IVW vs SPYG

Both IVW and SPYG are ETFs. IVW has a lower 5-year return than SPYG (16.88% vs 16.98%). IVW has a higher expense ratio than SPYG (0.18% vs 0.04%). Below is the comparison between IVW and SPYG.

IVW SPYG
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap Growth
Issuer BlackRock State Street Global Advisors
Net Assets $25.3B $7.16B
Expense Ratio 0.18% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.62% 1.44%
Underlying Index S&P 500 Growth Index S&P 500 Growth Index
YTD Return 25.68% 25.93%
1-Year Return 30.93% 31.07%
3-Year Return 18.99% 19.14%
5-Year Return 16.88% 16.98%
10-Year Return 16.06% 16.20%

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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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 25.93%
1-Month Return 1.91%
3-Month Return 3.97%
1-Year Return 31.07%
3-Year Return 19.14%
5-Year Return 16.98%
10-Year Return 16.20%
SPYG expense ratio is 0.04%.

SPYG holdings

Top 10 Holdings (44.04% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 10.93%
Microsoft Corp MSFT 9.35%
Amazon.com Inc AMZN 7.87%
Facebook Inc A FB 3.70%
Alphabet Inc A GOOGL 2.59%
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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