Compare · 3 funds side by side · dividends reinvested

VOO, IDEF and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

VOO, IDEF and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.6

iShares Defense Industrials ActThematic · Defense & space0.55%0.38%−8.9%−11.2%[…][…]−23.7%24.0%$3.4B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: VOO 2010 · IDEF 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,156

VOO

IDEF

iShares Defense Industrials Act · $3.4B[…]

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

VOOMeasureIDEF

+8.4%Year to dateJan 1 → Nov 5−8.9%

+9.8%1 yearTotal return−11.2%

+22.1%3 years · per year$10,000 became $18,224 · […][…]

+11.4%5 years · per year$10,000 became $17,156 · […][…]

0.03%Expense ratio$3 · $55 a year on $10k · lower is better0.55%

1.10%Trailing 12-mo yield$110 · $38 a year on $10k0.38%

−8.9%Worst dropSmaller is better−23.7%

13.5%VolatilityLower is calmer24.0%

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

6–0VOO wins

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

More Ways to See the Pairs

VOO vs IDEF: Top 5 Holdings

Today

VOO

28.3%in top 5

IDEF

in top 524.5%

VOOStockIDEF

8.4%NVDAnot top 5

7.4%AAPLnot top 5

not top 5RTX7.4%

5.8%MSFTnot top 5

not top 5LMT5.2%

not top 5GD4.4%

not top 5NOC3.8%

not top 5HO.PA3.8%

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common7.7%

End-of-day Nov 5, 2026 · share of each fund

VOO vs IDEF Returns, Every Period

VanguardVOO

+9.8%

past year

IDEFiShares

−11.2%

past year

VOOIDEFFaded: behind in that period

2–0VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

−8.9%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.6%

1.1%Yield1.1%

$1.00TAssets$850B

1–0VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, IDEF, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

IDEF0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VOO, IDEF, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

IDEF0.38%$38

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

IDEF$38 − $55 = −$17

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VOO, IDEF, IVV

Today

93.5%most shared, VOO and IVV

VOOIDEFIVV

VOO—7.7%93.5%

IDEF7.7%—7.6%

IVV93.5%7.6%—

End-of-day Nov 5, 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

IDEFWorst drop−23.7%24.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+8.4%Year to date+8.4%

1.1%Yield1.1%

+9.7%Past year+9.8%

0.03%Fee0.03%

1–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026