Compare · 3 funds side by side · dividends reinvested

VO, IVOO and VTV

VOVanguard×IVOOVanguard×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,842VTV · best of the three

02 / 04

VO, IVOO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+25.0%+22.7%+12.3%−6.4%10.1%$184B1.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B2.1

Vanguard S&P Mid-Cap 400 ETFUS Stock Styles · Mid cap0.07%1.19%+13.1%+15.5%+18.4%+7.4%−8.8%14.9%$3.7B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: VO 2004 · IVOO 2010 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

IVOO

Vanguard S&P Mid-Cap 400 ETF · $3.7B$14,263

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

VOMeasureIVOO

+13.8%Year to dateJan 1 → Nov 3+13.1%

+13.9%1 yearTotal return+15.5%

+20.5%3 years · per year$10,000 became $17,496 · $16,608+18.4%

+6.9%5 years · per year$10,000 became $13,977 · $14,263+7.4%

0.03%Expense ratio$3 · $7 a year on $10k · lower is better0.07%

1.35%Trailing 12-mo yield$135 · $119 a year on $10k1.19%

−8.2%Worst dropSmaller is better−8.8%

12.4%VolatilityLower is calmer14.9%

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

6–2VO wins

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

More Ways to See the Pairs

VO vs IVOO: Top 5 Holdings

Today

5.3%in top 5

IVOO

in top 54.6%

VOStockIVOO

not top 5TWLO1.3%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

not top 5OKTA1.0%

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5FTI0.8%

not top 5NVT0.8%

not top 5ATI0.8%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

VO vs IVOO Returns, Every Period

VanguardVO

+6.9%

5 years, per year

IVOOVanguard

+7.4%

5 years, per year

VOIVOOFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VO vs VTV

YTD

VanguardVO

+13.8%

VTVVanguard

+21.0%

+13.8%Year to date+21.0%

−8.2%Worst drop · 1Y−6.4%

12.4%Volatility · 1Y10.1%

1.3%Yield1.8%

$103BAssets$184B

4–0VTV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, IVOO, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

IVOO0.07%$7

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VO, IVOO, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VO1.35%$135

IVOO1.19%$119

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

IVOO$119 − $7 = $112

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VO, IVOO, VTV

Today

28.5%most shared, VO and VTV

VOIVOOVTV

VO—0.0%28.5%

IVOO0.0%—0.0%

VTV28.5%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.0%VTV, at 10.1% volatility

VTVWorst drop−6.4%10.1% vol

VOWorst drop−8.2%12.4% vol

IVOOWorst drop−8.8%14.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVO

+21.0%Year to date+13.8%

1.8%Yield1.3%

+25.0%Past year+13.9%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 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 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026