IUSG vs IVW

Both IUSG and IVW are ETFs. IUSG has a lower 5-year return than IVW (11.19% vs 11.78%). IUSG has a lower expense ratio than IVW (0.04% vs 0.18%). Below is the comparison between IUSG and IVW.

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 -2.42% -1.63%
1-Year Return 9.79% 10.72%
3-Year Return 12.79% 13.37%
5-Year Return 11.19% 11.78%
10-Year Return 13.90% 14.32%

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 -2.42%
1-Month Return 5.99%
3-Month Return -9.63%
1-Year Return 9.79%
3-Year Return 12.79%
5-Year Return 11.19%
10-Year Return 13.90%
IUSG expense ratio is 0.04%.

IUSG holdings

Top 10 Holdings (39.03% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 9.41%
Apple Inc AAPL 8.31%
Amazon.com Inc AMZN 6.34%
Facebook Inc A FB 3.14%
Alphabet Inc A GOOGL 2.72%
Alphabet Inc Class C GOOG 2.72%
Visa Inc Class A V 2.16%
Mastercard Inc A MA 1.68%
Netflix Inc NFLX 1.29%
NVIDIA Corp NVDA 1.26%

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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 -1.63%
1-Month Return 5.74%
3-Month Return -9.10%
1-Year Return 10.72%
3-Year Return 13.37%
5-Year Return 11.78%
10-Year Return 14.32%
IVW expense ratio is 0.18%.

IVW holdings

Top 10 Holdings (41.31% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 9.96%
Apple Inc AAPL 8.79%
Amazon.com Inc AMZN 6.72%
Facebook Inc A FB 3.32%
Alphabet Inc A GOOGL 2.88%
Alphabet Inc Class C GOOG 2.88%
Visa Inc Class A V 2.28%
Mastercard Inc A MA 1.78%
Netflix Inc NFLX 1.36%
NVIDIA Corp NVDA 1.34%

Other relevant IVW comparisons

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