Compare · 3 funds side by side · dividends reinvested

SVAL, VUG and IVV

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398IVV · best of the three

Story of the three · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the three · RiskSmallest drop

SVAL, VUG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.5

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$163M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−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 12, 2026 · returns include dividends · since: SVAL 2020 · VUG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $163M$14,574

SVAL

IVV

iShares Core S&P 500 ETF · $879B$17,398

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

SVALMeasure

More Ways to See the Pairs

SVAL vs IVV: Top 5 Holdings

Today

SVAL

4.2%in top 5

IVV

in top 526.8%

SVALStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: SVAL, VUG, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

SVAL0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SVAL, VUG, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

IVV

+25.0%Year to dateJan 1 → Nov 12+12.0%

+29.4%1 yearTotal return+12.2%

+19.6%3 years · per year$10,000 became $17,116 · $18,019+21.7%

+7.8%5 years · per year$10,000 became $14,574 · $17,398+11.7%

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

2.20%Trailing 12-mo yield$220 · $110 a year on $10k1.10%

−9.0%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.7%

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

3–5IVV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SVAL vs IVV Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

IVViShares

+11.7%

5 years, per year

SVALIVVFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SVAL vs IVV

YTD

iSharesSVAL

+25.0%

IVViShares

+12.0%

+25.0%Year to date+12.0%

−9.0%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.7%

2.2%Yield1.1%

$163MAssets$879B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

IVV1.10%$110

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

IVV$110 − $3 = $107

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SVAL, VUG, IVV

Today

55.2%most shared, VUG and IVV

SVALVUGIVV

SVAL—0.0%0.0%

VUG0.0%—55.2%

IVV0.0%55.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

IVVWorst drop−8.9%13.7% vol

SVALWorst drop−9.0%15.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIVV

+25.0%Year to date+12.0%

2.2%Yield1.1%

+29.4%Past year+12.2%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

Loading…

SVAL, VUG and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three