Compare · 2 funds side by side · dividends reinvested

SVAL and IVV

SVALiShares×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

SVAL and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.23%+23.2%+29.8%+20.6%+8.4%−9.0%15.4%$159M1.6

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: SVAL 2020 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $159M$14,959

SVAL

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SVALMeasureIVV

+23.2%Year to dateJan 1 → Nov 5+8.4%

+29.8%1 yearTotal return+9.7%

+20.6%3 years · per year$10,000 became $17,555 · $18,221+22.1%

+8.4%5 years · per year$10,000 became $14,959 · $17,151+11.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.23%Trailing 12-mo yield$223 · $114 a year on $10k1.14%

−9.0%Worst dropSmaller is better−8.9%

15.4%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

SVAL vs IVV: Top 5 Holdings

Today

SVAL

4.3%in top 5

IVV

in top 527.7%

SVALStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.9%NSITnot top 5

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.8%FIVNnot top 5

0.8%OSPNnot top 5

Held in common0.0%

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

SVAL vs IVV Returns, Every Period

iSharesSVAL

+8.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

SVALIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: SVAL vs IVV

YTD

iSharesSVAL

+23.2%

IVViShares

+8.4%

+23.2%Year to date+8.4%

−9.0%Worst drop · 1Y−8.9%

15.4%Volatility · 1Y13.6%

2.2%Yield1.1%

$159MAssets$850B

2–2level

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

Cost, Income and Risk

Fees: SVAL, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SVAL0.20%$20

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

Yields: SVAL, IVV

2.23%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.23%$223

IVV1.14%$114

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

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

IVV$114 − $3 = $111

KeptFee

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

Overlap: SVAL, IVV

Today

0.0%most shared, SVAL and IVV

SVALIVV

SVAL—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+29.8%SVAL, at 15.4% volatility

IVVWorst drop−8.9%13.6% vol

SVALWorst drop−9.0%15.4% vol

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

Paid More vs Made More

YTD

SVALIVV

+23.2%Year to date+8.4%

2.2%Yield1.1%

+29.8%Past year+9.7%

0.20%Fee0.03%

3–1SVAL 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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026