Compare · 3 funds side by side · dividends reinvested

IWR, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

IWR, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.6

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IWR 2001 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.2B$14,596

IWR

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 12.6% in common

IWRMeasureVOO

+16.9%Year to dateJan 1 → Nov 4+13.4%

+18.2%1 yearTotal return+13.5%

+21.2%3 years · per year$10,000 became $17,790 · $19,172+24.2%

+7.9%5 years · per year$10,000 became $14,596 · $18,115+12.6%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.14%Trailing 12-mo yield$114 · $105 a year on $10k1.05%

−8.2%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer12.8%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWR vs VOO: Top 5 Holdings

Today

IWR

3.7%in top 5

VOO

in top 528.3%

IWRStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.9%MPCnot top 5

0.8%PSXnot top 5

0.7%SNOWnot top 5

0.6%NETnot top 5

0.6%MRNAnot top 5

Held in common12.6%

End-of-day Nov 4, 2026 · share of each fund

IWR vs VOO Returns, Every Period

iSharesIWR

+7.9%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

IWRVOOFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IWR vs IVV

YTD

iSharesIWR

+16.9%

IVViShares

+13.4%

+16.9%Year to date+13.4%

−8.2%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y12.9%

1.1%Yield1.1%

$58.2BAssets$872B

2–1IWR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWR, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

IWR0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWR, VOO, IVV

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

IWR$114 − $18 = $96

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWR, VOO, IVV

Today

94.5%most shared, VOO and IVV

IWRVOOIVV

IWR—12.6%13.6%

VOO12.6%—94.5%

IVV13.6%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.2%IWR, at 13.4% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

IWRWorst drop−8.2%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWRIVV

+16.9%Year to date+13.4%

1.1%Yield1.1%

+18.2%Past year+13.5%

0.18%Fee0.03%

2–1IWR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026