Compare · 2 funds side by side · dividends reinvested

SIZE and VOO

SIZEiShares×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 04

SIZE and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.34%+14.9%+16.4%+20.0%+8.2%−8.0%12.7%$441M1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.6

Rank among the two1st → 2ndFee, 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: SIZE 2013 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $441M$14,165

SIZE

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 40.1% in common

SIZEMeasureVOO

+14.9%Year to dateJan 1 → Nov 5+13.4%

+16.4%1 yearTotal return+13.5%

+20.0%3 years · per year$10,000 became $17,299 · $19,172+24.2%

+8.2%5 years · per year$10,000 became $14,800 · $18,115+12.6%

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

1.34%Trailing 12-mo yield$134 · $105 a year on $10k1.05%

−8.0%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer12.8%

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

5–3SIZE wins

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

More Ways to See the Pairs

SIZE vs VOO: Top 5 Holdings

Today

SIZE

2.0%in top 5

VOO

in top 528.3%

SIZEStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.4%OKTAnot top 5

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%NTRAnot top 5

Held in common40.1%

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

SIZE vs VOO Returns, Every Period

iSharesSIZE

+8.2%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

SIZEVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: SIZE vs VOO

YTD

iSharesSIZE

+14.9%

VOOVanguard

+13.4%

+14.9%Year to date+13.4%

−8.0%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y12.8%

1.3%Yield1.1%

$441MAssets$1.00T

4–0SIZE wins

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

Cost, Income and Risk

Fees: SIZE, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SIZE0.15%$15

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

Yields: SIZE, VOO

1.34%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.34%$134

VOO1.05%$105

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

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

VOO$105 − $3 = $102

KeptFee

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

Overlap: SIZE, VOO

Today

40.1%most shared, SIZE and VOO

SIZEVOO

SIZE—40.1%

VOO40.1%—

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

Return vs Bumpiness: 2 ETFs

+16.4%SIZE, at 12.7% volatility

SIZEWorst drop−8.0%12.7% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

SIZEVOO

+14.9%Year to date+13.4%

1.3%Yield1.1%

+16.4%Past year+13.5%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026