Compare · 3 funds side by side · dividends reinvested

RWJ, VOO and IVV

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

02 / 04

RWJ, 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%$853B1.6

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%$1.00T1.9

Invesco S&P SmallCap 600 Revenue ETFUS Stock Styles · Small cap0.39%1.12%+19.9%+22.6%+20.8%+8.9%−11.3%17.4%$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 6, 2026 · returns include dividends · since: RWJ 2008 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 Revenue ETF · $2.0B$15,346

RWJ

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

RWJMeasureVOO

+19.9%Year to dateJan 1 → Nov 6+8.7%

+22.6%1 yearTotal return+9.8%

+20.8%3 years · per year$10,000 became $17,647 · $18,079+21.8%

+8.9%5 years · per year$10,000 became $15,346 · $17,177+11.4%

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

1.12%Trailing 12-mo yield$112 · $110 a year on $10k1.10%

−11.3%Worst dropSmaller is better−8.9%

17.4%VolatilityLower is calmer13.5%

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

3–5VOO wins

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

More Ways to See the Pairs

RWJ vs VOO: Top 5 Holdings

Today

RWJ

9.0%in top 5

VOO

in top 528.3%

RWJStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.7%WKCnot top 5

2.0%UNFInot top 5

1.6%KMXnot top 5

1.3%KSSnot top 5

1.3%GPInot top 5

Held in common0.0%

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

RWJ vs VOO Returns, Every Period

InvescoRWJ

+8.9%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

RWJVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: RWJ vs IVV

YTD

InvescoRWJ

+19.9%

IVViShares

+8.7%

+19.9%Year to date+8.7%

−11.3%Worst drop · 1Y−8.9%

17.4%Volatility · 1Y13.6%

1.1%Yield1.1%

$2.0BAssets$853B

2–1IVV wins

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

Cost, Income and Risk

Fees: RWJ, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

RWJ0.39%$39

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

Yields: RWJ, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

RWJ1.12%$112

VOO1.10%$110

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

RWJ$112 − $39 = $73

KeptFee

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

Overlap: RWJ, VOO, IVV

Today

92.2%most shared, VOO and IVV

RWJVOOIVV

RWJ—0.0%0.0%

VOO0.0%—92.2%

IVV0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+22.6%RWJ, at 17.4% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

RWJWorst drop−11.3%17.4% vol

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

Paid More vs Made More

YTD

IVVRWJ

+8.7%Year to date+19.9%

1.1%Yield1.1%

+9.8%Past year+22.6%

0.03%Fee0.39%

2–1RWJ 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