALQ, VOO

1.71%highest, VALQ

FundTrailing yieldYield$10k

VALQ1.71%$171

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$142most kept, VALQ

VALQ$171 − $29 = $142

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, VALQ, VOO

Today

92.2%most shared, IVV and VOO

IVVVALQVOO

IVV—26.2%92.2%

VALQ26.2%—25.3%

VOO92.2%25.3%—

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

Return vs Bumpiness: 3 ETFs

+12.8%VALQ, at 11.6% volatility

VALQWorst drop−7.9%11.6% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

VALQIVV

+8.5%Year to date+8.7%

1.7%Yield1.1%

+12.8%Past year+9.8%

0.29%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026