Compare · 3 funds side by side · dividends reinvested

VUG, IVV and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

VUG, IVV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

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%$887B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.6

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: VUG 2004 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$17,153

VUG

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested · they hold 55.4% in common

VUGMeasureIVV

+6.3%Year to dateJan 1 → Nov 4+13.4%

+3.4%1 yearTotal return+13.5%

+25.4%3 years · per year$10,000 became $19,712 · $19,178+24.2%

+11.4%5 years · per year$10,000 became $17,153 · $18,118+12.6%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

0.40%Trailing 12-mo yield$40 · $109 a year on $10k1.09%

−16.1%Worst dropSmaller is better−8.9%

18.2%VolatilityLower is calmer12.9%

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

1–6IVV wins

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

More Ways to See the Pairs

VUG vs IVV: Top 5 Holdings

Today

VUG

45.2%in top 5

IVV

in top 527.3%

VUGStockIVV

13.5%NVDA7.7%

12.5%AAPL7.4%

9.7%MSFT5.9%

5.2%GOOGL2.5%

4.3%AVGOnot top 5

not top 5AMZN3.8%

Held in common55.4%

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

VUG vs IVV Returns, Every Period

VanguardVUG

+11.4%

5 years, per year

IVViShares

+12.6%

5 years, per year

VUGIVVFaded: behind in that period

1–3IVV wins

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

Stocks vs Core: VUG vs IVV

YTD

VanguardVUG

+6.3%

IVViShares

+13.4%

+6.3%Year to date+13.4%

−16.1%Worst drop · 1Y−8.9%

18.2%Volatility · 1Y12.9%

0.4%Yield1.1%

$233BAssets$887B

4–0IVV wins

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

Cost, Income and Risk

Fees: VUG, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

IVV0.03%$3

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

Yields: VUG, IVV, SPYM

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SPYM1.01%$101

VUG0.40%$40

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

VUG$40 − $3 = $37

KeptFee

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

Overlap: VUG, IVV, SPYM

Today

99.8%most shared, IVV and SPYM

VUGIVVSPYM

VUG—55.4%55.4%

IVV55.4%—99.8%

SPYM55.4%99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

SPYMWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

IVVSPYM

+13.4%Year to date+13.4%

1.1%Yield1.0%

+13.5%Past year+13.5%

0.03%Fee0.02%

1–1level

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026