Compare · 3 funds side by side · dividends reinvested

VOO, EVPF and IVV

VOOVanguard×EVPFEaton Vance×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,416VOO · best of the three

02 / 04

VOO, EVPF and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T1.6

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.71%[…][…][…][…][…][…]$58M2.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: VOO 2010 · EVPF 2026 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,414

IVV

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

IVVMeasureEVPF

+10.9%Year to dateJan 1 → Nov 10[…]

+13.0%1 yearTotal return[…]

+21.5%3 years · per year$10,000 became $17,934 · […][…]

+11.7%5 years · per year$10,000 became $17,414 · […][…]

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.11%Trailing 12-mo yield$111 · $371 a year on $10k3.71%

−8.9%Worst dropSmaller is better[…]

13.8%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs EVPF: Top 5 Holdings

Today

IVV

27.3%in top 5

EVPF

in top 55.9%

IVVStockEVPF

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common0.3%

End-of-day Nov 10, 2026 · share of each fund

IVV vs EVPF Returns, Every Period

iSharesIVV

+13.0%

past year

EVPFEaton Vance

[…]

past year

Returns […]

IVVEVPFFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs EVPF

YTD

iSharesIVV

+10.9%

EVPFEaton Vance

[…]

+10.9%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.8%Volatility · 1Y[…]

1.1%Yield3.7%

$875BAssets$58.1M

1–0EVPF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, EVPF, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

EVPF0.20%$20

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

Yields: VOO, EVPF, IVV

3.71%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.71%$371

IVV1.11%$111

VOO1.08%$108

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$351most kept, EVPF

EVPF$371 − $20 = $351

IVV$111 − $3 = $108

VOO$108 − $3 = $105

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VOO, EVPF, IVV

Today

93.0%most shared, VOO and IVV

VOOEVPFIVV

VOO—0.3%93.0%

EVPF0.3%—0.3%

IVV93.0%0.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.1%VOO, at 13.7% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

EVPFWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

EVPFIVV

[…]Year to date+10.9%

3.7%Yield1.1%

[…]Past year+13.0%

0.20%Fee0.03%

1–1level

End-of-day Nov 10, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026