Compare · 3 funds side by side · dividends reinvested

SIZE, VOO and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

SIZE, VOO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.1

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.35%+14.5%+15.4%+18.1%+7.5%−8.0%13.4%$439M2.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: SIZE 2013 · VOO 2010 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Size Factor ETF · $439M$14,386

SIZE

VOO

Vanguard S&P 500 ETF · $1.00T$17,533

$10,000 five years ago, dividends reinvested · they hold 40.0% in common

SIZEMeasure

More Ways to See the Pairs

SIZE vs VOO: Top 5 Holdings

Today

SIZE

1.9%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 5GOOGL

Cost, Income and Risk

Fees: SIZE, VOO, VTV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VTV0.03%$3

SIZE0.15%$15

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SIZE, VOO, VTV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

VOO

+14.5%Year to dateJan 1 → Nov 11+12.3%

+15.4%1 yearTotal return+12.8%

+18.1%3 years · per year$10,000 became $16,455 · $18,126+21.9%

+7.5%5 years · per year$10,000 became $14,386 · $17,533+11.9%

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

1.35%Trailing 12-mo yield$135 · $106 a year on $10k1.06%

−8.0%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.7%

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

5–3SIZE wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.1%

0.4%SNnot top 5

0.4%OKTAnot top 5

0.4%KMBnot top 5

0.4%VMRKnot top 5

0.4%VEEVnot top 5

Held in common40.0%

End-of-day Nov 11, 2026 · share of each fund

SIZE vs VOO Returns, Every Period

5Y

iSharesSIZE

+7.5%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

SIZEVOOFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SIZE vs VTV

YTD

iSharesSIZE

+14.5%

VTVVanguard

+22.3%

+14.5%Year to date+22.3%

−8.0%Worst drop · 1Y−6.4%

13.4%Volatility · 1Y10.8%

1.3%Yield1.8%

$439MAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

SIZE1.35%$135

VOO1.06%$106

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

SIZE$135 − $15 = $120

VOO$106 − $3 = $103

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SIZE, VOO, VTV

Today

43.3%most shared, SIZE and VTV

SIZEVOOVTV

SIZE—40.0%43.3%

VOO40.0%—41.1%

VTV43.3%41.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

SIZEWorst drop−8.0%13.4% vol

VOOWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSIZE

+22.3%Year to date+14.5%

1.8%Yield1.3%

+25.5%Past year+15.4%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

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SIZE, VOO and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three