IVW vs VTI

Both IVW and VTI are ETFs. IVW has a higher 5-year return than VTI (17.62% vs 13.33%). IVW has a higher expense ratio than VTI (0.18% vs 0.03%). Below is the comparison between IVW and VTI.

IVW VTI
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Total Market
Issuer BlackRock Vanguard
Net Assets $25.3B $128.53B
Expense Ratio 0.18% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.62% 1.88%
Underlying Index S&P 500 Growth Index CRSP US Total Market Index
YTD Return 24.73% 9.95%
1-Year Return 34.26% 19.24%
3-Year Return 19.45% 12.63%
5-Year Return 17.62% 13.33%
10-Year Return 16.24% 13.59%

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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VTI description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VTI performance & returns

YTD Return 9.95%
1-Month Return 3.54%
3-Month Return 9.66%
1-Year Return 19.24%
3-Year Return 12.63%
5-Year Return 13.33%
10-Year Return 13.59%
VTI expense ratio is 0.03%.

VTI holdings

Top 10 Holdings (24.31% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.85%
Microsoft Corp MSFT 4.96%
Amazon.com Inc AMZN 4.25%
Facebook Inc A FB 2.05%
Alphabet Inc A GOOGL 1.42%
Alphabet Inc Class C GOOG 1.35%
Johnson & Johnson JNJ 1.17%
Berkshire Hathaway Inc Class B BRK.B 1.16%
Tesla Inc TSLA 1.07%
Visa Inc Class A V 1.03%

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