Compare · 3 funds side by side · dividends reinvested

MVAL, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

MVAL, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.00T1.6

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.54%+13.6%+19.9%[…][…]−12.2%15.1%$3M2.0

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%$887B2.0

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: MVAL 2024 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

MVAL

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

MVALMeasureVOO

+13.6%Year to dateJan 1 → Nov 5+8.4%

+19.9%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

1.54%Trailing 12-mo yield$154 · $110 a year on $10k1.10%

−12.2%Worst dropSmaller is better−8.9%

15.1%VolatilityLower is calmer13.5%

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

3–3Level

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

More Ways to See the Pairs

MVAL vs VOO: Top 5 Holdings

Today

MVAL

24.5%in top 5

VOO

in top 528.3%

MVALStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

5.2%GEHCnot top 5

4.9%DHRnot top 5

4.8%ZBHnot top 5

4.8%BRnot top 5

4.7%BF-Bnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common10.2%

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

MVAL vs VOO Returns, Every Period

VanEckMVAL

+19.9%

past year

VOOVanguard

+9.8%

past year

MVALVOOFaded: behind in that period

2–0MVAL wins

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

Stocks vs Core: MVAL vs IVV

YTD

VanEckMVAL

+13.6%

IVViShares

+8.4%

+13.6%Year to date+8.4%

−12.2%Worst drop · 1Y−8.9%

15.1%Volatility · 1Y13.6%

1.5%Yield1.1%

$3.1MAssets$887B

2–2level

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

Cost, Income and Risk

Fees: MVAL, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

MVAL0.50%$50

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

Yields: MVAL, VOO, IVV

1.54%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.54%$154

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

MVAL$154 − $50 = $104

KeptFee

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

Overlap: MVAL, VOO, IVV

Today

93.5%most shared, VOO and IVV

MVALVOOIVV

MVAL—10.2%10.2%

VOO10.2%—93.5%

IVV10.2%93.5%—

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

Return vs Bumpiness: 3 ETFs

+19.9%MVAL, at 15.1% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

MVALWorst drop−12.2%15.1% vol

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

Paid More vs Made More

YTD

MVALVOO

+13.6%Year to date+8.4%

1.5%Yield1.1%

+19.9%Past year+9.8%

0.50%Fee0.03%

3–1MVAL 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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026