Compare · 2 funds side by side · dividends reinvested

RWL and IVV

RWLInvesco×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,745RWL · best of the two

02 / 04

RWL and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Revenue ETFUS Stock Styles · Large cap0.39%1.20%+17.8%+20.9%+22.0%+13.4%−6.6%10.3%$10.6B1.1

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%$853B1.9

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: RWL 2008 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Revenue ETF · $10.6B$18,745

RWL

IVV

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

$10,000 five years ago, dividends reinvested · they hold 57.6% in common

RWLMeasureIVV

+17.8%Year to dateJan 1 → Nov 6+8.7%

+20.9%1 yearTotal return+9.8%

+22.0%3 years · per year$10,000 became $18,148 · $18,084+21.8%

+13.4%5 years · per year$10,000 became $18,745 · $17,177+11.4%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

1.20%Trailing 12-mo yield$120 · $114 a year on $10k1.14%

−6.6%Worst dropSmaller is better−8.9%

10.3%VolatilityLower is calmer13.6%

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

7–1RWL wins

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

More Ways to See the Pairs

RWL vs IVV: Top 5 Holdings

Today

RWL

15.6%in top 5

IVV

in top 527.8%

RWLStockIVV

2.5%AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.4%WMTnot top 5

4.0%AMZN4.0%

not top 5GOOGL2.6%

2.5%MCKnot top 5

2.2%UNHnot top 5

Held in common57.6%

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

RWL vs IVV Returns, Every Period

InvescoRWL

+13.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

RWLIVVFaded: behind in that period

4–0RWL wins

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

Stocks vs Core: RWL vs IVV

YTD

InvescoRWL

+17.8%

IVViShares

+8.7%

+17.8%Year to date+8.7%

−6.6%Worst drop · 1Y−8.9%

10.3%Volatility · 1Y13.6%

1.2%Yield1.1%

$10.6BAssets$853B

4–0RWL wins

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

Cost, Income and Risk

Fees: RWL, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

RWL0.39%$39

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

Yields: RWL, IVV

1.20%highest, RWL

FundTrailing yieldYield$10k

RWL1.20%$120

IVV1.14%$114

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

RWL$120 − $39 = $81

KeptFee

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

Overlap: RWL, IVV

Today

57.6%most shared, RWL and IVV

RWLIVV

RWL—57.6%

IVV57.6%—

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

Return vs Bumpiness: 2 ETFs

+20.9%RWL, at 10.3% volatility

RWLWorst drop−6.6%10.3% 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

RWLIVV

+17.8%Year to date+8.7%

1.2%Yield1.1%

+20.9%Past year+9.8%

0.39%Fee0.03%

3–1RWL 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%

$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