Compare · 3 funds side by side · dividends reinvested

LGLV, VOO and IVV

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

02 / 04

LGLV, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR US Large Cap Low Volatility Index ETFLow-Cost Core · US large cap0.12%2.05%+9.6%+12.1%+14.8%+7.9%−8.2%10.8%$1.2B1.8

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%$853B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

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: LGLV 2013 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2B$14,650

LGLV

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 19.3% in common

LGLVMeasureVOO

+9.6%Year to dateJan 1 → Nov 6+8.7%

+12.1%1 yearTotal return+9.8%

+14.8%3 years · per year$10,000 became $15,138 · $18,079+21.8%

+7.9%5 years · per year$10,000 became $14,650 · $17,177+11.4%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

2.05%Trailing 12-mo yield$205 · $110 a year on $10k1.10%

−8.2%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.5%

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

5–3LGLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LGLV vs VOO: Top 5 Holdings

Today

LGLV

10.3%in top 5

VOO

in top 528.3%

LGLVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.5%WELLnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.7%Onot top 5

1.5%VMRKnot top 5

1.4%DUKnot top 5

1.2%KOnot top 5

Held in common19.3%

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

LGLV vs VOO Returns, Every Period

SPDRLGLV

+7.9%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

LGLVVOOFaded: behind in that period

2–2Level

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

LGLV vs IVV

YTD

SPDRLGLV

+9.6%

IVViShares

+8.7%

+9.6%Year to date+8.7%

−8.2%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y13.6%

2.0%Yield1.1%

$1.2BAssets$853B

4–0LGLV wins

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

Cost, Income and Risk

Fees: LGLV, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

LGLV0.12%$12

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

Yields: LGLV, VOO, IVV

2.05%highest, LGLV

FundTrailing yieldYield$10k

LGLV2.05%$205

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$193most kept, LGLV

LGLV$205 − $12 = $193

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: LGLV, VOO, IVV

Today

92.2%most shared, VOO and IVV

LGLVVOOIVV

LGLV—19.3%21.1%

VOO19.3%—92.2%

IVV21.1%92.2%—

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

Return vs Bumpiness: 3 ETFs

+12.1%LGLV, at 10.8% volatility

LGLVWorst drop−8.2%10.8% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

LGLVIVV

+9.6%Year to date+8.7%

2.0%Yield1.1%

+12.1%Past year+9.8%

0.12%Fee0.03%

3–1LGLV 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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026