Compare · 2 funds side by side · dividends reinvested

LRGF and IVV

LRGFiShares×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,963LRGF · best of the two

02 / 04

LRGF and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.11%+8.4%+8.9%+22.4%+12.4%−8.7%13.6%$3.7B1.4

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%$887B1.6

Rank among the two1st → 2ndFee, 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: LRGF 2015 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.7B$17,963

LRGF

IVV

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

$10,000 five years ago, dividends reinvested · they hold 67.8% in common

LRGFMeasureIVV

+8.4%Year to dateJan 1 → Nov 5+8.4%

+8.9%1 yearTotal return+9.7%

+22.4%3 years · per year$10,000 became $18,356 · $18,221+22.1%

+12.4%5 years · per year$10,000 became $17,963 · $17,151+11.4%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.11%Trailing 12-mo yield$111 · $114 a year on $10k1.14%

−8.7%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

LRGF vs IVV: Top 5 Holdings

Today

LRGF

26.2%in top 5

IVV

in top 527.7%

LRGFStockIVV

7.2%AAPL7.7%

6.8%NVDA7.3%

5.7%MSFT6.2%

3.3%AMZN3.9%

3.3%GOOGnot top 5

not top 5GOOGL2.6%

Held in common67.8%

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

LRGF vs IVV Returns, Every Period

iSharesLRGF

+12.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

LRGFIVVFaded: behind in that period

2–1LRGF wins

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

Stocks vs Core: LRGF vs IVV

YTD

iSharesLRGF

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

−8.7%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

1.1%Yield1.1%

$3.7BAssets$887B

1–0LRGF wins

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

Cost, Income and Risk

Fees: LRGF, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

LRGF0.08%$8

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

Yields: LRGF, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

LRGF1.11%$111

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

LRGF$111 − $8 = $103

KeptFee

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

Overlap: LRGF, IVV

Today

67.8%most shared, LRGF and IVV

LRGFIVV

LRGF—67.8%

IVV67.8%—

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

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

LRGFWorst drop−8.7%13.6% 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

IVVLRGF

+8.4%Year to date+8.4%

1.1%Yield1.1%

+9.7%Past year+8.9%

0.03%Fee0.08%

2–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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