GRW vs IVV

GRW vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricGRWIVVWinner
Expense Ratio0.75%0.03%
AUM$67M$907.0B
Dividend Yield0.26%1.10%
Holdings33508
YTD Return+3.04%+12.96%
1Y Return-0.78%+20.70%
3Y Return (annualized)-+22.10%
5Y Return (annualized)-+13.40%
Volatility (annualized)16.9%15.1%
Max Drawdown-31.5%-56.5%
Fund FamilyTCW ETFsiShares by BlackRock (US)
CategoryEquityEquity
InceptionMay 5, 2024May 15, 2000

GRW vs IVV Performance

TCW Durable Growth ETF (GRW) is a ETF from TCW ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GRW returned -0.78% while IVV returned +20.70%. Year to date, GRW is up 3.04% versus a gain of 12.96% for IVV.

Risk: Volatility and Drawdowns

GRW has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.1% 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 -31.5% for GRW and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GRW charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, GRW currently yields 0.26% against 1.10% for IVV.

Holdings Overlap

16.6%overlap

GRW and IVV share 20 holdings out of 516 unique holdings combined, representing a 16.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GRWWeight in IVVDifference
NVDA2.80%7.76%4.96%
AVGO7.01%2.83%4.18%
MSFT3.62%4.57%0.95%
TDGProProPro
GEProProPro
GOOGLProProPro
LINProProPro
HLTProProPro
MCKProProPro
VProProPro
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Frequently Asked Questions

Which is cheaper, GRW or IVV?

GRW has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, GRW or IVV?

Over the past year GRW returned -0.78% vs +20.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), GRW annualized -0.22% vs +7.01% for IVV. Past performance does not guarantee future results.

Which is riskier, GRW or IVV?

GRW has been the more volatile fund at 16.9% annualized versus 15.1% for IVV. Worst drawdown: GRW -31.5% vs IVV -56.5%.

Should I hold both GRW and IVV?

GRW and IVV have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GRW and IVV?

GRW and IVV share 20 common holdings with a 16.6% weight overlap. Combined, they hold 516 unique securities.

Which pays a higher dividend, GRW or IVV?

GRW yields 0.26% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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