IVV vs SVAL

AIVV

BSVAL

Measures won5–1IVV wins · of 6 · 3Y

$10,000 · 3Y$17,931IVV · SVAL $17,339

Lowest cost0.03%IVV · $3 on $10k

Most income2.20%SVAL · $220 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%IVV and SVAL

iShares Core S&P 500 ETF · $879BiShares US Small Cap Value Factor ETF · $163M

+21.5%3 years · per year$17,931 · $17,339+20.1%

+11.5%5 years · per year$17,265 · $14,289+7.4%

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

1.11%12-mo yield$111 · $220 on $10k2.20%

End-of-day Nov 13, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

3Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$879.1B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.20%	+0.1%	+25.1%	+29.4%	+20.1%	+7.4%	−9.0%	$163M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

3Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$879.1B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.20%	+0.1%	+25.1%	+29.4%	+20.1%	+7.4%	−9.0%	$163M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV

iShares Core S&P 500

$17,931

SVAL

iShares US Small Cap Value Factor

$17,339

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