Compare · 3 funds side by side · dividends reinvested

IVV, VYM and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

IVV, VYM and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$44.9B1.8

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B2.0

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%$850B2.3

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 · VYM 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

$10,000 five years ago, dividends reinvested · they hold 35.1% in common

IVVMeasureVYM

+8.4%Year to dateJan 1 → Nov 5+13.3%

+9.7%1 yearTotal return+17.7%

+22.1%3 years · per year$10,000 became $18,221 · $17,266+20.0%

+11.4%5 years · per year$10,000 became $17,151 · $17,002+11.2%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.14%Trailing 12-mo yield$114 · $230 a year on $10k2.30%

−8.9%Worst dropSmaller is better−6.7%

13.6%VolatilityLower is calmer10.6%

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

3–5VYM 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 VYM: Top 5 Holdings

Today

IVV

27.7%in top 5

VYM

in top 518.2%

IVVStockVYM

7.7%AAPLnot top 5

7.3%NVDAnot top 5

not top 5AVGO6.9%

6.2%MSFTnot top 5

3.9%AMZNnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

2.6%GOOGLnot top 5

not top 5ABBV2.0%

Held in common35.1%

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

IVV vs VYM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

VYMVanguard

+11.2%

5 years, per year

IVVVYMFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs VYM

YTD

iSharesIVV

+8.4%

VYMVanguard

+13.3%

+8.4%Year to date+13.3%

−8.9%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y10.6%

1.1%Yield2.3%

$850BAssets$78.9B

4–0VYM wins

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

Cost, Income and Risk

Fees: IVV, VYM, DGRO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VYM0.04%$4

DGRO0.08%$8

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

Yields: IVV, VYM, DGRO

2.30%highest, VYM

FundTrailing yieldYield$10k

VYM2.30%$230

DGRO1.86%$186

IVV1.14%$114

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

DGRO$186 − $8 = $178

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, VYM, DGRO

Today

61.8%most shared, VYM and DGRO

IVVVYMDGRO

IVV—35.1%43.8%

VYM35.1%—61.8%

DGRO43.8%61.8%—

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

Return vs Bumpiness: 3 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

VYMWorst drop−6.7%10.6% 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

VYMDGRO

+13.3%Year to date+17.2%

2.3%Yield1.9%

+17.7%Past year+21.2%

0.04%Fee0.08%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026