ABIG vs IVV

ABIG vs IVV

Which is better, ABIG or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 59.0%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricABIGIVV
Expense Ratio0.49%0.03%Best
AUM$57M$876.4B
Dividend Yield0.09%1.06%
Holdings33508
YTD Return+9.55%+12.51%Best
1Y Return+11.29%+17.57%Best
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Volatility (annualized)12.8%12.2%Best
Max Drawdown-13.7%-8.9%Best
$10,000 over 1.4 years$12,758$14,186Best
Top 10 Weight59.0%37.9%Best
Fund FamilyArgentiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 9, 2025May 15, 2000

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 9, 2025 to Sep 11, 2026 (1.4 years).

ABIG vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.

ABIG vs IVV Performance

Argent Large Cap ETF (ABIG) is an ETF from Argent and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ABIG returned +11.29% while IVV returned +17.57%. Year to date, ABIG is up 9.55% versus a gain of 12.51% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ABIG has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 12.2% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -13.7% for ABIG and -8.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ABIG charges 0.49% per year while IVV charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, ABIG currently yields 0.09% against 1.06% for IVV.

Holdings Overlap

ABIG already in IVV87.8%
IVV already in ABIG36.6%

87.8% of ABIG's money is in holdings IVV also owns. 36.6% of IVV's money is in holdings ABIG also owns.

Most of ABIG is already inside IVV. Owning both mostly buys the same companies twice.

24 positions in common, counted across the 31 positions we hold weights for in ABIG and 505 in IVV, against full books of 33 and 508.

What only one of them owns

Our book lists 471 positions for IVV that do not appear in our book for ABIG (62.7% of the fund), and 6 for ABIG that do not appear in IVV (10.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ABIGWeight in IVVDifference
NVDANvidia Corp.9.75%7.98%1.77%
AMZNAmazon.Com Inc9.20%4.01%5.19%
MSFTMicrosoft Corp 4.100 Feb 06 376.89%5.44%1.45%
GOOGLAlphabet A Usd 0.0018.32%3.19%5.13%
AAPLApple, Inc3.65%6.86%3.21%
AVGOBroadcom Inc4.00%2.98%1.02%
AMATApplied Materials, Inc.4.71%0.64%4.07%
MAMastercard Inc4.12%0.69%3.43%
URIUnited Rentals Inc.4.30%0.11%4.19%
TDGTransdigm Group Inc.4.05%0.11%3.94%

87.8% of ABIG is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ABIGIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ABIG or IVV?

ABIG has an expense ratio of 0.49% while IVV charges 0.03%. IVV is the cheaper option, by $46 a year on a $10,000 investment.

Which performed better, ABIG or IVV?

Over the past year ABIG returned +11.29% vs +17.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), ABIG annualized +19.00% vs +28.37% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ABIG or IVV?

ABIG has been the more volatile fund at 12.8% annualized versus 12.2% for IVV. Worst drawdown: ABIG -13.7% vs IVV -8.9%.

Should I hold both ABIG and IVV?

ABIG and IVV have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between ABIG and IVV?

87.8% of ABIG's money is in holdings IVV also owns. 36.6% of IVV's is in holdings ABIG also owns. They hold 24 positions in common, counted across the 31 positions we hold weights for in ABIG and 505 in IVV.

Which pays a higher dividend, ABIG or IVV?

ABIG yields 0.09% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than ABIG?

IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 59.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.