Compare · 3 funds side by side · dividends reinvested

LEGR, IVV and VOO

LEGRFirst Trust×IVViShares×VOOVanguard×

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

02 / 04

LEGR, IVV and VOO, 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%$850B1.9

First Trust Indxx Innovative Transaction & Process ETFUnsorted0.65%1.86%+10.4%+13.9%+24.0%+10.7%−10.4%15.2%$127M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

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: LEGR 2018 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Innovative Transaction & Process ETF · $127M$16,652

LEGR

IVV

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

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

LEGRMeasureIVV

+10.4%Year to dateJan 1 → Nov 6+8.7%

+13.9%1 yearTotal return+9.8%

+24.0%3 years · per year$10,000 became $19,066 · $18,084+21.8%

+10.7%5 years · per year$10,000 became $16,652 · $17,177+11.4%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

1.86%Trailing 12-mo yield$186 · $114 a year on $10k1.14%

−10.4%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.6%

LEGRIVV 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

LEGR vs IVV: Top 5 Holdings

Today

LEGR

6.8%in top 5

IVV

in top 527.8%

LEGRStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.4%WMTnot top 5

1.4%SPGInot top 5

1.4%HDnot top 5

1.3%HDBnot top 5

1.3%ACNnot top 5

Held in common18.2%

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

LEGR vs IVV Returns, Every Period

First TrustLEGR

+10.7%

5 years, per year

IVViShares

+11.4%

5 years, per year

LEGRIVVFaded: behind in that period

3–1LEGR wins

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

Unsorted vs Core: LEGR vs IVV

YTD

First TrustLEGR

+10.4%

IVViShares

+8.7%

+10.4%Year to date+8.7%

−10.4%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.6%

1.9%Yield1.1%

$127MAssets$850B

2–2level

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

Cost, Income and Risk

Fees: LEGR, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

LEGR0.65%$65

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

Yields: LEGR, IVV, VOO

1.86%highest, LEGR

FundTrailing yieldYield$10k

LEGR1.86%$186

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$121most kept, LEGR

LEGR$186 − $65 = $121

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: LEGR, IVV, VOO

Today

92.2%most shared, IVV and VOO

LEGRIVVVOO

LEGR—18.2%17.2%

IVV18.2%—92.2%

VOO17.2%92.2%—

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

Return vs Bumpiness: 3 ETFs

+13.9%LEGR, at 15.2% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

LEGRWorst drop−10.4%15.2% vol

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

Paid More vs Made More

YTD

LEGRIVV

+10.4%Year to date+8.7%

1.9%Yield1.1%

+13.9%Past year+9.8%

0.65%Fee0.03%

3–1LEGR 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026