Compare · 3 funds side by side · dividends reinvested

VOO, IWN 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, IWN and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.6

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.49%+21.9%+25.4%+22.1%+8.0%−8.5%15.6%$14.1B2.0

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%$1.00T2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: VOO 2010 · IWN 2000 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$18,115

VOO

IWN

iShares Russell 2000 Value ETF · $14.1B$14,665

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

VOOMeasureIWN

+13.4%Year to dateJan 1 → Nov 4+21.9%

+13.5%1 yearTotal return+25.4%

+24.2%3 years · per year$10,000 became $19,172 · $18,224+22.1%

+12.6%5 years · per year$10,000 became $18,115 · $14,665+8.0%

0.03%Expense ratio$3 · $24 a year on $10k · lower is better0.24%

1.05%Trailing 12-mo yield$105 · $149 a year on $10k1.49%

−8.9%Worst dropSmaller is better−8.5%

12.8%VolatilityLower is calmer15.6%

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

4–4Level

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 IWN: Top 5 Holdings

Today

VOO

28.3%in top 5

IWN

in top 53.0%

VOOStockIWN

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5VSAT0.6%

not top 5JXN0.6%

not top 5UMBF0.6%

not top 5CTRE0.6%

not top 5SM0.6%

Held in common0.0%

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

VOO vs IWN Returns, Every Period

VanguardVOO

+12.6%

5 years, per year

IWNiShares

+8.0%

5 years, per year

VOOIWNFaded: behind in that period

2–2Level

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

Core vs Stocks: VOO vs IWN

YTD

VanguardVOO

+13.4%

IWNiShares

+21.9%

+13.4%Year to date+21.9%

−8.9%Worst drop · 1Y−8.5%

12.8%Volatility · 1Y15.6%

1.1%Yield1.5%

$1.00TAssets$14.1B

3–1IWN wins

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

Cost, Income and Risk

Fees: VOO, IWN, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

IWN0.24%$24

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

Yields: VOO, IWN, IVV

1.49%highest, IWN

FundTrailing yieldYield$10k

IWN1.49%$149

IVV1.09%$109

VOO1.05%$105

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

Income After Fees on $10,000

$125most kept, IWN

IWN$149 − $24 = $125

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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

Overlap: VOO, IWN, IVV

Today

94.5%most shared, VOO and IVV

VOOIWNIVV

VOO—0.0%94.5%

IWN0.0%—0.0%

IVV94.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+25.4%IWN, at 15.6% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

IWNWorst drop−8.5%15.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWNIVV

+21.9%Year to date+13.4%

1.5%Yield1.1%

+25.4%Past year+13.5%

0.24%Fee0.03%

3–1IWN 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