Compare · 3 funds side by side · dividends reinvested

VOO, IVE 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

VOO, IVE and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.48%+16.1%+18.6%+19.7%+12.0%−6.2%9.7%$50.6B1.8

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%$872B1.8

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%$1.00T2.4

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: VOO 2010 · IVE 2000 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$18,115

VOO

IVE

iShares S&P 500 Value ETF · $50.6B$17,659

$10,000 five years ago, dividends reinvested · they hold 57.5% in common

VOOMeasureIVE

+13.4%Year to dateJan 1 → Nov 4+16.1%

+13.5%1 yearTotal return+18.6%

+24.2%3 years · per year$10,000 became $19,172 · $17,148+19.7%

+12.6%5 years · per year$10,000 became $18,115 · $17,659+12.0%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.05%Trailing 12-mo yield$105 · $148 a year on $10k1.48%

−8.9%Worst dropSmaller is better−6.2%

12.8%VolatilityLower is calmer9.7%

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

3–5IVE wins

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

More Ways to See the Pairs

VOO vs IVE: Top 5 Holdings

Today

VOO

28.3%in top 5

IVE

in top 517.5%

VOOStockIVE

8.4%NVDAnot top 5

7.4%AAPL8.0%

5.8%MSFTnot top 5

3.7%AMZN3.8%

3.1%GOOGLnot top 5

not top 5XOM2.4%

not top 5WMT1.8%

not top 5COST1.5%

Held in common57.5%

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

VOO vs IVE Returns, Every Period

VanguardVOO

+12.6%

5 years, per year

IVEiShares

+12.0%

5 years, per year

VOOIVEFaded: behind in that period

2–2Level

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

VOO vs IVE

YTD

VanguardVOO

+13.4%

IVEiShares

+16.1%

+13.4%Year to date+16.1%

−8.9%Worst drop · 1Y−6.2%

12.8%Volatility · 1Y9.7%

1.1%Yield1.5%

$1.00TAssets$50.6B

4–0IVE wins

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

Cost, Income and Risk

Fees: VOO, IVE, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

IVE0.18%$18

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

Yields: VOO, IVE, IVV

1.48%highest, IVE

FundTrailing yieldYield$10k

IVE1.48%$148

IVV1.09%$109

VOO1.05%$105

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

Income After Fees on $10,000

$130most kept, IVE

IVE$148 − $18 = $130

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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

Overlap: VOO, IVE, IVV

Today

94.5%most shared, VOO and IVV

VOOIVEIVV

VOO—57.5%94.5%

IVE57.5%—60.3%

IVV94.5%60.3%—

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

Return vs Bumpiness: 3 ETFs

+18.6%IVE, at 9.7% volatility

IVEWorst drop−6.2%9.7% 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

IVEIVV

+16.1%Year to date+13.4%

1.5%Yield1.1%

+18.6%Past year+13.5%

0.18%Fee0.03%

3–1IVE 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