IGE vs IVV
iShares North American Natural Resources ETF vs iShares Core S&P 500 ETF
Which is better, IGE or IVV?
Large Cap Value against Large Cap Blend.
IVV has a lower expense ratio. IGE led over 1Y, 5Y and the full window, IVV over 3Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 41.7%.
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 | IGE | IVV |
|---|---|---|
| Expense Ratio | 0.37% | 0.03%Best |
| AUM | $754M | $876.4B |
| Dividend Yield | 1.80% | 1.06% |
| Holdings | 156 | 508 |
| YTD Return | +27.81%Best | +12.01% |
| 1Y Return | +37.37%Best | +16.48% |
| 3Y Return (annualized) | +17.59% | +21.21%Best |
| 5Y Return (annualized) | +21.09%Best | +12.95% |
| Volatility (annualized) | 44.8% | 14.8%Best |
| Max Drawdown | -72.3% | -56.5%Best |
| $10,000 over 5 years | $26,034Best | $18,384 |
| Top 10 Weight | 41.7% | 37.8%Best |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 22, 2001 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Nov 29, 2001 to Sep 14, 2026 (24.8 years).
IGE 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 24.8 years both funds cover.
IGE vs IVV Performance
iShares North American Natural Resources ETF (IGE) is an ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year IGE returned +37.37% while IVV returned +16.48%. Year to date, IGE is up 27.81% versus a gain of 12.01% for IVV.
Over three years, IGE compounded at +17.59% per year against +21.21% for IVV; over five years the annualized figures are +21.09% and +12.95% respectively. Across the full 25-year window we track, IGE has the edge at +14.67% annualized vs +8.30%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGE has been the more volatile fund, with annualized monthly volatility of 44.8% compared with 14.8% 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 -72.3% for IGE and -56.5% 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 0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IGE charges 0.37% per year while IVV charges 0.03%. On a $10,000 position that is $37 vs $3 annually, a gap of $34 per year that compounds over a long holding period. On income, IGE currently yields 1.80% against 1.06% for IVV.
Holdings Overlap
59.5% of IGE's money is in holdings IVV also owns. 4.3% of IVV's money is in holdings IGE also owns.
The two portfolios partly overlap.
31 positions in common, counted across the 149 positions we hold weights for in IGE and 490 in IVV, against full books of 156 and 508.
What only one of them owns
Our book lists 452 positions for IVV that do not appear in our book for IGE (94.5% of the fund), and 72 for IGE that do not appear in IVV (13.5%).
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 IGE | Weight in IVV | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 9.54% | 1.01% | 8.53% |
| CVXChevron Corp | 9.36% | 0.58% | 8.78% |
| COPConocophillips Common Stock USD 0.01 | 3.92% | 0.24% | 3.68% |
| NEMNewmont Corp Common | 3.26% | 0.20% | 3.06% |
| FCXFreeport-mcmoran Copper & Gold Inc. | 2.64% | 0.16% | 2.48% |
| MPCMarathon Petroleum Corp | 2.64% | 0.16% | 2.48% |
| VLOValero Energy | 2.59% | 0.16% | 2.43% |
| PSXPhillips 66 | 2.40% | 0.15% | 2.25% |
| WMBWilliams Cos. Inc. | 2.23% | 0.14% | 2.09% |
| SLBSchlumberger Nv. | 2.18% | 0.14% | 2.04% |
59.5% of IGE 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, IGE or IVV?
IGE has an expense ratio of 0.37% while IVV charges 0.03%. IVV is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, IGE or IVV?
Over the past year IGE returned +37.37% vs +16.48% for IVV, so IGE leads on 1-year performance. Over the longest common window we track (25 years), IGE annualized +14.67% vs +8.30% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGE or IVV?
IGE has been the more volatile fund at 44.8% annualized versus 14.8% for IVV. Worst drawdown: IGE -72.3% vs IVV -56.5%.
Should I hold both IGE and IVV?
IGE and IVV have a monthly-return correlation of 0.33, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IGE and IVV?
59.5% of IGE's money is in holdings IVV also owns. 4.3% of IVV's is in holdings IGE also owns. They hold 31 positions in common, counted across the 149 positions we hold weights for in IGE and 490 in IVV.
Which pays a higher dividend, IGE or IVV?
IGE yields 1.80% while IVV yields 1.06%, so IGE currently pays the higher dividend yield.
Is IVV better than IGE?
IVV has a lower expense ratio. IGE led over 1Y, 5Y and the full window, IVV over 3Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 41.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.