IVW vs IVV

Both IVW and IVV are ETFs. IVW has a higher 5-year return than IVV (17.62% vs 13.59%). IVW has a higher expense ratio than IVV (0.18% vs 0.04%). Below is the comparison between IVW and IVV.

IVV IVW
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap Growth
Issuer BlackRock BlackRock
Net Assets $175.29B $25.3B
Expense Ratio 0.04% 0.18%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.34% 1.62%
Underlying Index S&P 500 S&P 500 Growth Index
YTD Return 9.42% 24.73%
1-Year Return 18.62% 34.26%
3-Year Return 12.97% 19.45%
5-Year Return 13.59% 17.62%
10-Year Return 13.73% 16.24%

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 24.73%
1-Month Return 3.98%
3-Month Return 11.21%
1-Year Return 34.26%
3-Year Return 19.45%
5-Year Return 17.62%
10-Year Return 16.24%
IVW expense ratio is 0.18%.

IVW holdings

Top 10 Holdings (43.28% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 10.12%
Apple Inc AAPL 9.74%
Amazon.com Inc AMZN 7.58%
Facebook Inc A FB 3.58%
Alphabet Inc A GOOGL 2.79%
Alphabet Inc Class C GOOG 2.71%
Visa Inc Class A V 2.14%
Mastercard Inc A MA 1.71%
NVIDIA Corp NVDA 1.53%
Adobe Inc ADBE 1.38%

Other relevant IVW comparisons

You may also want to check out the following IVW comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

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 9.42%
1-Month Return 2.90%
3-Month Return 8.70%
1-Year Return 18.62%
3-Year Return 12.97%
5-Year Return 13.59%
10-Year Return 13.73%
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%

Other relevant IVV comparisons

You may also want to check out the following IVV comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

Follow Us