Compare · 3 funds side by side · dividends reinvested

IVV, XMVM and VTI

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

02 / 04

IVV, XMVM and VTI, 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%$853B1.6

Invesco S&P MidCap Value with Momentum ETFUS Stock Styles · Mid cap0.37%1.89%+14.3%+22.9%+20.5%+11.1%−9.2%13.8%$532M2.1

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.1

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 · XMVM 2005 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

XMVM

Invesco S&P MidCap Value with Momentum ETF · $532M$16,941

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

IVVMeasureXMVM

+8.7%Year to dateJan 1 → Nov 6+14.3%

+9.8%1 yearTotal return+22.9%

+21.8%3 years · per year$10,000 became $18,084 · $17,496+20.5%

+11.4%5 years · per year$10,000 became $17,177 · $16,941+11.1%

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

1.14%Trailing 12-mo yield$114 · $189 a year on $10k1.89%

−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 6, 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

27.8%in top 5

XMVM

in top 513.3%

IVVStockXMVM

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

not top 5PBF4.0%

2.6%GOOGLnot top 5

not top 5DINO2.5%

not top 5M2.5%

not top 5THC2.2%

not top 5PAG2.1%

Held in common0.0%

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

IVV vs XMVM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

XMVMInvesco

+11.1%

5 years, per year

IVVXMVMFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs XMVM

YTD

iSharesIVV

+8.7%

XMVMInvesco

+14.3%

+8.7%Year to date+14.3%

−8.9%Worst drop · 1Y−9.2%

13.6%Volatility · 1Y13.8%

1.1%Yield1.9%

$853BAssets$532M

2–2level

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

Cost, Income and Risk

Fees: IVV, XMVM, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

XMVM0.37%$37

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

Yields: IVV, XMVM, VTI

1.89%highest, XMVM

FundTrailing yieldYield$10k

XMVM1.89%$189

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$152most kept, XMVM

XMVM$189 − $37 = $152

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: IVV, XMVM, VTI

Today

85.5%most shared, IVV and VTI

IVVXMVMVTI

IVV—0.0%85.5%

XMVM0.0%—0.8%

VTI85.5%0.8%—

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

Return vs Bumpiness: 3 ETFs

+22.9%XMVM, at 13.8% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

XMVMWorst drop−9.2%13.8% vol

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

Paid More vs Made More

YTD

XMVMVTI

+14.3%Year to date+8.9%

1.9%Yield1.1%

+22.9%Past year+9.9%

0.37%Fee0.03%

3–1XMVM wins

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026