IVV vs REGS

IVV vs REGS

Which is better, IVV or REGS?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 51.9%.

Lower Fees: IVVHigher Returns (1Y): IVVLess Concentrated: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIVVREGS
Expense Ratio0.03%Best0.35%
AUM$876.4B-
Dividend Yield1.06%0.00%
Holdings50862
YTD Return+12.27%+13.40%Best
1Y Return+17.04%-
3Y Return (annualized)+21.24%-
5Y Return (annualized)+13.08%-
Top 10 Weight37.8%Best51.9%
Fund FamilyiShares by BlackRock (US)Columbia Threadneedle Investments
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Mar 16, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs REGS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs REGS Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Columbia Large Cap Growth ETF (REGS) is an ETF from Columbia Threadneedle Investments. Year to date, IVV is up 12.27% versus a gain of 13.40% for REGS.

Past performance does not guarantee future results.

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 1.06% against 0.00% for REGS.

Holdings Overlap

IVV already in REGS45.5%
REGS already in IVV83.4%

45.5% of IVV's money is in holdings REGS also owns. 83.4% of REGS's money is in holdings IVV also owns.

Most of REGS is already inside IVV. Owning both mostly buys the same companies twice.

40 positions in common, counted across the 490 positions we hold weights for in IVV and 60 in REGS, against full books of 508 and 62.

What only one of them owns

Our book lists 18 positions for REGS that do not appear in our book for IVV (14.3% of the fund), and 442 for IVV that do not appear in REGS (53.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in REGSDifference
NVDANvidia Corp8.07%12.12%4.05%
AAPLApple, Inc7.02%8.77%1.75%
MSFTMicrosoft Corp5.69%5.39%0.30%
AVGOBroadcom Inc2.65%6.33%3.68%
GOOGAlphabet Inc2.39%5.22%2.83%
AMZNAmazon.Com Inc3.84%2.24%1.60%
METAMeta Platforms Inc1.90%4.07%2.17%
GOOGLAlphabet Inc,class A3.00%1.83%1.17%
LLYEli Lilly & Co.1.38%3.42%2.04%
AMDAdvanced Micro Devices Inc1.16%2.46%1.30%

83.4% of REGS is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVREGS

Free for up to 10 holdings. No account needed.

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, by $32 a year on a $10,000 investment.

What is the holdings overlap between IVV and REGS?

83.4% of REGS's money is in holdings IVV also owns. 83.4% of REGS's is in holdings IVV also owns. They hold 40 positions in common, counted across the 490 positions we hold weights for in IVV and 60 in REGS.

Which pays a higher dividend, IVV or REGS?

IVV yields 1.06% while REGS yields 0.00%, so IVV currently pays the higher dividend yield.

Is REGS better than IVV?

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 51.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.