IGRO vs IVV

IGRO vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IGRO offers more diversification with 584 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IGRO

Side-by-Side Comparison

MetricIGROIVVWinner
Expense Ratio0.15%0.03%
AUM$1.3B$907.0B
Dividend Yield2.62%1.10%
Holdings584508
YTD Return+10.86%+13.22%
1Y Return+18.87%+21.62%
3Y Return (annualized)+17.99%+22.17%
5Y Return (annualized)+8.96%+13.42%
Volatility (annualized)14.7%15.1%
Max Drawdown-37.0%-56.5%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionMay 17, 2016May 15, 2000

IGRO vs IVV Performance

iShares International Dividend Growth ETF (IGRO) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IGRO returned +18.87% while IVV returned +21.62%. Year to date, IGRO is up 10.86% versus a gain of 13.22% for IVV.

Over three years, IGRO compounded at +17.99% per year against +22.17% for IVV; over five years the annualized figures are +8.96% and +13.42% respectively. Across the full 10-year window we track, IGRO has the edge at +7.99% annualized vs +7.02%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.7% for IGRO. 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 -37.0% for IGRO 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IGRO charges 0.15% per year while IVV charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, IGRO currently yields 2.62% against 1.10% for IVV.

Holdings Overlap

0.3%overlap

IGRO and IVV share 4 holdings out of 1025 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IGROWeight in IVVDifference
ROP2.77%0.05%2.72%
DG1.19%0.04%1.15%
XTSLA0.14%0.15%0.01%
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Frequently Asked Questions

Which is cheaper, IGRO or IVV?

IGRO has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, IGRO or IVV?

Over the past year IGRO returned +18.87% vs +21.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IGRO annualized +7.99% vs +7.02% for IVV. Past performance does not guarantee future results.

Which is riskier, IGRO or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 14.7% for IGRO. Worst drawdown: IGRO -37.0% vs IVV -56.5%.

Should I hold both IGRO and IVV?

IGRO and IVV have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IGRO and IVV?

IGRO and IVV share 4 common holdings with a 0.3% weight overlap. Combined, they hold 1025 unique securities.

Which pays a higher dividend, IGRO or IVV?

IGRO yields 2.62% while IVV yields 1.10%, so IGRO currently pays the higher dividend yield.

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