Compare · 3 funds side by side · dividends reinvested

ZDIS, IVV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

ZDIS, IVV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFUS Stock Styles · Growth0.75%0.00%[…][…][…][…][…][…]$60M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: ZDIS 2015 · IVV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $60M[…]

ZDIS

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

ZDISMeasureIVV

[…]Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $114 a year on $10k1.14%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–2IVV wins

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

More Ways to See the Pairs

ZDIS vs IVV: Top 5 Holdings

Today

ZDIS

38.7%in top 5

IVV

in top 527.7%

ZDISStockIVV

9.3%TSLAnot top 5

8.9%SHOPnot top 5

8.6%NVDA7.3%

not top 5AAPL7.7%

6.6%MELInot top 5

not top 5MSFT6.2%

5.2%SNOWnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common13.5%

End-of-day Nov 5, 2026 · share of each fund

ZDIS vs IVV Returns, Every Period

VirtusZDIS

[…]

past year

IVViShares

+9.7%

past year

Returns […]

ZDISIVVFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ZDIS vs IVV

YTD

VirtusZDIS

[…]

IVViShares

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.0%Yield1.1%

$60.4MAssets$850B

1–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZDIS, IVV, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

ZDIS0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ZDIS, IVV, VUG

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VUG0.43%$43

ZDIS0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VUG$43 − $3 = $40

ZDIS$0 − $75 = −$75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ZDIS, IVV, VUG

Today

55.4%most shared, IVV and VUG

ZDISIVVVUG

ZDIS—13.5%17.5%

IVV13.5%—55.4%

VUG17.5%55.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

ZDISWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVUG

+8.4%Year to date+0.5%

1.1%Yield0.4%

+9.7%Past year−0.6%

0.03%Fee0.03%

3–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026