BGUS vs IVV

BGUS vs IVV

Which is better, BGUS or IVV?

Large Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 49.0%.

Lower Fees: 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

MetricBGUSIVV
Expense Ratio0.60%0.03%Best
AUM-$876.4B
Dividend Yield0.00%1.06%
Holdings51508
YTD Return+2.82%+11.57%Best
1Y Return-+17.57%
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Top 10 Weight49.0%37.9%Best
Fund FamilyBaillie Gifford FundsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJul 27, 2026May 15, 2000

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

BGUS 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.

BGUS vs IVV Performance

Baillie Gifford US Equity Growth ETF (BGUS) 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, BGUS is up 2.82% versus a gain of 11.57% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

BGUS charges 0.60% per year while IVV charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, BGUS currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

BGUS already in IVV54.4%
IVV already in BGUS23.7%

54.4% of BGUS's money is in holdings IVV also owns. 23.7% of IVV's money is in holdings BGUS also owns.

The two portfolios partly overlap.

19 positions in common, counted across the 48 positions we hold weights for in BGUS and 505 in IVV, against full books of 51 and 508.

What only one of them owns

Our book lists 476 positions for IVV that do not appear in our book for BGUS (75.7% of the fund), and 27 for BGUS that do not appear in IVV (38.7%).

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 BGUSWeight in IVVDifference
NVDANvidia Corp.14.98%7.98%7.00%
GOOGLAlphabet A Usd 0.0016.52%3.19%3.33%
AMZNAmazon.Com Inc4.35%4.01%0.34%
AVGOBroadcom Inc3.86%2.98%0.88%
METAMeta Platforms, Inc.2.98%1.94%1.04%
DASHDoordash Inc3.88%0.12%3.76%
TSLATesla Inc1.92%1.36%0.56%
MAMastercard Inc2.03%0.69%1.34%
NFLXNetflix, Inc.1.84%0.47%1.37%
CSGPCostar Group Inc.1.92%0.02%1.90%

54.4% of BGUS 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.

BGUSIVV

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Frequently Asked Questions

Which is cheaper, BGUS or IVV?

BGUS has an expense ratio of 0.60% while IVV charges 0.03%. IVV is the cheaper option, by $57 a year on a $10,000 investment.

What is the holdings overlap between BGUS and IVV?

54.4% of BGUS's money is in holdings IVV also owns. 23.7% of IVV's is in holdings BGUS also owns. They hold 19 positions in common, counted across the 48 positions we hold weights for in BGUS and 505 in IVV.

Which pays a higher dividend, BGUS or IVV?

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

Is IVV better than BGUS?

IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 49.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.