Compare · 2 funds side by side · dividends reinvested

VLU and IVV

VLUSPDR×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,711VLU · best of the two

02 / 04

VLU and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 1500 Value Tilt ETFUS Stock Styles · Value0.12%1.64%+16.7%+20.4%+22.0%+12.1%−6.3%10.8%$776M1.1

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%$853B1.9

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: VLU 2012 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

VLU

State Street SPDR S&P 1500 Value Tilt ETF · $776M$17,711

$10,000 five years ago, dividends reinvested · they hold 60.1% in common

IVVMeasureVLU

+8.7%Year to dateJan 1 → Nov 6+16.7%

+9.8%1 yearTotal return+20.4%

+21.8%3 years · per year$10,000 became $18,084 · $18,179+22.0%

+11.4%5 years · per year$10,000 became $17,177 · $17,711+12.1%

0.03%Expense ratio$3 · $12 a year on $10k · lower is better0.12%

1.14%Trailing 12-mo yield$114 · $164 a year on $10k1.64%

−8.9%Worst dropSmaller is better−6.3%

13.6%VolatilityLower is calmer10.8%

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

1–7VLU wins

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

More Ways to See the Pairs

IVV vs VLU: Top 5 Holdings

Today

IVV

27.8%in top 5

VLU

in top 512.6%

IVVStockVLU

7.9%AAPL2.2%

6.9%NVDAnot top 5

6.3%MSFT3.2%

4.0%AMZN2.8%

not top 5BRK-B2.9%

2.6%GOOGLnot top 5

not top 5JPM1.5%

Held in common60.1%

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

IVV vs VLU Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

VLUSPDR

+12.1%

5 years, per year

IVVVLUFaded: behind in that period

0–4VLU wins

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

Core vs Stocks: IVV vs VLU

YTD

iSharesIVV

+8.7%

VLUSPDR

+16.7%

+8.7%Year to date+16.7%

−8.9%Worst drop · 1Y−6.3%

13.6%Volatility · 1Y10.8%

1.1%Yield1.6%

$853BAssets$776M

4–0VLU wins

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

Cost, Income and Risk

Fees: VLU, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VLU0.12%$12

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

Yields: VLU, IVV

1.64%highest, VLU

FundTrailing yieldYield$10k

VLU1.64%$164

IVV1.14%$114

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

Income After Fees on $10,000

$152most kept, VLU

VLU$164 − $12 = $152

IVV$114 − $3 = $111

KeptFee

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

Overlap: VLU, IVV

Today

60.1%most shared, VLU and IVV

VLUIVV

VLU—60.1%

IVV60.1%—

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

Return vs Bumpiness: 2 ETFs

+20.4%VLU, at 10.8% volatility

VLUWorst drop−6.3%10.8% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

VLUIVV

+16.7%Year to date+8.7%

1.6%Yield1.1%

+20.4%Past year+9.8%

0.12%Fee0.03%

3–1VLU 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%

$178BAssets$778B

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