IVV vs REGS

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVREGSWinner
Expense Ratio0.03%0.35%
AUM$865.2B-
Dividend Yield1.09%0.00%
Holdings50862
YTD Return+14.50%+17.07%
1Y Return+22.02%-
3Y Return (annualized)+21.80%-
5Y Return (annualized)+13.37%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-8.3%
Fund FamilyiShares by BlackRock (US)Columbia Threadneedle Investments
CategoryEquityEquity
InceptionMay 15, 2000Mar 16, 2026

IVV vs REGS Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Columbia Large Cap Growth ETF (REGS) is a ETF from Columbia Threadneedle Investments. Year to date, IVV is up 14.50% versus a gain of 17.07% for REGS.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -8.3% for REGS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while REGS charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for REGS.

Holdings Overlap

41.5%overlap

IVV and REGS share 41 holdings out of 524 unique holdings combined, representing a 41.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in REGSDifference
NVDA7.76%11.35%3.59%
AAPL7.44%9.42%1.98%
AVGO2.83%6.80%3.97%
MSFTProProPro
GOOGProProPro
METAProProPro
AMZNProProPro
LLYProProPro
GOOGLProProPro
AMDProProPro
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Frequently Asked Questions

Which is cheaper, IVV or REGS?

IVV has an expense ratio of 0.03% while REGS charges 0.35%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

What is the holdings overlap between IVV and REGS?

IVV and REGS share 41 common holdings with a 41.5% weight overlap. Combined, they hold 524 unique securities.

Which pays a higher dividend, IVV or REGS?

IVV yields 1.09% while REGS yields 0.00%, so IVV currently pays the higher dividend yield.

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