IVE vs VTI5YIVEIVEAvsBVTIVTIiShares S&P 500 Value ETF · $51.7BVanguard Morningstar Total Stock Market ETF · $689BReturns · dividends in+17.5%3 years · per year$16,231 · $17,911+21.4%+11.6%5 years · per year$17,296 · $16,542+10.6%Cost and income0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%1.49%
Overlap: IVE, VTI, SPYToday86.3%most shared, VTI and SPYIVEVTISPYIVE—51.9%61.1%VTI51.9%—86.3%SPY61.1%86.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IVE vs VTI5YAIVEiShares S&P 500 Value$17,296vsVTIBVanguard Morningstar Total Stock Market$16,543$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$805.7B2AIVEiShares S&P 500 Value ETFReadDesk0.18%1.49%−0.4%+15.3%+16.3%+17.5%+11.6%−6.2%$51.7B3BVTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+12.1%+12.2%+21.4%+10.6%−8.9%$689.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$805.7B2AIVEiShares S&P 500 Value ETFReadDesk0.18%1.49%−0.4%+15.3%+16.3%+17.5%+11.6%−6.2%$51.7B3BVTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+12.1%+12.2%+21.4%+10.6%−8.9%$689.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 13+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 13, 2026
VTI vs ITOTYTDVanguardVTIVA+12.1%vsBiSITOTiShares+11.9%Jan 1Nov 13+12.1%+11.9%+12.1%Year to date+11.9%1.1%Yield1.0%$689BAssets$96.0B2–0VTI winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: IVE, VTI, SPYToday86.3%most shared, VTI and SPYIVEVTISPYIVE—51.9%61.1%VTI51.9%—86.3%SPY61.1%86.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$131most kept, IVEIVE$149 − $18 = $131VTI$106 − $3 = $103SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee