ACMG vs IVV

ACMG vs IVV

Which is better, ACMG or IVV?

Mid Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 38.8% of the fund in its ten largest positions against 52.3%.

Lower Fees: IVVHigher Returns (1Y): 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

MetricACMGIVV
Expense Ratio0.39%0.03%Best
AUM$93M$850.0B
Dividend Yield0.11%1.09%
Holdings351,018
YTD Return-12.25%+8.54%Best
1Y Return-+10.97%
3Y Return (annualized)-+20.51%
5Y Return (annualized)-+10.97%
Top 10 Weight52.3%38.8%Best
Fund FamilyAmerican Century InvestmentsiShares by BlackRock (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionJul 13, 2020May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ACMG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ACMG vs IVV Performance

American Century Mid Cap Growth Insights ETF (ACMG) is an ETF from American Century Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, ACMG is down 12.25% versus a gain of 8.54% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

ACMG charges 0.39% per year while IVV charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, ACMG currently yields 0.11% against 1.09% for IVV.

Holdings Overlap

ACMG already in IVV50.8%
IVV already in ACMG1.2%

50.8% of ACMG's money is in holdings IVV also owns. 1.2% of IVV's money is in holdings ACMG also owns.

The two portfolios partly overlap.

16 positions in common, counted across the 34 positions we hold weights for in ACMG and 505 in IVV, against full books of 35 and 1,018.

What only one of them owns

Our book lists 483 positions for IVV that do not appear in our book for ACMG (98.4% of the fund), and 15 for ACMG that do not appear in IVV (42.5%).

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 ACMGWeight in IVVDifference
MPWRMonolithic Power Systems Inc5.47%0.09%5.38%
JCIJohnson Controls Intl Plc4.91%0.14%4.77%
CDNSCadence Design4.76%0.14%4.62%
TRGPTarga Resources Corp Preferred4.68%0.09%4.59%
CMGChipotle Mexican Grill Inc. Class A4.58%0.06%4.52%
HUBBHubbell Inc. Class B4.19%0.04%4.15%
HLTHilton Worldwide Holdings, Inc.3.82%0.11%3.71%
VSTVistra Energy Corp.3.17%0.07%3.10%
VRTVertiv Holdings Co3.02%0.13%2.89%
RDDTReddit Inc Series C Pc Pp2.62%0.03%2.59%

50.8% of ACMG 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.

ACMGIVV

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Frequently Asked Questions

Which is cheaper, ACMG or IVV?

ACMG has an expense ratio of 0.39% while IVV charges 0.03%. IVV is the cheaper option, by $36 a year on a $10,000 investment.

What is the holdings overlap between ACMG and IVV?

50.8% of ACMG's money is in holdings IVV also owns. 1.2% of IVV's is in holdings ACMG also owns. They hold 16 positions in common, counted across the 34 positions we hold weights for in ACMG and 505 in IVV.

Which pays a higher dividend, ACMG or IVV?

ACMG yields 0.11% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

Is IVV better than ACMG?

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 38.8% of the fund in its ten largest positions against 52.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.