ESGV vs IVV
Vanguard ESG US Stock ETF vs iShares Core S&P 500 ETF
Which is better, ESGV or IVV?
Nearly the same fund. IVV costs less.
IVV has a lower expense ratio. ESGV led over the full window, IVV over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.99. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 40.3%.
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 | ESGV | IVV |
|---|---|---|
| Expense Ratio | 0.09% | 0.03%Best |
| AUM | $13.4B | $876.4B |
| Dividend Yield | 0.85% | 1.06% |
| Holdings | 1,244 | 508 |
| YTD Return | +10.35% | +11.03%Best |
| 1Y Return | +13.79% | +15.62%Best |
| 3Y Return (annualized) | +20.60% | +20.81%Best |
| 5Y Return (annualized) | +10.93% | +12.61%Best |
| Volatility (annualized) | 17.9% | 16.9%Best |
| Max Drawdown | -33.7%Best | -33.9% |
| $10,000 over 5 years | $16,798 | $18,109Best |
| Top 10 Weight | 40.3% | 37.8%Best |
| Fund Family | Vanguard (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 18, 2018 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Sep 20, 2018 to Sep 16, 2026 (8 years).
ESGV 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 covers the 8 years both funds cover.
ESGV vs IVV Performance
Vanguard ESG US Stock ETF (ESGV) is an ETF from Vanguard (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ESGV returned +13.79% while IVV returned +15.62%. Year to date, ESGV is up 10.35% versus a gain of 11.03% for IVV.
Over three years, ESGV compounded at +20.60% per year against +20.81% for IVV; over five years the annualized figures are +10.93% and +12.61% respectively. Across the full 8-year window we track, ESGV has the edge at +14.15% annualized vs +13.58%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ESGV has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 16.9% for IVV. 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 -33.7% for ESGV and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ESGV charges 0.09% per year while IVV charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, ESGV currently yields 0.85% against 1.06% for IVV.
Holdings Overlap
86.3% of ESGV's money is in holdings IVV also owns. 78.3% of IVV's money is in holdings ESGV also owns.
Most of ESGV is already inside IVV. Owning both mostly buys the same companies twice.
360 positions in common, counted across the 1,218 positions we hold weights for in ESGV and 490 in IVV, against full books of 1,244 and 508.
What only one of them owns
Our book lists 124 positions for IVV that do not appear in our book for ESGV (20.4% of the fund), and 565 for ESGV that do not appear in IVV (9.7%).
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
| Stock | Weight in ESGV | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.54% | 8.07% | 0.47% |
| AAPLApple, Inc | 7.91% | 7.02% | 0.89% |
| MSFTMicrosoft Corp | 6.27% | 5.69% | 0.58% |
| AMZNAmazon.Com Inc | 4.16% | 3.84% | 0.32% |
| GOOGAlphabet Inc | 3.29% | 2.39% | 0.90% |
| AVGOBroadcom Inc | 2.90% | 2.65% | 0.25% |
| METAMeta Platforms Inc | 2.14% | 1.90% | 0.24% |
| MUMicron Technology, Inc. | 1.77% | 1.63% | 0.14% |
| TSLATesla Inc | 1.75% | 1.56% | 0.19% |
| JPMJpmorgan Chase | 1.60% | 1.44% | 0.16% |
86.3% of ESGV 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, ESGV or IVV?
ESGV has an expense ratio of 0.09% while IVV charges 0.03%. IVV is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, ESGV or IVV?
Over the past year ESGV returned +13.79% vs +15.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), ESGV annualized +14.15% vs +13.58% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ESGV or IVV?
ESGV has been the more volatile fund at 17.9% annualized versus 16.9% for IVV. Worst drawdown: ESGV -33.7% vs IVV -33.9%.
Should I hold both ESGV and IVV?
ESGV and IVV have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between ESGV and IVV?
86.3% of ESGV's money is in holdings IVV also owns. 78.3% of IVV's is in holdings ESGV also owns. They hold 360 positions in common, counted across the 1,218 positions we hold weights for in ESGV and 490 in IVV.
Which pays a higher dividend, ESGV or IVV?
ESGV yields 0.85% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than ESGV?
IVV has a lower expense ratio. ESGV led over the full window, IVV over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.99. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 40.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.