IVW vs VUG

Both IVW and VUG are ETFs. IVW has a lower 5-year return than VUG (11.78% vs 12.16%). IVW has a higher expense ratio than VUG (0.18% vs 0.04%). Below is the comparison between IVW and VUG.

IVW VUG
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap Growth
Issuer BlackRock Vanguard
Net Assets $25.3B $48.63B
Expense Ratio 0.18% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.62% 0.94%
Underlying Index S&P 500 Growth Index CRSP US Large Cap Growth Index
YTD Return -1.63% 0.79%
1-Year Return 10.72% 16.36%
3-Year Return 13.37% 14.46%
5-Year Return 11.78% 12.16%
10-Year Return 14.32% 14.48%

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%

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VUG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

VUG performance & returns

YTD Return 0.79%
1-Month Return 6.92%
3-Month Return -8.23%
1-Year Return 16.36%
3-Year Return 14.46%
5-Year Return 12.16%
10-Year Return 14.48%
VUG expense ratio is 0.04%.

VUG holdings

Top 10 Holdings (42.52% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 10.26%
Apple Inc AAPL 8.67%
Amazon.com Inc AMZN 7.01%
Facebook Inc A FB 3.42%
Alphabet Inc A GOOGL 2.97%
Alphabet Inc Class C GOOG 2.9%
Visa Inc Class A V 2.3%
Mastercard Inc A MA 1.85%
The Home Depot Inc HD 1.74%
Netflix Inc NFLX 1.4%

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