IVV vs SVAL5YIVVIVVAvsBSVALSVALiShares Core S&P 500 ETF · $879BiShares US Small Cap Value Factor ETF · $163MReturns · dividends in+21.7%3 years · per year$18,019 · $17,116+19.6%+11.7%5 years · per year$17,398 · $14,574+7.8%Cost and income0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%1.10%12-mo yield$110 · $220 on $10k
Overlap: SPYM, SVAL, IVVToday99.9%most shared, SPYM and IVVSPYMSVALIVVSPYM—0.0%99.9%SVAL0.0%—0.0%IVV99.9%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IVV vs SVAL5YAIVViShares Core S&P 500$17,398vsSVALBiShares US Small Cap Value Factor$14,574$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2AIVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$879.1B3BSVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%−0.7%+25.0%+29.4%+19.6%+7.8%−9.0%$163MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2AIVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$879.1B3BSVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%−0.7%+25.0%+29.4%+19.6%+7.8%−9.0%$163MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
VOO vs IVVYTDVanguardVOOVA+11.9%vsBiSIVViShares+12.0%Jan 1Nov 12+11.9%+12.0%+11.9%Year to date+12.0%1.1%Yield1.1%$1.00TAssets$879B1–0IVV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: SPYM, SVAL, IVVToday99.9%most shared, SPYM and IVVSPYMSVALIVVSPYM—0.0%99.9%SVAL0.0%—0.0%IVV99.9%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$200most kept, SVALSVAL$220 − $20 = $200IVV$110 − $3 = $107SPYM$102 − $2 = $100KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee