Compare · 3 funds side by side · dividends reinvested

MFUS, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,286MFUS · best of the three

02 / 04

MFUS, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFUS Stock Styles · Factor0.29%1.46%+14.2%+17.6%+21.9%+11.6%−6.4%12.0%$320M1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.4

Rank among the three1st → 3rdFee, 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: MFUS 2017 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $320M$17,286

MFUS

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 44.3% in common

MFUSMeasureVOO

+14.2%Year to dateJan 1 → Nov 5+8.4%

+17.6%1 yearTotal return+9.8%

+21.9%3 years · per year$10,000 became $18,115 · $18,224+22.1%

+11.6%5 years · per year$10,000 became $17,286 · $17,156+11.4%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

1.46%Trailing 12-mo yield$146 · $110 a year on $10k1.10%

−6.4%Worst dropSmaller is better−8.9%

12.0%VolatilityLower is calmer13.5%

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

6–2MFUS wins

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

More Ways to See the Pairs

MFUS vs VOO: Top 5 Holdings

Today

MFUS

9.2%in top 5

VOO

in top 528.3%

MFUSStockVOO

not top 5NVDA8.4%

2.3%AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.9%JNJnot top 5

1.7%XOMnot top 5

1.7%LLYnot top 5

1.6%CVXnot top 5

Held in common44.3%

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

MFUS vs VOO Returns, Every Period

PIMCOMFUS

+11.6%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

MFUSVOOFaded: behind in that period

3–1MFUS wins

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

Stocks vs Core: MFUS vs IVV

YTD

PIMCOMFUS

+14.2%

IVViShares

+8.4%

+14.2%Year to date+8.4%

−6.4%Worst drop · 1Y−8.9%

12.0%Volatility · 1Y13.6%

1.5%Yield1.1%

$320MAssets$850B

4–0MFUS wins

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

Cost, Income and Risk

Fees: MFUS, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

MFUS0.29%$29

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

Yields: MFUS, VOO, IVV

1.46%highest, MFUS

FundTrailing yieldYield$10k

MFUS1.46%$146

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$117most kept, MFUS

MFUS$146 − $29 = $117

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: MFUS, VOO, IVV

Today

93.5%most shared, VOO and IVV

MFUSVOOIVV

MFUS—44.3%45.3%

VOO44.3%—93.5%

IVV45.3%93.5%—

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

Return vs Bumpiness: 3 ETFs

+17.6%MFUS, at 12.0% volatility

MFUSWorst drop−6.4%12.0% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

MFUSVOO

+14.2%Year to date+8.4%

1.5%Yield1.1%

+17.6%Past year+9.8%

0.29%Fee0.03%

3–1MFUS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026