IVV vs VUG

AIVV

BVUG

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VUG $16,124

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common54.8%IVV and VUG

IVV

VUG

iShares Core S&P 500 ETF · $850BVanguard Morningstar Growth ETF · $233B

+21.8%3 years · per year$18,084 · $18,415+22.6%

+11.4%5 years · per year$17,177 · $16,124+10.0%

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

1.14%12-mo yield$114 · $42 on $10k0.42%

−8.9%Worst dropSmaller wins−15.1%

13.6%VolatilityLower wins19.0%

4–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · VUG

7.9%AAPL12.5%

6.9%NVDA13.5%

6.3%MSFT9.7%

4.0%AMZN4.3%

Held in common54.8%

End-of-day Nov 6, 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs VUG

IVV

iShares Core S&P 500

$17,177

VUG

Vanguard Morningstar Growth

$16,124

MeasureIVVVUG

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.14%0.42%

5 years, per year+11.4%+10.0%

3 years, per year+21.8%+22.6%

Worst drop · 1Y−8.9%−15.1%

Volatility · 1Y13.6%19.0%

4–1measures won
IVV first

54.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, VUG, IWF

Today

78.0%most shared, VUG and IWF

IVVVUGIWF

IVV—54.8%55.7%

VUG54.8%—78.0%

IWF55.7%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee