IVOO vs VO

AIVOO

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IVOO $14,589

Lowest cost0.03%VO · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%IVOO and VO

IVOO

Vanguard S&P Mid-Cap 400 ETF · $3.7BVanguard Morningstar Mid-Cap ETF · $103B

+18.3%3 years · per year$16,576 · $17,578+20.7%

+7.8%5 years · per year$14,589 · $14,290+7.4%

0.07%Expense ratio$7 · $3 on $10k · lower wins0.03%

1.19%12-mo yield$119 · $134 on $10k1.34%

−8.8%Worst dropSmaller wins−8.2%

15.0%VolatilityLower wins12.4%

1–5VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVOO · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk	0.07%	1.19%	+0.7%	+13.9%	+16.4%	+18.3%	+7.8%	−8.8%	$3.7B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk	0.07%	1.19%	+0.7%	+13.9%	+16.4%	+18.3%	+7.8%	−8.8%	$3.7B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVOO vs VO

IVOO

Vanguard S&P Mid-Cap 400

$14,589

Vanguard Morningstar Mid-Cap

$14,290

MeasureIVOOVO

Fee0.07%0.03%

Cost on $10k a year$7$3

Yield1.19%1.34%

5 years, per year+7.8%+7.4%

3 years, per year+18.3%+20.7%

Worst drop · 1Y−8.8%−8.2%

Volatility · 1Y15.0%12.4%

5–1measures won
VO first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVOO, VO, VTV

Today

28.5%most shared, VO and VTV

IVOOVOVTV

IVOO—0.0%0.0%

VO0.0%—28.5%

VTV0.0%28.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

VO$134 − $3 = $131

IVOO$119 − $7 = $112

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee