Compare · 2 funds side by side · dividends reinvested

RFG and IVV

RFGInvesco×IVViShares×

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 / 04

RFG 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.0

Invesco S&P MidCap 400 Pure Growth ETFUS Stock Styles · Mid cap0.35%0.12%+4.1%+6.0%+13.4%+3.2%−16.8%21.2%$302M2.0

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: RFG 2006 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 Pure Growth ETF · $302M$11,694

RFG

IVV

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

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

RFGMeasureIVV

+4.1%Year to dateJan 1 → Nov 6+8.7%

+6.0%1 yearTotal return+9.8%

+13.4%3 years · per year$10,000 became $14,584 · $18,084+21.8%

+3.2%5 years · per year$10,000 became $11,694 · $17,177+11.4%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.12%Trailing 12-mo yield$12 · $114 a year on $10k1.14%

−16.8%Worst dropSmaller is better−8.9%

21.2%VolatilityLower is calmer13.6%

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

0–8IVV wins

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

More Ways to See the Pairs

RFG vs IVV: Top 5 Holdings

Today

RFG

11.9%in top 5

IVV

in top 527.8%

RFGStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.5%HALOnot top 5

not top 5GOOGL2.6%

2.2%MEDPnot top 5

2.1%FTInot top 5

2.1%FIVEnot top 5

2.0%EXELnot top 5

Held in common0.0%

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

RFG vs IVV Returns, Every Period

InvescoRFG

+3.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

RFGIVVFaded: behind in that period

0–4IVV wins

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

Stocks vs Core: RFG vs IVV

YTD

InvescoRFG

+4.1%

IVViShares

+8.7%

+4.1%Year to date+8.7%

−16.8%Worst drop · 1Y−8.9%

21.2%Volatility · 1Y13.6%

0.1%Yield1.1%

$302MAssets$853B

4–0IVV wins

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

Cost, Income and Risk

Fees: RFG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

RFG0.35%$35

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

Yields: RFG, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

RFG0.12%$12

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

RFG$12 − $35 = −$23

KeptFee

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

Overlap: RFG, IVV

Today

0.0%most shared, RFG and IVV

RFGIVV

RFG—0.0%

IVV0.0%—

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

RFGWorst drop−16.8%21.2% vol

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

Paid More vs Made More

YTD

IVVRFG

+8.7%Year to date+4.1%

1.1%Yield0.1%

+9.8%Past year+6.0%

0.03%Fee0.35%

4–0IVV 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%

$178BAssets$778B

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