Compare · 3 funds side by side · dividends reinvested

EQL, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,321EQL · best of the three

02 / 04

EQL, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Equal Sector Weight ETFUnsorted0.19%1.31%+11.4%+14.1%+20.5%+12.9%−6.2%9.7%$799M1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: EQL 2009 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Equal Sector Weight ETF · $799M$18,321

EQL

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 63.7% in common

EQLMeasureIVV

+11.4%Year to dateJan 1 → Nov 5+8.4%

+14.1%1 yearTotal return+9.7%

+20.5%3 years · per year$10,000 became $17,489 · $18,221+22.1%

+12.9%5 years · per year$10,000 became $18,321 · $17,151+11.4%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

1.31%Trailing 12-mo yield$131 · $114 a year on $10k1.14%

−6.2%Worst dropSmaller is better−8.9%

9.7%VolatilityLower is calmer13.6%

EQLIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2EQL wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EQL vs IVV: Top 5 Holdings

Today

EQL

14.5%in top 5

IVV

in top 527.7%

EQLStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.3%GOOGL2.6%

3.9%AMZN3.9%

2.6%XOMnot top 5

1.9%LINnot top 5

1.9%METAnot top 5

Held in common63.7%

End-of-day Nov 5, 2026 · share of each fund

EQL vs IVV Returns, Every Period

ALPSEQL

+12.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

EQLIVVFaded: behind in that period

3–1EQL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: EQL vs IVV

YTD

ALPSEQL

+11.4%

IVViShares

+8.4%

+11.4%Year to date+8.4%

−6.2%Worst drop · 1Y−8.9%

9.7%Volatility · 1Y13.6%

1.3%Yield1.1%

$799MAssets$887B

4–0EQL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EQL, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

EQL0.19%$19

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EQL, IVV, VOO

1.31%highest, EQL

FundTrailing yieldYield$10k

EQL1.31%$131

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$112most kept, EQL

EQL$131 − $19 = $112

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: EQL, IVV, VOO

Today

93.5%most shared, IVV and VOO

EQLIVVVOO

EQL—63.7%61.2%

IVV63.7%—93.5%

VOO61.2%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.1%EQL, at 9.7% volatility

EQLWorst drop−6.2%9.7% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EQLVOO

+11.4%Year to date+8.4%

1.3%Yield1.1%

+14.1%Past year+9.8%

0.19%Fee0.03%

3–1EQL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026