Compare · 3 funds side by side · dividends reinvested

SVAL, VOO and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SVAL, VOO and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.0

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$159M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SVAL 2020 · VOO 2010 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $159M$14,844

SVAL

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

SVALMeasureVOO

+22.4%Year to dateJan 1 → Nov 6+8.7%

+27.6%1 yearTotal return+9.8%

+20.1%3 years · per year$10,000 became $17,331 · $18,079+21.8%

+8.2%5 years · per year$10,000 became $14,844 · $17,177+11.4%

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

2.25%Trailing 12-mo yield$225 · $110 a year on $10k1.10%

−9.0%Worst dropSmaller is better−8.9%

15.4%VolatilityLower is calmer13.5%

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

3–5VOO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SVAL vs VOO: Top 5 Holdings

Today

SVAL

4.2%in top 5

VOO

in top 528.3%

SVALStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.9%MGNInot top 5

0.8%NSITnot top 5

0.8%FIVNnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SVAL vs VOO Returns, Every Period

iSharesSVAL

+8.2%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

SVALVOOFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SVAL vs VOO

YTD

iSharesSVAL

+22.4%

VOOVanguard

+8.7%

+22.4%Year to date+8.7%

−9.0%Worst drop · 1Y−8.9%

15.4%Volatility · 1Y13.5%

2.2%Yield1.1%

$159MAssets$1.00T

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SVAL, VOO, VTI

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VTI0.03%$3

SVAL0.20%$20

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SVAL, VOO, VTI

2.25%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.25%$225

VOO1.10%$110

VTI1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VOO$110 − $3 = $107

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SVAL, VOO, VTI

Today

89.0%most shared, VOO and VTI

SVALVOOVTI

SVAL—0.0%0.5%

VOO0.0%—89.0%

VTI0.5%89.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.6%SVAL, at 15.4% volatility

VOOWorst drop−8.9%13.5% vol

VTIWorst drop−8.9%13.7% vol

SVALWorst drop−9.0%15.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVTI

+22.4%Year to date+8.9%

2.2%Yield1.1%

+27.6%Past year+9.9%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026