IVV vs SPYG

Both IVV and SPYG are ETFs. IVV has a lower 5-year return than SPYG (13.95% vs 17.43%). IVV and SPYG have the same expense ratio (0.04%). Below is the comparison between IVV and SPYG.

IVV SPYG
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap Growth
Issuer BlackRock State Street Global Advisors
Net Assets $175.29B $7.16B
Expense Ratio 0.04% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.34% 1.44%
Underlying Index S&P 500 S&P 500 Growth Index
YTD Return 14.61% 28.43%
1-Year Return 17.52% 31.53%
3-Year Return 14.00% 19.45%
5-Year Return 13.95% 17.43%
10-Year Return 14.15% 16.43%

IVV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

IVV performance & returns

YTD Return 14.61%
1-Month Return 7.53%
3-Month Return 4.84%
1-Year Return 17.52%
3-Year Return 14.00%
5-Year Return 13.95%
10-Year Return 14.15%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (27.91% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.44%
Microsoft Corp MSFT 5.64%
Amazon.com Inc AMZN 4.76%
Facebook Inc A FB 2.33%
Alphabet Inc A GOOGL 1.79%
Alphabet Inc Class C GOOG 1.75%
Berkshire Hathaway Inc Class B BRK.B 1.47%
Johnson & Johnson JNJ 1.33%
Procter & Gamble Co PG 1.26%
NVIDIA Corp NVDA 1.14%

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SPYG description

The Fund seeks investment results that correspond to the total return performance of the S&P 500 Growth Index. The Index tracks the performance of the large-capitalization growth segment of US equity market which exhibit the strongest growth characteristics based on sales growth, earnings change to price and momentum.

SPYG performance & returns

YTD Return 28.43%
1-Month Return 5.17%
3-Month Return 2.19%
1-Year Return 31.53%
3-Year Return 19.45%
5-Year Return 17.43%
10-Year Return 16.43%
SPYG expense ratio is 0.04%.

SPYG holdings

Top 10 Holdings (43.95% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 10.60%
Microsoft Corp MSFT 9.28%
Amazon.com Inc AMZN 7.83%
Facebook Inc A FB 3.83%
Alphabet Inc A GOOGL 2.94%
Alphabet Inc Class C GOOG 2.88%
NVIDIA Corp NVDA 1.87%
Visa Inc Class A V 1.86%
Mastercard Inc A MA 1.54%
PayPal Holdings Inc PYPL 1.32%

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