IVW vs SPHQ

Both IVW and SPHQ are ETFs. IVW has a higher 5-year return than SPHQ (16.88% vs 13.11%). IVW has a higher expense ratio than SPHQ (0.18% vs 0.15%). Below is the comparison between IVW and SPHQ.

IVW SPHQ
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap
Issuer BlackRock Invesco PowerShares
Net Assets $25.3B $1.72B
Expense Ratio 0.18% 0.15%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.62% 1.91%
Underlying Index S&P 500 Growth Index S&P 500 Quality Index
YTD Return 25.68% 11.04%
1-Year Return 30.93% 16.56%
3-Year Return 18.99% 12.76%
5-Year Return 16.88% 13.11%
10-Year Return 16.06% 14.04%

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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SPHQ description

The Fund seeks to track the investment results of the S&P 500 Quality Index. The Fund generally will invest at least 90% of its total assets in securities that comprise the Underlying Index. S&P DJI compiles, maintains and calculates the Underlying Index, which is constructed from the constituents of the S&P 500 Index.

SPHQ performance & returns

YTD Return 11.04%
1-Month Return 1.65%
3-Month Return 4.40%
1-Year Return 16.56%
3-Year Return 12.76%
5-Year Return 13.11%
10-Year Return 14.04%
SPHQ expense ratio is 0.15%.

SPHQ holdings

Top 10 Holdings (44.19% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.13%
NVIDIA Corp NVDA 5.94%
Procter & Gamble Co PG 5.18%
Microsoft Corp MSFT 4.99%
Johnson & Johnson JNJ 4.71%
Visa Inc Class A V 4.66%
Adobe Inc ADBE 3.27%
Merck & Co Inc MRK 3.25%
Intel Corp INTC 3.05%
Cisco Systems Inc CSCO 3.01%

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