IVOO vs VTV

AIVOO

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IVOO $13,806

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common0.0%IVOO and VTV

IVOO

VTV

Vanguard S&P Mid-Cap 400 ETF · $3.7BVanguard Morningstar Value ETF · $184B

+16.5%3 years · per year$15,798 · $17,832+21.3%

+6.7%5 years · per year$13,806 · $17,626+12.0%

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

1.23%12-mo yield$123 · $186 on $10k1.86%

−8.8%Worst dropSmaller wins−6.4%

15.5%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVOO · VTV

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk		0.07%	1.23%	−3.9%	+9.5%	+12.8%	+16.5%	+6.7%	−8.8%	$3.7B

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk		0.07%	1.23%	−3.9%	+9.5%	+12.8%	+16.5%	+6.7%	−8.8%	$3.7B

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

Cards for this view

IVOO vs VTV

IVOO

Vanguard S&P Mid-Cap 400

$13,806

VTV

Vanguard Morningstar Value

$17,626

MeasureIVOOVTV

Fee0.07%0.03%

Cost on $10k a year$7$3

Yield1.23%1.86%

5 years, per year+6.7%+12.0%

3 years, per year+16.5%+21.3%

Worst drop · 1Y−8.8%−6.4%

Volatility · 1Y15.5%10.7%

6–0measures won
VTV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVOO, VTV

Today

0.0%most shared, IVOO and VTV

IVOOVTV

IVOO—0.0%

VTV0.0%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IVOO$123 − $7 = $116

KeptFee

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