Compare · 3 funds side by side · dividends reinvested

SIZE, VUG and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

SIZE, VUG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.4%+16.0%+18.1%+7.5%−8.0%13.4%$425M1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: SIZE 2013 · VUG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $425M$14,354

SIZE

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 42.0% in common

SIZEMeasureIVV

+13.4%Year to dateJan 1 → Nov 9+11.3%

+16.0%1 yearTotal return+13.6%

+18.1%3 years · per year$10,000 became $16,483 · $18,159+22.0%

+7.5%5 years · per year$10,000 became $14,354 · $17,545+11.9%

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

1.36%Trailing 12-mo yield$136 · $111 a year on $10k1.11%

−8.0%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.8%

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

5–3SIZE wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SIZE vs IVV: Top 5 Holdings

Today

SIZE

1.9%in top 5

IVV

in top 527.8%

SIZEStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.4%SNnot top 5

0.4%KMBnot top 5

0.4%OKTAnot top 5

0.4%VMRKnot top 5

0.4%VEEVnot top 5

Held in common42.0%

End-of-day Nov 9, 2026 · share of each fund

SIZE vs IVV Returns, Every Period

iSharesSIZE

+7.5%

5 years, per year

IVViShares

+11.9%

5 years, per year

SIZEIVVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SIZE vs IVV

YTD

iSharesSIZE

+13.4%

IVViShares

+11.3%

+13.4%Year to date+11.3%

−8.0%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.8%

1.4%Yield1.1%

$425MAssets$853B

4–0SIZE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, VUG, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

SIZE0.15%$15

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SIZE, VUG, IVV

1.36%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.36%$136

IVV1.11%$111

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, SIZE

SIZE$136 − $15 = $121

IVV$111 − $3 = $108

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SIZE, VUG, IVV

Today

55.1%most shared, VUG and IVV

SIZEVUGIVV

SIZE—17.7%42.0%

VUG17.7%—55.1%

IVV42.0%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.0%SIZE, at 13.4% volatility

SIZEWorst drop−8.0%13.4% vol

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEIVV

+13.4%Year to date+11.3%

1.4%Yield1.1%

+16.0%Past year+13.6%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026