Compare · 3 funds side by side · dividends reinvested

PRIV, 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

PRIV, 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

State Street IG Public & Private Credit ETFBonds & Cash · Corporate0.55%4.67%+0.1%+0.6%[…][…]−4.4%3.9%$806M2.0

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: PRIV 2025 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street IG Public & Private Credit ETF · $806M[…]

PRIV

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested

PRIVMeasureVOO

+0.1%Year to dateJan 1 → Nov 5+8.4%

+0.6%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%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

4.67%Trailing 12-mo yield$467 · $110 a year on $10k1.10%

−4.4%Worst dropSmaller is better−8.9%

3.9%VolatilityLower is calmer13.5%

PRIVVOO 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

PRIV vs VOO: Top 5 Holdings

Today

PRIV

[…]in top 5

VOO

in top 528.3%

PRIVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

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

PRIV vs VOO Returns, Every Period

SPDRPRIV

+0.6%

past year

VOOVanguard

+9.8%

past year

PRIVVOOFaded: behind in that period

0–2VOO wins

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

Bonds vs Core: PRIV vs IVV

YTD

SPDRPRIV

+0.1%

IVViShares

+8.4%

+0.1%Year to date+8.4%

−4.4%Worst drop · 1Y−8.9%

3.9%Volatility · 1Y13.6%

4.7%Yield1.1%

$806MAssets$887B

3–1PRIV wins

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

Cost, Income and Risk

Fees: PRIV, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

PRIV0.55%$55

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

Yields: PRIV, VOO, IVV

4.67%highest, PRIV

FundTrailing yieldYield$10k

PRIV4.67%$467

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$412most kept, PRIV

PRIV$467 − $55 = $412

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: PRIV, VOO, IVV

Today

93.5%most shared, VOO and IVV

PRIVVOOIVV

PRIV—[…][…]

VOO[…]—93.5%

IVV[…]93.5%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

PRIVWorst drop−4.4%3.9% 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

PRIVVOO

+0.1%Year to date+8.4%

4.7%Yield1.1%

+0.6%Past year+9.8%

0.55%Fee0.03%

3–1VOO 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