Compare · 3 funds side by side · dividends reinvested

MVAL, IVV and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeMVAL · 1.53% · $153 a year on $10k

Story of the three · RiskSmallest drop

MVAL, IVV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.4

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.53%+13.9%+20.3%[…][…]−12.2%15.2%$3M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: MVAL 2024 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,530

IVV

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

IVVMeasure

More Ways to See the Pairs

IVV vs MVAL: Top 5 Holdings

Today

IVV

26.9%in top 5

MVAL

in top 524.6%

IVVStockMVAL

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

not top 5GEHC5.2%

not top 5DHR5.0%

Cost, Income and Risk

Fees: MVAL, IVV, IWF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IWF0.18%$18

MVAL0.50%$50

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: MVAL, IVV, IWF

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

MVAL

+12.3%Year to dateJan 1 → Nov 11+13.9%

+12.7%1 yearTotal return+20.3%

+21.9%3 years · per year$10,000 became $18,122 · […][…]

+11.9%5 years · per year$10,000 became $17,530 · […][…]

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

1.10%Trailing 12-mo yield$110 · $153 a year on $10k1.53%

−8.9%Worst dropSmaller is better−12.2%

13.7%VolatilityLower is calmer15.2%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5BR4.9%

not top 5ZBH4.8%

not top 5BF-B4.8%

4.1%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common10.2%

End-of-day Nov 11, 2026 · share of each fund

IVV vs MVAL Returns, Every Period

1Y

iSharesIVV

+12.7%

past year

MVALVanEck

+20.3%

past year

IVVMVALFaded: behind in that period

0–2MVAL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs MVAL

YTD

iSharesIVV

+12.3%

MVALVanEck

+13.9%

+12.3%Year to date+13.9%

−8.9%Worst drop · 1Y−12.2%

13.7%Volatility · 1Y15.2%

1.1%Yield1.5%

$883BAssets$3.1M

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.53%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.53%$153

IVV1.10%$110

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

MVAL$153 − $50 = $103

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: MVAL, IVV, IWF

Today

55.9%most shared, IVV and IWF

MVALIVVIWF

MVAL—10.2%9.2%

IVV10.2%—55.9%

IWF9.2%55.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.3%MVAL, at 15.2% volatility

IVVWorst drop−8.9%13.7% vol

MVALWorst drop−12.2%15.2% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

MVALIVV

+13.9%Year to date+12.3%

1.5%Yield1.1%

+20.3%Past year+12.7%

0.50%Fee0.03%

3–1MVAL wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

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MVAL, IVV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three