Compare · 3 funds side by side · dividends reinvested

PY, IVV and VOO

PYPrincipal×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

PY, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal Value ETFUS Stock Styles · Value0.15%1.69%+11.8%+14.7%+17.5%+8.5%−6.2%10.7%$243M1.8

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: PY 2016 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Principal Value ETF · $243M$15,048

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 33.5% in common

PYMeasureIVV

+11.8%Year to dateJan 1 → Nov 6+8.7%

+14.7%1 yearTotal return+9.8%

+17.5%3 years · per year$10,000 became $16,207 · $18,084+21.8%

+8.5%5 years · per year$10,000 became $15,048 · $17,177+11.4%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.69%Trailing 12-mo yield$169 · $114 a year on $10k1.14%

−6.2%Worst dropSmaller is better−8.9%

10.7%VolatilityLower is calmer13.6%

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

5–3PY wins

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

More Ways to See the Pairs

PY vs IVV: Top 5 Holdings

Today

18.5%in top 5

IVV

in top 527.8%

PYStockIVV

9.2%AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

3.4%AMZN4.0%

not top 5GOOGL2.6%

2.1%PGnot top 5

2.0%UNHnot top 5

1.9%Vnot top 5

Held in common33.5%

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

PY vs IVV Returns, Every Period

PrincipalPY

+8.5%

5 years, per year

IVViShares

+11.4%

5 years, per year

PYIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: PY vs IVV

YTD

PrincipalPY

+11.8%

IVViShares

+8.7%

+11.8%Year to date+8.7%

−6.2%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y13.6%

1.7%Yield1.1%

$243MAssets$853B

4–0PY wins

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

Cost, Income and Risk

Fees: PY, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

PY0.15%$15

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

Yields: PY, IVV, VOO

1.69%highest, PY

FundTrailing yieldYield$10k

PY1.69%$169

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$154most kept, PY

PY$169 − $15 = $154

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: PY, IVV, VOO

Today

92.2%most shared, IVV and VOO

PYIVVVOO

PY—33.5%31.6%

IVV33.5%—92.2%

VOO31.6%92.2%—

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

Return vs Bumpiness: 3 ETFs

+14.7%PY, at 10.7% volatility

PYWorst drop−6.2%10.7% 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

PYIVV

+11.8%Year to date+8.7%

1.7%Yield1.1%

+14.7%Past year+9.8%

0.15%Fee0.03%

3–1PY 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