IVOV vs VOO

AIVOV

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.61%IVOV · $161 on $10k

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

Held in common0.0%IVOV and VOO

IVOV

VOO

Vanguard S&P Mid-Cap 400 Value ETF · $1.2BVanguard S&P 500 ETF · $1.00T

+16.8%3 years · per year$15,953 · $18,159+22.0%

+8.0%5 years · per year$14,725 · $17,543+11.9%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

1.61%12-mo yield$161 · $107 on $10k1.07%

−10.6%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins13.7%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVOV · VOO

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

Held in common0.0%

End-of-day Nov 9, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AIVOV	Vanguard S&P Mid-Cap 400 Value ETFRead Desk	0.10%	1.61%	+2.8%	+13.3%	+18.4%	+16.8%	+8.0%	−10.6%	$1.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AIVOV	Vanguard S&P Mid-Cap 400 Value ETFRead Desk	0.10%	1.61%	+2.8%	+13.3%	+18.4%	+16.8%	+8.0%	−10.6%	$1.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVOV vs VOO

IVOV

Vanguard S&P Mid-Cap 400 Value

$14,725

VOO

Vanguard S&P 500

$17,543

MeasureIVOVVOO

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield1.61%1.07%

5 years, per year+8.0%+11.9%

3 years, per year+16.8%+22.0%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y14.4%13.7%

5–1measures won
VOO first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVOV, VOO, IVV

Today

92.7%most shared, VOO and IVV

IVOVVOOIVV

IVOV—0.0%0.0%

VOO0.0%—92.7%

IVV0.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$151most kept, IVOV

IVOV$161 − $10 = $151

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee