Compare · 3 funds side by side · dividends reinvested

PWB, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,370PWB · best of the three

02 / 04

PWB, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

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%$1.00T1.8

Invesco Large Cap Growth ETFUS Stock Styles · Growth0.55%0.00%+7.3%+5.6%+26.1%+11.7%−20.4%26.6%$2.5B2.5

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: PWB 2005 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Growth ETF · $2.5B$17,370

PWB

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 35.6% in common

PWBMeasureVOO

+7.3%Year to dateJan 1 → Nov 6+8.7%

+5.6%1 yearTotal return+9.8%

+26.1%3 years · per year$10,000 became $20,069 · $18,079+21.8%

+11.7%5 years · per year$10,000 became $17,370 · $17,177+11.4%

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

0.00%Trailing 12-mo yield$0 · $110 a year on $10k1.10%

−20.4%Worst dropSmaller is better−8.9%

26.6%VolatilityLower is calmer13.5%

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

2–6VOO wins

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

More Ways to See the Pairs

PWB vs VOO: Top 5 Holdings

Today

PWB

21.4%in top 5

VOO

in top 528.3%

PWBStockVOO

not top 5NVDA8.4%

4.3%AAPL7.4%

not top 5MSFT5.8%

4.3%COSTnot top 5

4.3%LLYnot top 5

4.3%Vnot top 5

4.2%MAnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common35.6%

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

PWB vs VOO Returns, Every Period

InvescoPWB

+11.7%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

PWBVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: PWB vs IVV

YTD

InvescoPWB

+7.3%

IVViShares

+8.7%

+7.3%Year to date+8.7%

−20.4%Worst drop · 1Y−8.9%

26.6%Volatility · 1Y13.6%

0.0%Yield1.1%

$2.5BAssets$850B

4–0IVV wins

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

Cost, Income and Risk

Fees: PWB, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

PWB0.55%$55

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

Yields: PWB, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

PWB0.00%$0

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

PWB$0 − $55 = −$55

KeptFee

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

Overlap: PWB, VOO, IVV

Today

92.2%most shared, VOO and IVV

PWBVOOIVV

PWB—35.6%32.3%

VOO35.6%—92.2%

IVV32.3%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

PWBWorst drop−20.4%26.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+8.7%Year to date+8.7%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.03%

0–0level

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026