Compare · 4 funds side by side · dividends reinvested

JSML, VO, IVV and VTV

JSMLJanus Henderson×VOVanguard×IVViShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

JSML, VO, IVV and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.8

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.7%+21.9%+23.0%+6.2%−14.8%22.4%$366M3.1

Rank among the four1st → 4thFee, 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: JSML 2016 · VO 2004 · IVV 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson Small Cap Growth Alpha ETF · $366M$13,517

JSML

IVV

iShares Core S&P 500 ETF · $853B$17,545

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

JSMLMeasureIVV

+20.7%Year to dateJan 1 → Nov 9+11.3%

+21.9%1 yearTotal return+13.6%

+23.0%3 years · per year$10,000 became $18,608 · $18,159+22.0%

+6.2%5 years · per year$10,000 became $13,517 · $17,545+11.9%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

0.30%Trailing 12-mo yield$30 · $111 a year on $10k1.11%

−14.8%Worst dropSmaller is better−8.9%

22.4%VolatilityLower is calmer13.8%

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

3–5IVV wins

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

More Ways to See the Pairs

JSML vs IVV: Top 5 Holdings

Today

JSML

10.2%in top 5

IVV

in top 527.8%

JSMLStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.2%RHPnot top 5

2.1%CONnot top 5

2.0%OPCHnot top 5

2.0%CVLTnot top 5

1.8%ZWSnot top 5

Held in common0.0%

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

JSML vs IVV Returns, Every Period

Janus HendersonJSML

+6.2%

5 years, per year

IVViShares

+11.9%

5 years, per year

JSMLIVVFaded: behind in that period

3–1JSML wins

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

JSML vs VTV

YTD

Janus HendersonJSML

+20.7%

VTVVanguard

+20.9%

+20.7%Year to date+20.9%

−14.8%Worst drop · 1Y−6.4%

22.4%Volatility · 1Y10.8%

0.3%Yield1.8%

$366MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: JSML, VO, IVV, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IVV0.03%$3

VTV0.03%$3

JSML0.30%$30

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

Yields: JSML, VO, IVV, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VO1.35%$135

IVV1.11%$111

JSML0.30%$30

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

IVV$111 − $3 = $108

JSML$30 − $30 = $0

KeptFee

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

Overlap: JSML, VO, IVV, VTV

Today

43.7%most shared, IVV and VTV

JSMLVOIVVVTV

JSML—0.0%0.0%0.0%

VO0.0%—16.1%28.5%

IVV0.0%16.1%—43.7%

VTV0.0%28.5%43.7%—

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

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

VOWorst drop−8.2%13.1% vol

IVVWorst drop−8.9%13.8% vol

JSMLWorst drop−14.8%22.4% vol

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

Paid More vs Made More

YTD

VTVJSML

+20.9%Year to date+20.7%

1.8%Yield0.3%

+25.4%Past year+21.9%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026