IVW vs IUSG

Both IVW and IUSG are ETFs. IVW has a higher 5-year return than IUSG (17.62% vs 17.34%). IVW has a higher expense ratio than IUSG (0.18% vs 0.04%). Below is the comparison between IVW and IUSG.

IUSG IVW
Segment Equity: U.S. - Total Market Growth Equity: U.S. - Large Cap Growth
Issuer BlackRock BlackRock
Net Assets $7.95B $25.3B
Expense Ratio 0.04% 0.18%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.68% 1.62%
Underlying Index S&P 900 Growth Index S&P 500 Growth Index
YTD Return 23.66% 24.73%
1-Year Return 33.03% 34.26%
3-Year Return 18.84% 19.45%
5-Year Return 17.34% 17.62%
10-Year Return 15.89% 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%

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IUSG description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 3000 Growth Index. Uses a replication strategy. The Index measures the performance of those component firms with higher price-to-book ratios and higher forecasted growth.

IUSG performance & returns

YTD Return 23.66%
1-Month Return 3.98%
3-Month Return 11.09%
1-Year Return 33.03%
3-Year Return 18.84%
5-Year Return 17.34%
10-Year Return 15.89%
IUSG expense ratio is 0.04%.

IUSG holdings

Top 10 Holdings (40.94% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 9.57%
Apple Inc AAPL 9.22%
Amazon.com Inc AMZN 7.17%
Facebook Inc A FB 3.39%
Alphabet Inc A GOOGL 2.64%
Alphabet Inc Class C GOOG 2.56%
Visa Inc Class A V 2.02%
Mastercard Inc A MA 1.62%
NVIDIA Corp NVDA 1.45%
Adobe Inc ADBE 1.30%

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