Compare · 2 funds side by side · dividends reinvested

VLUE and VOO

VLUEiShares×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,140VLUE · best of the two

02 / 04

VLUE and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Value Factor ETFUS Stock Styles · Value0.15%1.61%+42.7%+50.5%+34.0%+16.2%−9.0%20.6%$9.4B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: VLUE 2013 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Value Factor ETF · $9.4B$21,140

VLUE

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

VLUEMeasureVOO

+42.7%Year to dateJan 1 → Nov 4+11.5%

+50.5%1 yearTotal return+11.9%

+34.0%3 years · per year$10,000 became $24,054 · $19,094+24.1%

+16.2%5 years · per year$10,000 became $21,140 · $17,749+12.2%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.61%Trailing 12-mo yield$161 · $107 a year on $10k1.07%

−9.0%Worst dropSmaller is better−8.9%

20.6%VolatilityLower is calmer12.7%

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

5–3VLUE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VLUE vs VOO: Top 5 Holdings

Today

VLUE

33.4%in top 5

VOO

in top 528.3%

VLUEStockVOO

20.2%MUnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.2%CSCOnot top 5

3.9%GMnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.8%VZnot top 5

2.3%Tnot top 5

Held in common12.7%

End-of-day Nov 4, 2026 · share of each fund

VLUE vs VOO Returns, Every Period

iSharesVLUE

+16.2%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

VLUEVOOFaded: behind in that period

4–0VLUE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: VLUE vs VOO

YTD

iSharesVLUE

+42.7%

VOOVanguard

+11.5%

+42.7%Year to date+11.5%

−9.0%Worst drop · 1Y−8.9%

20.6%Volatility · 1Y12.7%

1.6%Yield1.1%

$9.4BAssets$1.00T

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VLUE, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VLUE0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VLUE, VOO

1.61%highest, VLUE

FundTrailing yieldYield$10k

VLUE1.61%$161

VOO1.07%$107

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VLUE

VLUE$161 − $15 = $146

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VLUE, VOO

Today

12.7%most shared, VLUE and VOO

VLUEVOO

VLUE—12.7%

VOO12.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+50.5%VLUE, at 20.6% volatility

VOOWorst drop−8.9%12.7% vol

VLUEWorst drop−9.0%20.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VLUEVOO

+42.7%Year to date+11.5%

1.6%Yield1.1%

+50.5%Past year+11.9%

0.15%Fee0.03%

3–1VLUE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026