Compare · 3 funds side by side · dividends reinvested

MVAL, VUG and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

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

Story of the three · RiskSmallest drop

MVAL, VUG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.5

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.53%+14.4%+21.3%[…][…]−12.2%15.2%$3M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: MVAL 2024 · VUG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

MVAL

IVV

iShares Core S&P 500 ETF · $872B$17,414

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

MVAL

More Ways to See the Pairs

MVAL vs IVV: Top 5 Holdings

Today

MVAL

24.6%in top 5

IVV

in top 527.3%

MVALStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

5.2%GEHCnot top 5

4.9%DHRnot top 5

Cost, Income and Risk

Fees: MVAL, VUG, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

MVAL0.50%$50

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

Yields: MVAL, VUG, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

Measure

IVV

+14.4%Year to dateJan 1 → Nov 10+10.9%

+21.3%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,934+21.5%

[…]5 years · per year$10,000 became […] · $17,414+11.7%

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

1.53%Trailing 12-mo yield$153 · $111 a year on $10k1.11%

−12.2%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.8%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.9%BRnot top 5

4.8%ZBHnot top 5

4.7%TSCOnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common10.2%

End-of-day Nov 10, 2026 · share of each fund

MVAL vs IVV Returns, Every Period

1Y

VanEckMVAL

+21.3%

past year

IVViShares

+13.0%

past year

MVALIVVFaded: behind in that period

2–0MVAL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: MVAL vs IVV

YTD

VanEckMVAL

+14.4%

IVViShares

+10.9%

+14.4%Year to date+10.9%

−12.2%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.8%

1.5%Yield1.1%

$3.1MAssets$872B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.53%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.53%$153

IVV1.11%$111

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

MVAL$153 − $50 = $103

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MVAL, VUG, IVV

Today

55.3%most shared, VUG and IVV

MVALVUGIVV

MVAL—8.3%10.2%

VUG8.3%—55.3%

IVV10.2%55.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.3%MVAL, at 15.2% volatility

IVVWorst drop−8.9%13.8% vol

MVALWorst drop−12.2%15.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

MVALIVV

+14.4%Year to date+10.9%

1.5%Yield1.1%

+21.3%Past year+13.0%

0.50%Fee0.03%

3–1MVAL wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

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MVAL, VUG and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three