Compare · 3 funds side by side · dividends reinvested

IVV, REGL and SPY

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

02 / 04

IVV, REGL and SPY, 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%$853B1.8

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.16%+11.2%+14.7%+14.9%+8.0%−9.7%12.9%$1.7B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.3

Rank among the three1st → 3rdFee, 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 · REGL 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.7B$14,697

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureREGL

+8.7%Year to dateJan 1 → Nov 6+11.2%

+9.8%1 yearTotal return+14.7%

+21.8%3 years · per year$10,000 became $18,084 · $15,181+14.9%

+11.4%5 years · per year$10,000 became $17,177 · $14,697+8.0%

0.03%Expense ratio$3 · $40 a year on $10k · lower is better0.40%

1.14%Trailing 12-mo yield$114 · $216 a year on $10k2.16%

−8.9%Worst dropSmaller is better−9.7%

13.6%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

IVV vs REGL: Top 5 Holdings

Today

IVV

27.8%in top 5

REGL

in top 58.8%

IVVStockREGL

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5THO1.8%

not top 5CHDN1.8%

not top 5PII1.8%

not top 5LAD1.7%

not top 5CUBE1.7%

Held in common0.0%

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

IVV vs REGL Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

REGLProShares

+8.0%

5 years, per year

IVVREGLFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs REGL

YTD

iSharesIVV

+8.7%

REGLProShares

+11.2%

+8.7%Year to date+11.2%

−8.9%Worst drop · 1Y−9.7%

13.6%Volatility · 1Y12.9%

1.1%Yield2.2%

$853BAssets$1.7B

3–1REGL wins

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

Cost, Income and Risk

Fees: IVV, REGL, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

REGL0.40%$40

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

Yields: IVV, REGL, SPY

2.16%highest, REGL

FundTrailing yieldYield$10k

REGL2.16%$216

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$176most kept, REGL

REGL$216 − $40 = $176

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, REGL, SPY

Today

99.9%most shared, IVV and SPY

IVVREGLSPY

IVV—0.0%99.9%

REGL0.0%—0.0%

SPY99.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+14.7%REGL, at 12.9% volatility

REGLWorst drop−9.7%12.9% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

REGLIVV

+11.2%Year to date+8.7%

2.2%Yield1.1%

+14.7%Past year+9.8%

0.40%Fee0.03%

3–1REGL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$853B

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