Compare · 3 funds side by side · dividends reinvested

RZV, IJR and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

RZV, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

Invesco S&P SmallCap 600 Pure Value ETFUS Stock Styles · Small cap0.35%1.42%+22.4%+25.3%+21.7%+9.6%−12.6%18.5%$288M2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: RZV 2006 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 Pure Value ETF · $288M$15,812

RZV

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 20.1% in common

RZVMeasureIJR

+22.4%Year to dateJan 1 → Nov 3+18.3%

+25.3%1 yearTotal return+21.3%

+21.7%3 years · per year$10,000 became $18,024 · $16,862+19.0%

+9.6%5 years · per year$10,000 became $15,812 · $13,468+6.1%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

1.42%Trailing 12-mo yield$142 · $121 a year on $10k1.21%

−12.6%Worst dropSmaller is better−9.7%

18.5%VolatilityLower is calmer15.8%

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

5–3RZV wins

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

More Ways to See the Pairs

RZV vs IJR: Top 5 Holdings

Today

RZV

9.0%in top 5

IJR

in top 53.1%

RZVStockIJR

2.0%HZOnot top 5

1.9%ACHCnot top 5

1.8%CBRLnot top 5

1.7%MANnot top 5

1.6%VSTSnot top 5

not top 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common20.1%

End-of-day Nov 3, 2026 · share of each fund

RZV vs IJR Returns, Every Period

InvescoRZV

+9.6%

5 years, per year

IJRiShares

+6.1%

5 years, per year

RZVIJRFaded: behind in that period

4–0RZV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

RZV vs IJR

YTD

InvescoRZV

+22.4%

IJRiShares

+18.3%

+22.4%Year to date+18.3%

−12.6%Worst drop · 1Y−9.7%

18.5%Volatility · 1Y15.8%

1.4%Yield1.2%

$288MAssets$106B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RZV, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

RZV0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RZV, IJR, VOO

1.42%highest, RZV

FundTrailing yieldYield$10k

RZV1.42%$142

IJR1.21%$121

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

RZV$142 − $35 = $107

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RZV, IJR, VOO

Today

20.1%most shared, RZV and IJR

RZVIJRVOO

RZV—20.1%0.0%

IJR20.1%—0.0%

VOO0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.3%RZV, at 18.5% volatility

VOOWorst drop−8.9%12.7% vol

IJRWorst drop−9.7%15.8% vol

RZVWorst drop−12.6%18.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

RZVIJR

+22.4%Year to date+18.3%

1.4%Yield1.2%

+25.3%Past year+21.3%

0.35%Fee0.06%

3–1RZV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026