Compare · 2 funds side by side · dividends reinvested

IVVB and VO

IVVBiShares×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,867VO · best of the two

02 / 04

IVVB and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.3

iShares Large Cap Deep Quarterly Laddered ETFUS Stock Styles · Large cap0.53%1.16%+5.9%+7.4%+13.3%[…]−5.8%8.4%$141M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVVB 2023 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Deep Quarterly Laddered ETF · $141M[…]

IVVB

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

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

IVVBMeasureVO

+5.9%Year to dateJan 1 → Nov 9+13.6%

+7.4%1 yearTotal return+15.6%

+13.3%3 years · per year$10,000 became $14,545 · $16,763+18.8%

[…]5 years · per year$10,000 became […] · $13,867+6.8%

0.53%Expense ratio$53 · $3 a year on $10k · lower is better0.03%

1.16%Trailing 12-mo yield$116 · $135 a year on $10k1.35%

−5.8%Worst dropSmaller is better−8.2%

8.4%VolatilityLower is calmer13.1%

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

2–5VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVVB vs VO: Top 5 Holdings

Today

IVVB

98.0%in top 5

in top 55.3%

IVVBStockVO

98.0%IVVnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IVVB vs VO Returns, Every Period

iSharesIVVB

+7.4%

past year

VOVanguard

+15.6%

past year

IVVBVOFaded: behind in that period

0–3VO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IVVB vs VO

YTD

iSharesIVVB

+5.9%

VOVanguard

+13.6%

+5.9%Year to date+13.6%

−5.8%Worst drop · 1Y−8.2%

8.4%Volatility · 1Y13.1%

1.2%Yield1.4%

$141MAssets$103B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVVB, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IVVB0.53%$53

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVVB, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IVVB1.16%$116

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IVVB$116 − $53 = $63

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVVB, VO

Today

0.0%most shared, IVVB and VO

IVVBVO

IVVB—0.0%

VO0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.6%VO, at 13.1% volatility

IVVBWorst drop−5.8%8.4% vol

VOWorst drop−8.2%13.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOIVVB

+13.6%Year to date+5.9%

1.4%Yield1.2%

+15.6%Past year+7.4%

0.03%Fee0.53%

4–0VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026