IVW vs SPY

Both IVW and SPY are ETFs. IVW has a higher 5-year return than SPY (17.62% vs 13.53%). IVW has a higher expense ratio than SPY (0.18% vs 0.09%). Below is the comparison between IVW and SPY.

IVW SPY
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap
Issuer BlackRock State Street Global Advisors
Net Assets $25.3B $252.39B
Expense Ratio 0.18% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.62% 1.99%
Underlying Index S&P 500 Growth Index S&P 500
YTD Return 24.73% 9.49%
1-Year Return 34.26% 18.67%
3-Year Return 19.45% 12.94%
5-Year Return 17.62% 13.53%
10-Year Return 16.24% 13.68%

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.

SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return 9.49%
1-Month Return 2.92%
3-Month Return 8.70%
1-Year Return 18.67%
3-Year Return 12.94%
5-Year Return 13.53%
10-Year Return 13.68%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (26.86% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.00%
Apple Inc AAPL 5.78%
Amazon.com Inc AMZN 4.49%
Facebook Inc A FB 2.12%
Alphabet Inc A GOOGL 1.65%
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 SPY comparisons

You may also want to check out the following SPY 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