IWF vs IVW

Both IWF and IVW are ETFs. IWF has a higher 5-year return than IVW (12.93% vs 11.78%). IWF has a higher expense ratio than IVW (0.19% vs 0.18%). Below is the comparison between IWF and IVW.

IVW IWF
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap Growth
Issuer BlackRock BlackRock
Net Assets $25.3B $49.46B
Expense Ratio 0.18% 0.19%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.62% 1.01%
Underlying Index S&P 500 Growth Index Russell 1000 Growth Index
YTD Return -1.63% -0.15%
1-Year Return 10.72% 15.48%
3-Year Return 13.37% 15.44%
5-Year Return 11.78% 12.93%
10-Year Return 14.32% 14.80%

IWF description

The Fund seeks investment returns that correspond generally to the price and yield performance, before fees and expenses, of the Index. Uses a replication strategy. The Index measures the performance of the large-capitalization growth sector of the US equity market.

IWF performance & returns

YTD Return -0.15%
1-Month Return 6.44%
3-Month Return -8.04%
1-Year Return 15.48%
3-Year Return 15.44%
5-Year Return 12.93%
10-Year Return 14.80%
IWF expense ratio is 0.19%.

IWF holdings

Top 10 Holdings (38.96% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 9.18%
Apple Inc AAPL 8.07%
Amazon.com Inc AMZN 6.27%
Facebook Inc A FB 3.07%
Alphabet Inc A GOOGL 2.68%
Alphabet Inc Class C GOOG 2.68%
Visa Inc Class A V 2.12%
UnitedHealth Group Inc UNH 1.81%
Mastercard Inc A MA 1.65%
Merck & Co Inc MRK 1.43%

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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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