Compare · 2 funds side by side · dividends reinvested

IVVM and VUG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

IVVM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Large Cap Moderate Quarterly Laddered ETFUS Stock Styles · Large cap0.53%0.64%+6.1%+7.8%+14.7%[…]−5.3%8.0%$199M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.6

Rank among the two1st → 2ndFee, 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: IVVM 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Moderate Quarterly Laddered ETF · $199M[…]

IVVM

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

IVVMMeasureVUG

+6.1%Year to dateJan 1 → Nov 5+0.5%

+7.8%1 yearTotal return−0.6%

+14.7%3 years · per year$10,000 became $15,078 · $18,532+22.8%

[…]5 years · per year$10,000 became […] · $16,052+9.9%

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

0.64%Trailing 12-mo yield$64 · $43 a year on $10k0.43%

−5.3%Worst dropSmaller is better−15.1%

8.0%VolatilityLower is calmer19.0%

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

5–2IVVM wins

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

More Ways to See the Pairs

IVVM vs VUG: Top 5 Holdings

Today

IVVM

99.1%in top 5

VUG

in top 545.2%

IVVMStockVUG

99.1%IVVnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common0.0%

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

IVVM vs VUG Returns, Every Period

iSharesIVVM

+7.8%

past year

VUGVanguard

−0.6%

past year

IVVMVUGFaded: behind in that period

2–1IVVM wins

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

IVVM vs VUG

YTD

iSharesIVVM

+6.1%

VUGVanguard

+0.5%

+6.1%Year to date+0.5%

−5.3%Worst drop · 1Y−15.1%

8.0%Volatility · 1Y19.0%

0.6%Yield0.4%

$199MAssets$233B

4–0IVVM wins

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

Cost, Income and Risk

Fees: IVVM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVVM0.53%$53

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

Yields: IVVM, VUG

0.64%highest, IVVM

FundTrailing yieldYield$10k

IVVM0.64%$64

VUG0.43%$43

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IVVM$64 − $53 = $11

KeptFee

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

Overlap: IVVM, VUG

Today

0.0%most shared, IVVM and VUG

IVVMVUG

IVVM—0.0%

VUG0.0%—

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

Return vs Bumpiness: 2 ETFs

+7.8%IVVM, at 8.0% volatility

IVVMWorst drop−5.3%8.0% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IVVMVUG

+6.1%Year to date+0.5%

0.6%Yield0.4%

+7.8%Past year−0.6%

0.53%Fee0.03%

3–1IVVM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026