IVV vs SWPPX

IVV is an ETF, whereas SWPPX is a mutual fund. IVV has a lower 5-year return than SWPPX (13.43% vs 13.59%). IVV has a higher expense ratio than SWPPX (0.04% vs 0.02%). Below is the comparison between IVV and SWPPX.

IVV SWPPX
Security Type ETF Mutual fund
Segment Equity: U.S. - Large Cap U.S. Equity: Large Blend
Issuer BlackRock Schwab Funds
Net Assets $175.29B $44.15B
Expense Ratio 0.04% 0.02%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.34% 1.72%
Minimum Investment N/A $1,000.00
YTD Return 11.99% 12.59%
1-Year Return 16.57% 17.19%
3-Year Return 13.41% 13.42%
5-Year Return 13.43% 13.59%
10-Year Return 13.75% 13.97%

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 11.99%
1-Month Return 3.50%
3-Month Return 5.48%
1-Year Return 16.57%
3-Year Return 13.41%
5-Year Return 13.43%
10-Year Return 13.75%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (26.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.01%
Apple Inc AAPL 5.79%
Amazon.com Inc AMZN 4.50%
Facebook Inc A FB 2.13%
Alphabet Inc A GOOGL 1.66%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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SWPPX description

The Fund seeks to track the total return of the S&P 500 Index. The Fund will invest at least 80% of its net assets in these stocks; typically, the actual percentage is considerably higher. The Fund generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does.

SWPPX performance & returns

YTD Return 12.59%
1-Month Return 3.40%
3-Month Return 5.76%
1-Year Return 17.19%
3-Year Return 13.42%
5-Year Return 13.59%
10-Year Return 13.97%
SWPPX expense ratio is 0.02%.

SWPPX holdings

Top 10 Holdings (29.10% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.24%
Microsoft Corp MSFT 5.88%
Amazon.com Inc AMZN 4.97%
Facebook Inc A FB 2.43%
Alphabet Inc A GOOGL 1.68%
Alphabet Inc Class C GOOG 1.64%
Berkshire Hathaway Inc Class B BRK.B 1.46%
Johnson & Johnson JNJ 1.39%
Visa Inc Class A V 1.23%
Procter & Gamble Co PG 1.18%

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