AQLG vs IVV
HCM Large Cap Growth ETF vs iShares Core S&P 500 ETF
Which is better, AQLG or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. AQLG is less concentrated, with 35.6% of the fund in its ten largest positions against 37.9%.
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
| Metric | AQLG | IVV |
|---|---|---|
| Expense Ratio | 0.65% | 0.03%Best |
| AUM | $78M | $876.4B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 132 | 508 |
| YTD Return | +4.74% | +11.57%Best |
| 1Y Return | - | +17.57% |
| 3Y Return (annualized) | - | +20.71% |
| 5Y Return (annualized) | - | +12.80% |
| Top 10 Weight | 35.6%Best | 37.9% |
| Fund Family | Highland Capital Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Jun 8, 2026 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
AQLG 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.
AQLG vs IVV Performance
HCM Large Cap Growth ETF (AQLG) is an ETF from Highland Capital Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, AQLG is up 4.74% versus a gain of 11.57% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
AQLG charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, AQLG currently yields 0.00% against 1.06% for IVV.
Holdings Overlap
70.6% of AQLG's money is in holdings IVV also owns. 63.1% of IVV's money is in holdings AQLG also owns.
Most of AQLG is already inside IVV. Owning both mostly buys the same companies twice.
86 positions in common, counted across the 129 positions we hold weights for in AQLG and 505 in IVV, against full books of 132 and 508.
What only one of them owns
Our book lists 410 positions for IVV that do not appear in our book for AQLG (36.6% of the fund), and 37 for AQLG that do not appear in IVV (27.3%).
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
| Stock | Weight in AQLG | Weight in IVV | Difference |
|---|---|---|---|
| AAPLApple, Inc | 4.99% | 6.86% | 1.87% |
| NVDANvidia Corp. | 2.89% | 7.98% | 5.09% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 2.83% | 5.44% | 2.61% |
| GOOGLAlphabet A Usd 0.001 | 4.67% | 3.19% | 1.48% |
| AMZNAmazon.Com Inc | 2.72% | 4.01% | 1.29% |
| AVGOBroadcom Inc | 3.25% | 2.98% | 0.27% |
| GOOGAlphabet Inc | 1.69% | 2.56% | 0.87% |
| MUMicron Technology, Inc. | 2.39% | 1.51% | 0.88% |
| BACBank Of America Corp. | 3.27% | 0.62% | 2.65% |
| CCitigroup Inc. | 3.41% | 0.35% | 3.06% |
70.6% of AQLG 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AQLG or IVV?
AQLG has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
What is the holdings overlap between AQLG and IVV?
70.6% of AQLG's money is in holdings IVV also owns. 63.1% of IVV's is in holdings AQLG also owns. They hold 86 positions in common, counted across the 129 positions we hold weights for in AQLG and 505 in IVV.
Which pays a higher dividend, AQLG or IVV?
AQLG yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than AQLG?
IVV has a lower expense ratio. AQLG is less concentrated, with 35.6% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.