Compare · 3 funds side by side · dividends reinvested

RWJ, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

RWJ, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

Invesco S&P SmallCap 600 Revenue ETFUS Stock Styles · Small cap0.39%1.09%+23.4%+28.2%+20.6%+8.9%−11.3%17.5%$2.0B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: RWJ 2008 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 Revenue ETF · $2.0B$15,349

RWJ

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

RWJMeasureIVV

+23.4%Year to dateJan 1 → Nov 9+11.3%

+28.2%1 yearTotal return+13.6%

+20.6%3 years · per year$10,000 became $17,536 · $18,159+22.0%

+8.9%5 years · per year$10,000 became $15,349 · $17,545+11.9%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

1.09%Trailing 12-mo yield$109 · $111 a year on $10k1.11%

−11.3%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.8%

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

2–6IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RWJ vs IVV: Top 5 Holdings

Today

RWJ

8.8%in top 5

IVV

in top 527.8%

RWJStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

2.7%WKCnot top 5

not top 5GOOGL2.6%

2.0%UNFInot top 5

1.5%KMXnot top 5

1.3%KSSnot top 5

1.3%GPInot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

RWJ vs IVV Returns, Every Period

InvescoRWJ

+8.9%

5 years, per year

IVViShares

+11.9%

5 years, per year

RWJIVVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: RWJ vs IVV

YTD

InvescoRWJ

+23.4%

IVViShares

+11.3%

+23.4%Year to date+11.3%

−11.3%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.8%

1.1%Yield1.1%

$2.0BAssets$853B

2–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWJ, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

RWJ0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: RWJ, IVV, VOO

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

RWJ1.09%$109

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

RWJ$109 − $39 = $70

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: RWJ, IVV, VOO

Today

92.7%most shared, IVV and VOO

RWJIVVVOO

RWJ—0.0%0.0%

IVV0.0%—92.7%

VOO0.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.2%RWJ, at 17.5% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

RWJWorst drop−11.3%17.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVRWJ

+11.3%Year to date+23.4%

1.1%Yield1.1%

+13.6%Past year+28.2%

0.03%Fee0.39%

2–1RWJ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026