BGCG vs IVV

BGCG vs IVV

Which is better, BGCG or IVV?

Large Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 61.3%.

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

MetricBGCGIVV
Expense Ratio0.72%0.03%Best
AUM$105M$882.6B
Dividend Yield0.00%1.06%
Holdings29508
YTD Return+2.87%+13.60%Best
1Y Return-+16.32%
3Y Return (annualized)-+23.81%
5Y Return (annualized)-+14.03%
Top 10 Weight61.3%38.1%Best
Fund FamilyBaillie Gifford FundsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 1, 2026May 15, 2000

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

BGCG 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.

BGCG vs IVV Performance

Baillie Gifford International Concentrated Growth ETF (BGCG) is an ETF from Baillie Gifford Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BGCG is up 2.87% versus a gain of 13.60% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

BGCG charges 0.72% per year while IVV charges 0.03%. On a $10,000 position that is $72 vs $3 annually, a gap of $69 per year that compounds over a long holding period. On income, BGCG currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

BGCG already in IVV9.8%
IVV already in BGCG8.1%

9.8% of BGCG's money is in holdings IVV also owns. 8.1% of IVV's money is in holdings BGCG also owns.

BGCG and IVV share little of their money.

2 positions in common, counted across the 29 positions we hold weights for in BGCG and 505 in IVV, against full books of 29 and 508.

What only one of them owns

Our book lists 495 positions for IVV that do not appear in our book for BGCG (91.2% of the fund), and 9 for BGCG that do not appear in IVV (33.7%).

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 BGCGWeight in IVVDifference
NVDANvidia Corp5.54%8.00%2.46%
MRNAModerna therapeutics4.23%0.08%4.15%

You are not choosing between two funds in isolation.

Whichever of BGCG and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BGCGIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BGCG or IVV?

BGCG has an expense ratio of 0.72% while IVV charges 0.03%. IVV is the cheaper option, by $69 a year on a $10,000 investment.

What is the holdings overlap between BGCG and IVV?

9.8% of BGCG's money is in holdings IVV also owns. 8.1% of IVV's is in holdings BGCG also owns. They hold 2 positions in common, counted across the 29 positions we hold weights for in BGCG and 505 in IVV.

Which pays a higher dividend, BGCG or IVV?

BGCG yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BGCG?

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 61.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.