IVW vs VUG

Both IVW and VUG are ETFs. IVW has a lower 5-year return than VUG (16.88% vs 18.02%). IVW has a higher expense ratio than VUG (0.18% vs 0.04%). Below is the comparison between IVW and VUG.

IVW VUG
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap Growth
Issuer BlackRock Vanguard
Net Assets $25.3B $48.63B
Expense Ratio 0.18% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.62% 0.94%
Underlying Index S&P 500 Growth Index CRSP US Large Cap Growth Index
YTD Return 25.68% 31.13%
1-Year Return 30.93% 36.71%
3-Year Return 18.99% 21.18%
5-Year Return 16.88% 18.02%
10-Year Return 16.06% 16.41%

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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VUG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

VUG performance & returns

YTD Return 31.13%
1-Month Return 1.61%
3-Month Return 4.20%
1-Year Return 36.71%
3-Year Return 21.18%
5-Year Return 18.02%
10-Year Return 16.41%
VUG expense ratio is 0.04%.

VUG holdings

Top 10 Holdings (45.34% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 10.83%
Microsoft Corp MSFT 9.67%
Amazon.com Inc AMZN 8.14%
Facebook Inc A FB 3.82%
Alphabet Inc A GOOGL 2.67%
Alphabet Inc Class C GOOG 2.53%
Visa Inc Class A V 1.98%
Tesla Inc TSLA 1.94%
NVIDIA Corp NVDA 1.93%
Mastercard Inc A MA 1.83%

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