XJR vs IVV5YXJRXJRAvsBIVVIVViShares ESG Select Screened S&P Small-Cap ETF · $217MiShares Core S&P 500 ETF · $883BReturns · dividends in+16.8%3 years · per year$15,932 · $18,122+21.9%+5.3%5 years · per year$12,927 · $17,530+11.9%Cost and income0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%0.92%12-mo yield$92 · $110 on $10k1.10%Risk · 1 yearEnd-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B2AXJRiShares ESG Select Screened S&P Small-Cap ETFReadDesk0.12%0.92%+0.6%+19.2%+21.2%+16.8%+5.3%−10.2%$217MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B2AXJRiShares ESG Select Screened S&P Small-Cap ETFReadDesk0.12%0.92%+0.6%+19.2%+21.2%+16.8%+5.3%−10.2%$217MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: XJR, IVVToday0.0%most shared, XJR and IVVXJRIVVXJR—0.0%IVV0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
XJR vs IVV5YAXJRiShares ESG Select Screened S&P Small-Cap$12,927vsIVVBiShares Core S&P 500$17,530$10k$15kNov 2021Nov 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
VOO vs IVVYTDVanguardVOOVA+12.3%vsBiSIVViShares+12.3%Jan 1Nov 11+12.3%+12.3%+12.3%Year to date+12.3%1.1%Yield1.1%$1.00TAssets$883B0–0levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
Overlap: XJR, IVVToday0.0%most shared, XJR and IVVXJRIVVXJR—0.0%IVV0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$107most kept, IVVIVV$110 − $3 = $107XJR$92 − $12 = $80KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee