Compare · 2 funds side by side · dividends reinvested

IVV and PLGI

IVViShares×PLGIPL×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 03

IVV and PLGI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.0

PL Growth and Income ETFIncome · Covered calls1.25%0.51%−1.4%[…][…][…][…][…]$60M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · PLGI 2025

Head to Head

Swap sides Versus in desk

Head to Head

PL Growth and Income ETF · $60M[…]

PLGI

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 53.9% in common

PLGIMeasureIVV

−1.4%Year to dateJan 1 → Nov 6+8.7%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

1.25%Expense ratio$125 · $3 a year on $10k · lower is better0.03%

0.51%Trailing 12-mo yield$51 · $114 a year on $10k1.14%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–3IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PLGI vs IVV: Top 5 Holdings

Today

PLGI

24.3%in top 5

IVV

in top 527.8%

PLGIStockIVV

4.8%AAPL7.9%

5.8%NVDA6.9%

3.5%MSFT6.3%

5.4%GOOGL2.6%

4.8%AMZN4.0%

Held in common53.9%

End-of-day Nov 6, 2026 · share of each fund

PLGI vs IVV Returns, Every Period

PLPLGI

[…]

past year

IVViShares

+9.8%

past year

PLGIIVVFaded: behind in that period

0–1IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: PLGI vs IVV

YTD

PLPLGI

−1.4%

IVViShares

+8.7%

−1.4%Year to date+8.7%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.5%Yield1.1%

$60.4MAssets$850B

2–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, PLGI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PLGI1.25%$125

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, PLGI

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

PLGI0.51%$51

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

PLGI$51 − $125 = −$74

KeptFee

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

Overlap: IVV, PLGI

Today

53.9%most shared, IVV and PLGI

IVVPLGI

IVV—53.9%

PLGI53.9%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

PLGIWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVPLGI

+8.7%Year to date−1.4%

1.1%Yield0.5%

+9.8%Past year[…]

0.03%Fee1.25%

3–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026