Compare · 3 funds side by side · dividends reinvested

XJR, IVV and VOO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

XJR, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.9%+12.1%+21.7%+11.7%−8.9%13.7%$1.00T2.0

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.94%+17.6%+19.2%+16.6%+5.0%−10.2%17.0%$217M2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: XJR 2020 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares ESG Select Screened S&P Small-Cap ETF · $217M$12,775

XJR

IVV

iShares Core S&P 500 ETF · $883B$17,398

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

XJRMeasure

More Ways to See the Pairs

XJR vs IVV: Top 5 Holdings

Today

XJR

3.0%in top 5

IVV

in top 526.9%

XJRStockIVV

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: XJR, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

XJR0.12%$12

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: XJR, IVV, VOO

1Y

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SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IVV

+17.6%Year to dateJan 1 → Nov 12+12.0%

+19.2%1 yearTotal return+12.2%

+16.6%3 years · per year$10,000 became $15,847 · $18,019+21.7%

+5.0%5 years · per year$10,000 became $12,775 · $17,398+11.7%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

0.94%Trailing 12-mo yield$94 · $110 a year on $10k1.10%

−10.2%Worst dropSmaller is better−8.9%

17.0%VolatilityLower is calmer13.7%

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

2–6IVV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.7%VSATnot top 5

0.6%RHPnot top 5

0.6%MTCHnot top 5

0.6%PAYCnot top 5

0.6%TGTXnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

XJR vs IVV Returns, Every Period

5Y

iSharesXJR

+5.0%

5 years, per year

IVViShares

+11.7%

5 years, per year

XJRIVVFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: XJR vs IVV

YTD

iSharesXJR

+17.6%

IVViShares

+12.0%

+17.6%Year to date+12.0%

−10.2%Worst drop · 1Y−8.9%

17.0%Volatility · 1Y13.7%

0.9%Yield1.1%

$217MAssets$883B

3–1IVV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

VOO1.07%$107

XJR0.94%$94

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

VOO$107 − $3 = $104

XJR$94 − $12 = $82

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XJR, IVV, VOO

Today

92.7%most shared, IVV and VOO

XJRIVVVOO

XJR—0.0%0.0%

IVV0.0%—92.7%

VOO0.0%92.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.2%XJR, at 17.0% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

XJRWorst drop−10.2%17.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IVVXJR

+12.0%Year to date+17.6%

1.1%Yield0.9%

+12.2%Past year+19.2%

0.03%Fee0.12%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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XJR, IVV and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three