IVE Desk | ETF Tracker

VOO vs IVE

YTD

VOOVanguardIVEiShares

Year to date

+11.5%

+13.7%

IVE wins+2.1 pts

Past year

+11.9%

+16.0%

IVE wins+4.1 pts

Fee

0.03%

0.18%

VOO winslower fee

Yield

1.1%

1.5%

IVE wins+0.4 pts

AUM

$1.00T

$50.6B

VOO19.7× more

3–1IVE wins

VOO and IVE · year-to-date · as of Nov 4, 2026 · AUM not scored

IVE vs S&P 500

5Y$238.33 · −0.6% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg + Add a fund

Return1D1M3MYTD1Y3Y5Y ▼MAX

Total return−0.6%+3.4%+1.7%+13.7%+16.0%+70.3%+70.5%+399.4%

Peer average+0.2%−2.1%−2.0%+11.6%+12.4%+90.5%+76.3%—

S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%

iShares IVE and Vanguard VOO · total return, dividends in · as of Nov 4, 2026

All 36 S&P 500 ETFs

#
1	VOO	S&P 500Read Desk	0.03%	1.1%	+11.5%	+77.5%	$1.00T
2	IVV	Core S&P 500Read Desk	0.03%	1.1%	+11.6%	+77.5%	$872B
3	SPY	State Street SPDR S&P 500Read Desk	0.09%	1.0%	+11.5%	+76.9%	$798B
4	SPYM	State Street SPDR Portfolio S&P 500Read Desk	0.02%	1.0%	+11.5%	+77.5%	$185B
5	RSP	S&P 500 Equal WeightRead Desk	0.20%	1.5%	+15.8%	+50.3%	$101B
6	IVW	S&P 500 GrowthRead Desk	0.18%	0.4%	+9.4%	+75.9%	$74.4B
7	SPYG	State Street SPDR Portfolio S&P 500 GrowthRead Desk	0.04%	0.5%	+9.6%	+77.2%	$53.3B
8	IVE	S&P 500 ValueRead Desk	0.18%	1.5%	+13.7%	+70.5%	$50.6B
9	SPYV	State Street SPDR Portfolio S&P 500 ValueRead Desk	0.04%	1.7%	+13.8%	+71.7%	$39.0B
10	VOOG	S&P 500 GrowthRead Desk	0.07%	0.5%	+9.6%	+76.7%	$27.8B
11	SPMO	S&P 500 MomentumRead Desk	0.13%	0.8%	+12.3%	+119.7%	$20.8B
12	SPHQ	S&P 500 QualityRead Desk	0.20%	1.0%	+12.0%	+72.6%	$18.6B
13	XLG	S&P 500 Top 50Read Desk	0.20%	0.6%	+3.8%	+82.6%	$11.4B
14	VOOV	S&P 500 ValueRead Desk	0.07%	1.6%	+13.8%	+71.3%	$6.6B
15	SNPE	Xtrackers S&P 500 Scored & ScreenedRead Desk	0.10%	1.0%	+10.8%	+80.2%	$2.8B
16	SPYX	State Street SPDR S&P 500 Fossil Fuel Reserves FreeRead Desk	0.20%	0.9%	+10.6%	+74.1%	$2.8B

1–16 of 36

S&P 500 · current AUM · as of Nov 4, 2026

IVE’s Peers

YTDS&P 500 · 6 largest

#
1	VOO	Vanguard S&P 500 ETFRead Versus	0.03%	1.1%	+0.3%	+11.5%	+11.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Versus	0.03%	1.1%	+0.3%	+11.6%	+11.9%	$872B
3	SPY	State Street SPDR S&P 500 ETFRead Versus	0.09%	1.0%	+0.3%	+11.5%	+11.8%	$798B
4	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Versus	0.02%	1.0%	+0.3%	+11.5%	+11.9%	$185B
5	RSP	Invesco S&P 500 Equal Weight ETFRead Versus	0.20%	1.5%	−0.3%	+15.8%	+18.5%	$101B
6	IVE	iShares S&P 500 Value ETFThis fund	0.18%	1.5%	−0.6%	+13.7%	+16.0%	$50.6B

#8 of 31 this year · #28 cheapest of 36 · sorted by assetsOpen the Low-Cost Core table →

IVE and its peer group · total return · as of Nov 4, 2026

Cards for This View

IVE’s Top 10 Holdings

Today

24.3%of IVE sits in these 10

1AAPLApple8.25%

2AMZNAmazon3.64%

3XOMExxonmobil2.52%

4WMTWalmart1.81%

5CVXChevron1.53%

6COSTCostco Wholesale1.47%

7TSLATesla1.40%

8PGProcter & Gamble1.23%

9MRKMerck &1.21%

10UNHUnitedhealth Group1.20%

iShares IVE · weight in the fund · as of Nov 3, 2026

IVE’s Holdings

Today

AAPLApple8.2%AMZN3.6%XOM2.5%WMT1.8%CVX1.5%COST1.5%TSLA1.4%PG1.2%MRK1.2%UNH1.2%HD1.1%INTC1.1%BAC1.1%V1.0%JPM0.9%ABBV0.9%TXN0.9%JNJ0.9%TMO0.8%WFC0.8%LIN0.8%KO0.7%

AAPLApple8.2%AMZN3.6%XOM2.5%WMT1.8%CVX1.5%COST1.5%TSLA1.4%PG1.2%MRK1.2%UNH1.2%HD1.1%INTC

TechnologyHealthcareFinancial ServicesConsumer CyclicalConsumer DefensiveEnergyOther

iShares IVE · 434 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026

VOO vs IVE

YTD

VOOVanguardIVEiShares

Year to date

+11.5%

+13.7%

IVE wins+2.1 pts

Past year

+11.9%

+16.0%

IVE wins+4.1 pts

Fee

0.03%

0.18%

VOO winslower fee

Yield

1.1%

1.5%

IVE wins+0.4 pts

AUM

$1.00T

$50.6B

VOO19.7× more

3–1IVE wins

VOO and IVE · year-to-date · as of Nov 4, 2026 · AUM not scored

IVE vs Peer Average

YTD

IVEAvsBPeer average

1D−0.6%+0.2%

1M+3.4%−2.1%

3M+1.7%−2.0%

YTD+13.7%+11.6%

1Y+16.0%+12.4%

3Y+70.3%+90.5%

5Y+70.5%+76.3%

4–3IVE wins

35 S&P 500 peers · each row scaled to its leader