Compare · 3 funds side by side · dividends reinvested

IVV, XLSR and VOO

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, XLSR 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%$850B1.4

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%$1.00T1.5

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.9%+5.1%+16.9%+8.2%−11.1%14.5%$1.1B3.0

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 · XLSR 2019 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

XLSR

State Street US Sector Rotation ETF · $1.1B$14,831

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

IVVMeasureXLSR

+8.7%Year to dateJan 1 → Nov 6+2.9%

+9.8%1 yearTotal return+5.1%

+21.8%3 years · per year$10,000 became $18,084 · $15,995+16.9%

+11.4%5 years · per year$10,000 became $17,177 · $14,831+8.2%

0.03%Expense ratio$3 · $70 a year on $10k · lower is better0.70%

1.14%Trailing 12-mo yield$114 · $42 a year on $10k0.42%

−8.9%Worst dropSmaller is better−11.1%

13.6%VolatilityLower is calmer14.5%

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

8–0IVV wins

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 XLSR: Top 5 Holdings

Today

IVV

27.8%in top 5

XLSR

in top 566.7%

IVVStockXLSR

not top 5XLK26.6%

not top 5XLV19.6%

not top 5XLF10.6%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5XLP5.3%

not top 5XLY4.6%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common21.2%

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

IVV vs XLSR Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

XLSRSPDR

+8.2%

5 years, per year

IVVXLSRFaded: behind in that period

4–0IVV wins

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

IVV vs VOO

YTD

iSharesIVV

+8.7%

VOOVanguard

+8.7%

+8.7%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.5%

1.1%Yield1.1%

$850BAssets$1.00T

1–0VOO wins

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

Cost, Income and Risk

Fees: IVV, XLSR, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

XLSR0.70%$70

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

Yields: IVV, XLSR, VOO

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

XLSR0.42%$42

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

XLSR$42 − $70 = −$28

KeptFee

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

Overlap: IVV, XLSR, VOO

Today

92.2%most shared, IVV and VOO

IVVXLSRVOO

IVV—21.2%92.2%

XLSR21.2%—22.0%

VOO92.2%22.0%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

XLSRWorst drop−11.1%14.5% vol

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

Paid More vs Made More

YTD

IVVVOO

+8.7%Year to date+8.7%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.03%

0–0level

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