Compare · 3 funds side by side · dividends reinvested

ROE, 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

ROE, 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%$1.00T1.8

Astoria US Equal Weight Quality Kings ETFUS Stock Styles · Equal weight0.49%0.89%+17.0%+20.1%+23.5%[…]−8.7%15.7%$243M1.9

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%$850B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: ROE 2023 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Astoria US Equal Weight Quality Kings ETF · $243M[…]

ROE

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 29.5% in common

ROEMeasureVOO

+17.0%Year to dateJan 1 → Nov 5+8.4%

+20.1%1 yearTotal return+9.8%

+23.5%3 years · per year$10,000 became $18,841 · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

0.89%Trailing 12-mo yield$89 · $110 a year on $10k1.10%

−8.7%Worst dropSmaller is better−8.9%

15.7%VolatilityLower is calmer13.5%

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

4–3ROE wins

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

More Ways to See the Pairs

ROE vs VOO: Top 5 Holdings

Today

ROE

6.6%in top 5

VOO

in top 528.3%

ROEStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.4%GENnot top 5

1.4%PTCnot top 5

1.4%HASnot top 5

1.3%MCKnot top 5

1.2%PAYCnot top 5

Held in common29.5%

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

ROE vs VOO Returns, Every Period

AstoriaROE

+20.1%

past year

VOOVanguard

+9.8%

past year

ROEVOOFaded: behind in that period

3–0ROE wins

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

Stocks vs Core: ROE vs IVV

YTD

AstoriaROE

+17.0%

IVViShares

+8.4%

+17.0%Year to date+8.4%

−8.7%Worst drop · 1Y−8.9%

15.7%Volatility · 1Y13.6%

0.9%Yield1.1%

$243MAssets$850B

2–2level

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

Cost, Income and Risk

Fees: ROE, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

ROE0.49%$49

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

Yields: ROE, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

ROE0.89%$89

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

ROE$89 − $49 = $40

KeptFee

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

Overlap: ROE, VOO, IVV

Today

93.5%most shared, VOO and IVV

ROEVOOIVV

ROE—29.5%29.0%

VOO29.5%—93.5%

IVV29.0%93.5%—

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

Return vs Bumpiness: 3 ETFs

+20.1%ROE, at 15.7% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

ROEWorst drop−8.7%15.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVROE

+8.4%Year to date+17.0%

1.1%Yield0.9%

+9.7%Past year+20.1%

0.03%Fee0.49%

2–2level

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026