IVW vs ITOT

Both IVW and ITOT are ETFs. IVW has a higher 5-year return than ITOT (16.88% vs 13.4%). IVW has a higher expense ratio than ITOT (0.18% vs 0.03%). Below is the comparison between IVW and ITOT.

ITOT IVW
Segment Equity: U.S. - Total Market Equity: U.S. - Large Cap Growth
Issuer BlackRock BlackRock
Net Assets $22.63B $25.3B
Expense Ratio 0.03% 0.18%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.15% 1.62%
Underlying Index S&P Total Market Index S&P 500 Growth Index
YTD Return 13.28% 25.68%
1-Year Return 17.91% 30.93%
3-Year Return 13.30% 18.99%
5-Year Return 13.40% 16.88%
10-Year Return 13.68% 16.06%

IVW description

The Fund seeks investment results corresponding generally to price and yield performance, before fees and expenses, of the S&P 500/BARRA Growth Index. Uses a replication strategy to track the Index. The Index is a subset of the S&P 500 Index and consists of firms with the highest price-to-book ratios in the Index.

IVW performance & returns

YTD Return 25.68%
1-Month Return 1.99%
3-Month Return 4.00%
1-Year Return 30.93%
3-Year Return 18.99%
5-Year Return 16.88%
10-Year Return 16.06%
IVW expense ratio is 0.18%.

IVW holdings

Top 10 Holdings (44.00% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 10.92%
Microsoft Corp MSFT 9.34%
Amazon.com Inc AMZN 7.87%
Facebook Inc A FB 3.69%
Alphabet Inc A GOOGL 2.58%
Alphabet Inc Class C GOOG 2.53%
Visa Inc Class A V 1.98%
NVIDIA Corp NVDA 1.96%
Mastercard Inc A MA 1.75%
Adobe Inc ADBE 1.38%

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ITOT description

The Fund seeks investment results that correspond to the price and yield performance, before fees and expenses, of its Underlying Index. The Fund Advisor uses a "passive" approach to try to achieve this. The Fund will invest at least 90% of its total assets in the securities of its Underlying Index.

ITOT performance & returns

YTD Return 13.28%
1-Month Return 4.46%
3-Month Return 7.00%
1-Year Return 17.91%
3-Year Return 13.30%
5-Year Return 13.40%
10-Year Return 13.68%
ITOT expense ratio is 0.03%.

ITOT holdings

Top 10 Holdings (23.14% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.53%
Microsoft Corp MSFT 4.73%
Amazon.com Inc AMZN 3.98%
Facebook Inc A FB 1.87%
Alphabet Inc A GOOGL 1.31%
Alphabet Inc Class C GOOG 1.28%
Berkshire Hathaway Inc Class B BRK.B 1.25%
Johnson & Johnson JNJ 1.16%
Procter & Gamble Co PG 1.03%
Visa Inc Class A V 1.00%

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