IVV vs VIG

Both IVV and VIG are ETFs. IVV has a lower 5-year return than VIG (13.95% vs 14.07%). IVV has a lower expense ratio than VIG (0.04% vs 0.06%). Below is the comparison between IVV and VIG.

IVV VIG
Segment Equity: U.S. - Large Cap Equity: U.S. - Total Market
Issuer BlackRock Vanguard
Net Assets $175.29B $39.98B
Expense Ratio 0.04% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.34% 1.85%
Underlying Index S&P 500 NASDAQ US Dividend Achievers Select Index
YTD Return 14.61% 12.84%
1-Year Return 17.52% 14.90%
3-Year Return 14.00% 14.31%
5-Year Return 13.95% 14.07%
10-Year Return 14.15% 12.99%

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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VIG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The Fund attempts to replicate the Nasdaq US Dividend Achievers Select Index by investing its assets in the stocks that make up the Index.

VIG performance & returns

YTD Return 12.84%
1-Month Return 6.97%
3-Month Return 6.62%
1-Year Return 14.90%
3-Year Return 14.31%
5-Year Return 14.07%
10-Year Return 12.99%
VIG expense ratio is 0.06%.

VIG holdings

Top 10 Holdings (34.71% of Total Assets)

Name Symbol % Assets
Walmart Inc WMT 4.58%
Microsoft Corp MSFT 4.45%
Procter & Gamble Co PG 4.17%
Johnson & Johnson JNJ 3.63%
The Home Depot Inc HD 3.58%
UnitedHealth Group Inc UNH 3.56%
Visa Inc Class A V 3.41%
The Walt Disney Co DIS 2.69%
Comcast Corp Class A CMCSA 2.36%
Abbott Laboratories ABT 2.28%

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