Compare · 3 funds side by side · dividends reinvested

VOO, DFEN and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$28,738DFEN · best of the three

02 / 04

VOO, DFEN 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%$853B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

Direxion Daily Aerospace & Defense Bull 3X SharesLeveraged · 3x0.96%12.34%−28.6%−25.7%+51.0%+23.5%−55.5%71.7%$254M2.3

Rank among the three1st → 3rdFee, 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: VOO 2010 · DFEN 2017 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,177

VOO

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares · $254M$28,738

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

VOOMeasureDFEN

+8.7%Year to dateJan 1 → Nov 6−28.6%

+9.8%1 yearTotal return−25.7%

+21.8%3 years · per year$10,000 became $18,079 · $34,403+51.0%

+11.4%5 years · per year$10,000 became $17,177 · $28,738+23.5%

0.03%Expense ratio$3 · $96 a year on $10k · lower is better0.96%

1.10%Trailing 12-mo yield$110 · $1,234 a year on $10k12.34%

−8.9%Worst dropSmaller is better−55.5%

13.5%VolatilityLower is calmer71.7%

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

5–3VOO wins

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

More Ways to See the Pairs

VOO vs DFEN: Top 5 Holdings

Today

VOO

28.3%in top 5

DFEN

in top 511.9%

VOOStockDFEN

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

not top 5GE4.6%

3.7%AMZNnot top 5

not top 5RTX3.6%

3.1%GOOGLnot top 5

not top 5BA1.5%

not top 5LMT1.1%

not top 5TDG1.1%

Held in common1.9%

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

VOO vs DFEN Returns, Every Period

VanguardVOO

+11.4%

5 years, per year

DFENDirexion

+23.5%

5 years, per year

VOODFENFaded: behind in that period

2–2Level

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

Core vs Leveraged: VOO vs DFEN

YTD

VanguardVOO

+8.7%

DFENDirexion

−28.6%

+8.7%Year to date−28.6%

−8.9%Worst drop · 1Y−55.5%

13.5%Volatility · 1Y71.7%

1.1%Yield12.3%

$1.00TAssets$254M

3–1VOO wins

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

Cost, Income and Risk

Fees: VOO, DFEN, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

DFEN0.96%$96

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

Yields: VOO, DFEN, IVV

12.34%highest, DFEN

FundTrailing yieldYield$10k

DFEN12.34%$1,234

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$1,138most kept, DFEN

DFEN$1,234 − $96 = $1,138

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: VOO, DFEN, IVV

Today

92.2%most shared, VOO and IVV

VOODFENIVV

VOO—1.9%92.2%

DFEN1.9%—2.0%

IVV92.2%2.0%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

DFENWorst drop−55.5%71.7% vol

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

Paid More vs Made More

YTD

DFENIVV

−28.6%Year to date+8.7%

12.3%Yield1.1%

−25.7%Past year+9.8%

0.96%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026