Compare · 3 funds side by side · dividends reinvested

PFM, 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

PFM, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Dividend Achievers ETFIncome · Dividend stocks0.52%1.31%+12.6%+14.8%+18.5%+10.3%−7.1%10.1%$830M1.8

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: PFM 2005 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dividend Achievers ETF · $830M$16,356

PFM

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 43.2% in common

PFMMeasureVOO

+12.6%Year to dateJan 1 → Nov 6+8.7%

+14.8%1 yearTotal return+9.8%

+18.5%3 years · per year$10,000 became $16,650 · $18,079+21.8%

+10.3%5 years · per year$10,000 became $16,356 · $17,177+11.4%

0.52%Expense ratio$52 · $3 a year on $10k · lower is better0.03%

1.31%Trailing 12-mo yield$131 · $110 a year on $10k1.10%

−7.1%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer13.5%

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

5–3PFM wins

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

More Ways to See the Pairs

PFM vs VOO: Top 5 Holdings

Today

PFM

19.7%in top 5

VOO

in top 528.3%

PFMStockVOO

not top 5NVDA8.4%

4.3%AAPL7.4%

4.2%MSFT5.8%

4.5%LLYnot top 5

not top 5AMZN3.7%

3.6%WMTnot top 5

3.2%JPMnot top 5

not top 5GOOGL3.1%

Held in common43.2%

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

PFM vs VOO Returns, Every Period

InvescoPFM

+10.3%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

PFMVOOFaded: behind in that period

2–2Level

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

Income vs Core: PFM vs IVV

YTD

InvescoPFM

+12.6%

IVViShares

+8.7%

+12.6%Year to date+8.7%

−7.1%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y13.6%

1.3%Yield1.1%

$830MAssets$853B

4–0PFM wins

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

Cost, Income and Risk

Fees: PFM, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

PFM0.52%$52

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

Yields: PFM, VOO, IVV

1.31%highest, PFM

FundTrailing yieldYield$10k

PFM1.31%$131

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

PFM$131 − $52 = $79

KeptFee

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

Overlap: PFM, VOO, IVV

Today

92.2%most shared, VOO and IVV

PFMVOOIVV

PFM—43.2%46.1%

VOO43.2%—92.2%

IVV46.1%92.2%—

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

Return vs Bumpiness: 3 ETFs

+14.8%PFM, at 10.1% volatility

PFMWorst drop−7.1%10.1% 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

PFMIVV

+12.6%Year to date+8.7%

1.3%Yield1.1%

+14.8%Past year+9.8%

0.52%Fee0.03%

3–1PFM 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