IVV vs VTV

AIVV

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common43.4%IVV and VTV

IVV

VTV

iShares Core S&P 500 ETF · $887BVanguard Morningstar Value ETF · $184B

+22.1%3 years · per year$18,221 · $17,832+21.3%

+11.4%5 years · per year$17,151 · $17,626+12.0%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.14%12-mo yield$114 · $186 on $10k1.86%

−8.9%Worst dropSmaller wins−6.4%

13.6%VolatilityLower wins10.7%

1–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · VTV

1.6%BRK-B2.9%

1.4%JPM3.3%

1.4%MU4.6%

1.0%XOM2.6%

Held in common43.4%

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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

IVV vs VTV

IVV

iShares Core S&P 500

$17,152

VTV

Vanguard Morningstar Value

$17,626

MeasureIVVVTV

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.14%1.86%

5 years, per year+11.4%+12.0%

3 years, per year+22.1%+21.3%

Worst drop · 1Y−8.9%−6.4%

Volatility · 1Y13.6%10.7%

4–1measures won
VTV first

43.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, VTV

Today

43.4%most shared, IVV and VTV

IVVVTV

IVV—43.4%

VTV43.4%—

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

IVV$114 − $3 = $111

KeptFee

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