Compare · 3 funds side by side · dividends reinvested

IVV, XMVM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

IVV, XMVM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

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%$850B2.0

Invesco S&P MidCap Value with Momentum ETFUS Stock Styles · Mid cap0.37%1.87%+15.2%+24.3%+21.1%+11.3%−9.2%13.8%$550M2.3

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 · XMVM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

XMVM

Invesco S&P MidCap Value with Momentum ETF · $550M$17,042

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureXMVM

+8.4%Year to dateJan 1 → Nov 5+15.2%

+9.7%1 yearTotal return+24.3%

+22.1%3 years · per year$10,000 became $18,221 · $17,745+21.1%

+11.4%5 years · per year$10,000 became $17,151 · $17,042+11.3%

0.03%Expense ratio$3 · $37 a year on $10k · lower is better0.37%

1.14%Trailing 12-mo yield$114 · $187 a year on $10k1.87%

−8.9%Worst dropSmaller is better−9.2%

13.6%VolatilityLower is calmer13.8%

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

5–3IVV 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 XMVM: Top 5 Holdings

Today

IVV

27.7%in top 5

XMVM

in top 513.5%

IVVStockXMVM

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

not top 5PBF4.1%

3.9%AMZNnot top 5

not top 5DINO2.6%

2.6%GOOGLnot top 5

not top 5M2.5%

not top 5THC2.2%

not top 5PAG2.0%

Held in common0.0%

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

IVV vs XMVM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

XMVMInvesco

+11.3%

5 years, per year

IVVXMVMFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs XMVM

YTD

iSharesIVV

+8.4%

XMVMInvesco

+15.2%

+8.4%Year to date+15.2%

−8.9%Worst drop · 1Y−9.2%

13.6%Volatility · 1Y13.8%

1.1%Yield1.9%

$850BAssets$550M

2–2level

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

Cost, Income and Risk

Fees: IVV, XMVM, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

XMVM0.37%$37

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

Yields: IVV, XMVM, VOO

1.87%highest, XMVM

FundTrailing yieldYield$10k

XMVM1.87%$187

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$150most kept, XMVM

XMVM$187 − $37 = $150

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, XMVM, VOO

Today

93.5%most shared, IVV and VOO

IVVXMVMVOO

IVV—0.0%93.5%

XMVM0.0%—0.0%

VOO93.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+24.3%XMVM, at 13.8% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

XMVMWorst drop−9.2%13.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XMVMVOO

+15.2%Year to date+8.4%

1.9%Yield1.1%

+24.3%Past year+9.8%

0.37%Fee0.03%

3–1XMVM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026