BWQG vs IVV
BWM Quality Growth ETF vs iShares Core S&P 500 ETF
Which is better, BWQG or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 62.7%.
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 | BWQG | IVV |
|---|---|---|
| Expense Ratio | 0.70% | 0.03%Best |
| AUM | $35M | $882.6B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 33 | 508 |
| YTD Return | +6.19% | +13.60%Best |
| 1Y Return | - | +16.32% |
| 3Y Return (annualized) | - | +23.81% |
| 5Y Return (annualized) | - | +14.03% |
| Top 10 Weight | 62.7% | 38.1%Best |
| Fund Family | Burke Wealth Management LLC | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Jul 8, 2026 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BWQG 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.
BWQG vs IVV Performance
BWM Quality Growth ETF (BWQG) is an ETF from Burke Wealth Management LLC and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BWQG is up 6.19% versus a gain of 13.60% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
BWQG charges 0.70% per year while IVV charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, BWQG currently yields 0.00% against 1.06% for IVV.
Holdings Overlap
76.1% of BWQG's money is in holdings IVV also owns. 23.5% of IVV's money is in holdings BWQG also owns.
Most of BWQG is already inside IVV. Owning both mostly buys the same companies twice.
19 positions in common, counted across the 33 positions we hold weights for in BWQG and 505 in IVV, against full books of 33 and 508.
What only one of them owns
Our book lists 480 positions for IVV that do not appear in our book for BWQG (76.2% of the fund), and 12 for BWQG that do not appear in IVV (19.9%).
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 BWQG | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 10.33% | 8.00% | 2.33% |
| AMZNAmazon.Com Inc | 6.53% | 3.80% | 2.73% |
| METAMeta Platforms Inc | 7.15% | 2.15% | 5.00% |
| MUMicron Technology, Inc. | 7.11% | 1.66% | 5.45% |
| GOOGAlphabet Inc. C | 5.25% | 2.40% | 2.85% |
| NOWServicenow, Inc | 4.55% | 0.21% | 4.34% |
| VVisa Inc Class A | 3.37% | 0.93% | 2.44% |
| CRWDCrowdstrike Holdings Inc | 3.93% | 0.32% | 3.61% |
| TSLATesla Inc | 2.50% | 1.56% | 0.94% |
| MAMastercard Inc | 3.20% | 0.70% | 2.50% |
76.1% of BWQG 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, BWQG or IVV?
BWQG has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option, by $67 a year on a $10,000 investment.
What is the holdings overlap between BWQG and IVV?
76.1% of BWQG's money is in holdings IVV also owns. 23.5% of IVV's is in holdings BWQG also owns. They hold 19 positions in common, counted across the 33 positions we hold weights for in BWQG and 505 in IVV.
Which pays a higher dividend, BWQG or IVV?
BWQG yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than BWQG?
IVV has a lower expense ratio. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 62.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.