Compare · 3 funds side by side · dividends reinvested

VMBS, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

VMBS, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.5

Vanguard Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.03%4.32%+0.2%+1.1%+6.6%+0.5%−5.1%4.7%$15.5B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.1

Rank among the three1st → 3rdFee, 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: VMBS 2009 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Mortgage-Backed Securities ETF · $15.5B$10,229

VMBS

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested

VMBSMeasureVOO

+0.2%Year to dateJan 1 → Nov 4+13.4%

+1.1%1 yearTotal return+13.5%

+6.6%3 years · per year$10,000 became $12,129 · $19,172+24.2%

+0.5%5 years · per year$10,000 became $10,229 · $18,115+12.6%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

4.32%Trailing 12-mo yield$432 · $105 a year on $10k1.05%

−5.1%Worst dropSmaller is better−8.9%

4.7%VolatilityLower is calmer12.8%

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

3–4VOO wins

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

More Ways to See the Pairs

VMBS vs VOO: Top 5 Holdings

Today

VMBS

[…]in top 5

VOO

in top 528.3%

VMBSStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

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

VMBS vs VOO Returns, Every Period

VanguardVMBS

+0.5%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

VMBSVOOFaded: behind in that period

0–4VOO wins

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

Bonds vs Core: VMBS vs IVV

YTD

VanguardVMBS

+0.2%

IVViShares

+13.4%

+0.2%Year to date+13.4%

−5.1%Worst drop · 1Y−8.9%

4.7%Volatility · 1Y12.9%

4.3%Yield1.1%

$15.5BAssets$872B

3–1VMBS wins

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

Cost, Income and Risk

Fees: VMBS, VOO, IVV

Today

0.03%lowest, VMBS

FundExpense ratioFee$10k

VMBS0.03%$3

VOO0.03%$3

IVV0.03%$3

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

Yields: VMBS, VOO, IVV

4.32%highest, VMBS

FundTrailing yieldYield$10k

VMBS4.32%$432

IVV1.09%$109

VOO1.05%$105

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

Income After Fees on $10,000

$429most kept, VMBS

VMBS$432 − $3 = $429

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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

Overlap: VMBS, VOO, IVV

Today

94.5%most shared, VOO and IVV

VMBSVOOIVV

VMBS—[…][…]

VOO[…]—94.5%

IVV[…]94.5%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

VMBSWorst drop−5.1%4.7% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

VMBSIVV

+0.2%Year to date+13.4%

4.3%Yield1.1%

+1.1%Past year+13.5%

0.03%Fee0.03%

2–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026