IVV vs IVW

Both IVV and IVW are ETFs. IVV has a lower 5-year return than IVW (8.33% vs 11.78%). IVV has a lower expense ratio than IVW (0.04% vs 0.18%). Below is the comparison between IVV and IVW.

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 -10.61% -1.63%
1-Year Return 2.44% 10.72%
3-Year Return 8.13% 13.37%
5-Year Return 8.33% 11.78%
10-Year Return 11.93% 14.32%

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 -10.61%
1-Month Return 3.08%
3-Month Return -14.79%
1-Year Return 2.44%
3-Year Return 8.13%
5-Year Return 8.33%
10-Year Return 11.93%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (25.40% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.62%
Apple Inc AAPL 4.96%
Amazon.com Inc AMZN 3.8%
Facebook Inc A FB 1.88%
Berkshire Hathaway Inc B BRK.B 1.67%
Alphabet Inc A GOOGL 1.63%
Alphabet Inc Class C GOOG 1.62%
Johnson & Johnson JNJ 1.61%
JPMorgan Chase & Co JPM 1.32%
Visa Inc Class A V 1.29%

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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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