Compare · 3 funds side by side · dividends reinvested

XES, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,716XES · best of the three

02 / 04

XES, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.9

State Street SPDR S&P Oil & Gas Equipment & Services ETFSectors · Energy0.35%1.25%+18.3%+21.4%+4.5%+12.1%−29.8%32.6%$316M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: XES 2006 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Oil & Gas Equipment & Services ETF · $316M$17,716

XES

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

XESMeasureVOO

+18.3%Year to dateJan 1 → Nov 6+8.7%

+21.4%1 yearTotal return+9.8%

+4.5%3 years · per year$10,000 became $11,416 · $18,079+21.8%

+12.1%5 years · per year$10,000 became $17,716 · $17,177+11.4%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

1.25%Trailing 12-mo yield$125 · $110 a year on $10k1.10%

−29.8%Worst dropSmaller is better−8.9%

32.6%VolatilityLower is calmer13.5%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XES vs VOO: Top 5 Holdings

Today

XES

20.8%in top 5

VOO

in top 528.3%

XESStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.3%VALnot top 5

4.2%RIGnot top 5

4.1%WFRDnot top 5

4.1%NEnot top 5

4.1%SLBnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

XES vs VOO Returns, Every Period

SPDRXES

+12.1%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

XESVOOFaded: behind in that period

3–1XES wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: XES vs IVV

YTD

SPDRXES

+18.3%

IVViShares

+8.7%

+18.3%Year to date+8.7%

−29.8%Worst drop · 1Y−8.9%

32.6%Volatility · 1Y13.6%

1.2%Yield1.1%

$316MAssets$853B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XES, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

XES0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XES, VOO, IVV

1.25%highest, XES

FundTrailing yieldYield$10k

XES1.25%$125

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

XES$125 − $35 = $90

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XES, VOO, IVV

Today

92.2%most shared, VOO and IVV

XESVOOIVV

XES—0.2%0.2%

VOO0.2%—92.2%

IVV0.2%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.4%XES, at 32.6% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

XESWorst drop−29.8%32.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XESIVV

+18.3%Year to date+8.7%

1.2%Yield1.1%

+21.4%Past year+9.8%

0.35%Fee0.03%

3–1XES wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026