Compare · 3 funds side by side · dividends reinvested

VOO, SVAL and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

VOO, SVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.3%+32.5%+19.7%+8.1%−9.0%15.5%$158M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: VOO 2010 · SVAL 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $158M$14,772

SVAL

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

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

SVALMeasureVOO

+25.3%Year to dateJan 1 → Nov 9+11.3%

+32.5%1 yearTotal return+13.6%

+19.7%3 years · per year$10,000 became $17,153 · $18,159+22.0%

+8.1%5 years · per year$10,000 became $14,772 · $17,543+11.9%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.20%Trailing 12-mo yield$220 · $107 a year on $10k1.07%

−9.0%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.7%

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

3–5VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SVAL vs VOO: Top 5 Holdings

Today

SVAL

4.1%in top 5

VOO

in top 528.3%

SVALStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%OCFCnot top 5

0.8%PGNYnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SVAL vs VOO Returns, Every Period

iSharesSVAL

+8.1%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

SVALVOOFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SVAL vs VOO

YTD

iSharesSVAL

+25.3%

VOOVanguard

+11.3%

+25.3%Year to date+11.3%

−9.0%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.7%

2.2%Yield1.1%

$158MAssets$1.00T

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, SVAL, VUG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

SVAL0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VOO, SVAL, VUG

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VOO1.07%$107

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

VOO$107 − $3 = $104

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VOO, SVAL, VUG

Today

58.2%most shared, VOO and VUG

VOOSVALVUG

VOO—0.0%58.2%

SVAL0.0%—0.0%

VUG58.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+32.5%SVAL, at 15.5% volatility

VOOWorst drop−8.9%13.7% vol

SVALWorst drop−9.0%15.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVOO

+25.3%Year to date+11.3%

2.2%Yield1.1%

+32.5%Past year+13.6%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026