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%1.39%+11.1%+13.6%+18.4%+7.2%−8.0%13.2%$441M1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$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

+11.1%Year to dateJan 1 → Nov 5+8.4%

+13.6%1 yearTotal return+9.8%

+18.4%3 years · per year$10,000 became $16,580 · $18,224+22.1%

+7.2%5 years · per year$10,000 became $14,165 · $17,156+11.4%

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

1.39%Trailing 12-mo yield$139 · $110 a year on $10k1.10%

−8.0%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.5%

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

+7.2%

5 years, per year

VOOVanguard

+11.4%

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

+11.1%

VOOVanguard

+8.4%

+11.1%Year to date+8.4%

−8.0%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.5%

1.4%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

1.39%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.39%$139

VOO1.10%$110

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

VOO$110 − $3 = $107

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

+13.6%SIZE, at 13.2% volatility

SIZEWorst drop−8.0%13.2% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

SIZEVOO

+11.1%Year to date+8.4%

1.4%Yield1.1%

+13.6%Past year+9.8%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026