ALRG vs IVV

ALRG vs IVV
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Quick Verdict

IVV has a lower expense ratio. ALRG delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: ALRGMore Diversified: IVV

Side-by-Side Comparison

MetricALRGIVVWinner
Expense Ratio0.28%0.03%
AUM$8M$907.0B
Dividend Yield0.42%1.10%
Holdings50508
YTD Return+12.49%+12.71%
1Y Return+22.60%+21.89%
3Y Return (annualized)-+22.08%
5Y Return (annualized)-+12.96%
Volatility (annualized)12.8%15.1%
Max Drawdown-9.3%-56.5%
Fund FamilyAllspring Global InvestmentsiShares by BlackRock (US)
CategoryEquityEquity
InceptionJul 8, 2025May 15, 2000

ALRG vs IVV Performance

Allspring LT Large Core ETF (ALRG) is a ETF from Allspring Global Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ALRG returned +22.60% while IVV returned +21.89%. Year to date, ALRG is up 12.49% versus a gain of 12.71% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.8% for ALRG. 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 -9.3% for ALRG and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ALRG charges 0.28% per year while IVV charges 0.03%. On a $10,000 position that is $28 vs $3 annually, a gap of $25 per year that compounds over a long holding period. On income, ALRG currently yields 0.42% against 1.10% for IVV.

Holdings Overlap

39.0%overlap

ALRG and IVV share 40 holdings out of 514 unique holdings combined, representing a 39.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ALRGWeight in IVVDifference
AAPL9.20%7.44%1.76%
NVDA3.54%7.76%4.22%
MSFT6.26%4.57%1.69%
AMZNProProPro
GOOGProProPro
AVGOProProPro
METAProProPro
JPMProProPro
AMDProProPro
LLYProProPro
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Frequently Asked Questions

Which is cheaper, ALRG or IVV?

ALRG has an expense ratio of 0.28% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, ALRG or IVV?

Over the past year ALRG returned +22.60% vs +21.89% for IVV, so ALRG leads on 1-year performance. Over the longest common window we track (1 years), ALRG annualized +23.10% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, ALRG or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 12.8% for ALRG. Worst drawdown: ALRG -9.3% vs IVV -56.5%.

Should I hold both ALRG and IVV?

ALRG and IVV have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between ALRG and IVV?

ALRG and IVV share 40 common holdings with a 39.0% weight overlap. Combined, they hold 514 unique securities.

Which pays a higher dividend, ALRG or IVV?

ALRG yields 0.42% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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