VTV vs IVV

Both VTV and IVV are ETFs. VTV has a lower 5-year return than IVV (9.37% vs 13.43%). VTV and IVV have the same expense ratio (0.04%). Below is the comparison between VTV and IVV.

IVV VTV
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap Value
Issuer BlackRock Vanguard
Net Assets $175.29B $44.94B
Expense Ratio 0.04% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.34% 3.07%
Underlying Index S&P 500 CRSP US Large Cap Value Index
YTD Return 11.99% -2.76%
1-Year Return 16.57% 0.85%
3-Year Return 13.41% 6.69%
5-Year Return 13.43% 9.37%
10-Year Return 13.75% 11.28%

VTV description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VTV performance & returns

YTD Return -2.76%
1-Month Return 6.29%
3-Month Return 8.56%
1-Year Return 0.85%
3-Year Return 6.69%
5-Year Return 9.37%
10-Year Return 11.28%
VTV expense ratio is 0.04%.

VTV holdings

Top 10 Holdings (22.65% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.25%
Johnson & Johnson JNJ 3.12%
Procter & Gamble Co PG 2.75%
UnitedHealth Group Inc UNH 2.36%
JPMorgan Chase & Co JPM 2.33%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.78%
Intel Corp INTC 1.75%
Comcast Corp Class A CMCSA 1.68%
Merck & Co Inc MRK 1.67%

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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 11.99%
1-Month Return 3.50%
3-Month Return 5.48%
1-Year Return 16.57%
3-Year Return 13.41%
5-Year Return 13.43%
10-Year Return 13.75%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (26.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.01%
Apple Inc AAPL 5.79%
Amazon.com Inc AMZN 4.50%
Facebook Inc A FB 2.13%
Alphabet Inc A GOOGL 1.66%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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