Compare · 2 funds side by side · dividends reinvested

USMC and IVV

USMCPrincipal×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,961USMC · best of the two

02 / 04

USMC 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.1

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.77%+6.3%+6.0%+21.0%+12.4%−10.0%13.7%$4.7B1.9

Rank among the two1st → 2ndFee, 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: USMC 2017 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Mega-Cap ETF · $4.7B$17,961

USMC

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 49.7% in common

USMCMeasureIVV

+6.3%Year to dateJan 1 → Nov 6+8.7%

+6.0%1 yearTotal return+9.8%

+21.0%3 years · per year$10,000 became $17,711 · $18,084+21.8%

+12.4%5 years · per year$10,000 became $17,961 · $17,177+11.4%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

0.77%Trailing 12-mo yield$77 · $114 a year on $10k1.14%

−10.0%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

1–7IVV wins

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

More Ways to See the Pairs

USMC vs IVV: Top 5 Holdings

Today

USMC

32.5%in top 5

IVV

in top 527.8%

USMCStockIVV

8.0%AAPL7.9%

7.0%NVDA6.9%

6.3%MSFT6.3%

5.6%MAnot top 5

5.6%COSTnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common49.7%

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

USMC vs IVV Returns, Every Period

PrincipalUSMC

+12.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

USMCIVVFaded: behind in that period

1–3IVV wins

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

Stocks vs Core: USMC vs IVV

YTD

PrincipalUSMC

+6.3%

IVViShares

+8.7%

+6.3%Year to date+8.7%

−10.0%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

0.8%Yield1.1%

$4.7BAssets$853B

4–0IVV wins

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

Cost, Income and Risk

Fees: USMC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

USMC0.12%$12

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

Yields: USMC, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

USMC0.77%$77

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

USMC$77 − $12 = $65

KeptFee

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

Overlap: USMC, IVV

Today

49.7%most shared, USMC and IVV

USMCIVV

USMC—49.7%

IVV49.7%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

USMCWorst drop−10.0%13.7% vol

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

Paid More vs Made More

YTD

IVVUSMC

+8.7%Year to date+6.3%

1.1%Yield0.8%

+9.8%Past year+6.0%

0.03%Fee0.12%

4–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026