FSEG vs IVV

FSEG vs IVV

Which is better, FSEG or IVV?

Small Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. FSEG is less concentrated, with 8.4% of the fund in its ten largest positions against 37.9%.

Lower Fees: IVVLess Concentrated: FSEG

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

MetricFSEGIVV
Expense Ratio0.28%0.03%Best
AUM$7M$876.4B
Dividend Yield0.03%1.06%
Holdings423508
YTD Return+4.35%+11.57%Best
1Y Return-+17.57%
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Top 10 Weight8.4%Best37.9%
Fund FamilyFidelity Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleSmall Cap GrowthLarge Cap Blend
InceptionApr 28, 2026May 15, 2000

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

FSEG 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.

FSEG vs IVV Performance

Fidelity Enhanced Small Cap Growth ETF (FSEG) is an ETF from Fidelity Investments (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, FSEG is up 4.35% versus a gain of 11.57% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

FSEG charges 0.28% per year while IVV charges 0.03%. On a $10,000 position that is $28 vs $3 annually, a gap of $25 per year that compounds over a long holding period. On income, FSEG currently yields 0.03% against 1.06% for IVV.

Holdings Overlap

FSEG already in IVV0.2%
IVV already in FSEG1.9%

0.2% of FSEG's money is in holdings IVV also owns. 1.9% of IVV's money is in holdings FSEG also owns.

IVV and FSEG share little of their money.

1 positions in common, counted across the 455 positions we hold weights for in FSEG and 505 in IVV, against full books of 423 and 508.

What only one of them owns

Our book lists 494 positions for IVV that do not appear in our book for FSEG (97.4% of the fund), and 433 for FSEG that do not appear in IVV (96.3%).

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

StockWeight in FSEGWeight in IVVDifference
METAMetaplanet Inc0.19%1.94%1.75%

You are not choosing between two funds in isolation.

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

FSEGIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FSEG or IVV?

FSEG has an expense ratio of 0.28% while IVV charges 0.03%. IVV is the cheaper option, by $25 a year on a $10,000 investment.

What is the holdings overlap between FSEG and IVV?

1.9% of IVV's money is in holdings FSEG also owns. 1.9% of IVV's is in holdings FSEG also owns. They hold 1 positions in common, counted across the 455 positions we hold weights for in FSEG and 505 in IVV.

Which pays a higher dividend, FSEG or IVV?

FSEG yields 0.03% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than FSEG?

IVV has a lower expense ratio. FSEG is less concentrated, with 8.4% 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.