Compare · 2 funds side by side · dividends reinvested

LRND and IVV

LRNDNY Life Investments×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

LRND and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.0

NYLI U.S. Large Cap R&D Leaders ETFLow-Cost Core · US large cap0.14%0.35%+4.7%+5.0%+21.3%[…]−13.4%18.8%$401M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: LRND 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

NYLI U.S. Large Cap R&D Leaders ETF · $401M[…]

LRND

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 42.1% in common

LRNDMeasureIVV

+4.7%Year to dateJan 1 → Nov 5+8.4%

+5.0%1 yearTotal return+9.7%

+21.3%3 years · per year$10,000 became $17,837 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.14%Expense ratio$14 · $3 a year on $10k · lower is better0.03%

0.35%Trailing 12-mo yield$35 · $114 a year on $10k1.14%

−13.4%Worst dropSmaller is better−8.9%

18.8%VolatilityLower is calmer13.6%

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

0–7IVV wins

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

More Ways to See the Pairs

LRND vs IVV: Top 5 Holdings

Today

LRND

50.9%in top 5

IVV

in top 527.7%

LRNDStockIVV

15.9%NVDA7.3%

11.2%GOOGL2.6%

10.4%AAPL7.7%

8.5%MSFT6.2%

5.0%AMZN3.9%

Held in common42.1%

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

LRND vs IVV Returns, Every Period

NY Life InvestmentsLRND

+5.0%

past year

IVViShares

+9.7%

past year

LRNDIVVFaded: behind in that period

0–3IVV wins

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

LRND vs IVV

YTD

NY Life InvestmentsLRND

+4.7%

IVViShares

+8.4%

+4.7%Year to date+8.4%

−13.4%Worst drop · 1Y−8.9%

18.8%Volatility · 1Y13.6%

0.4%Yield1.1%

$401MAssets$850B

4–0IVV wins

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

Cost, Income and Risk

Fees: LRND, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

LRND0.14%$14

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

Yields: LRND, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

LRND0.35%$35

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

LRND$35 − $14 = $21

KeptFee

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

Overlap: LRND, IVV

Today

42.1%most shared, LRND and IVV

LRNDIVV

LRND—42.1%

IVV42.1%—

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

IVVWorst drop−8.9%13.6% vol

LRNDWorst drop−13.4%18.8% vol

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

Paid More vs Made More

YTD

IVVLRND

+8.4%Year to date+4.7%

1.1%Yield0.4%

+9.7%Past year+5.0%

0.03%Fee0.14%

4–0IVV 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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026