IGRO vs IVV
iShares International Dividend Growth ETF vs iShares Core S&P 500 ETF
Which is better, IGRO or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IGRO is less concentrated, with 27.2% of the fund in its ten largest positions against 37.9%.
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 | IGRO | IVV |
|---|---|---|
| Expense Ratio | 0.15% | 0.03%Best |
| AUM | $1.3B | $886.7B |
| Dividend Yield | 2.62% | 1.10% |
| Holdings | 584 | 508 |
| YTD Return | +10.95% | +12.70%Best |
| 1Y Return | +17.44% | +19.36%Best |
| 3Y Return (annualized) | +16.99% | +21.16%Best |
| 5Y Return (annualized) | +8.72% | +12.75%Best |
| Volatility (annualized) | 14.7%Best | 15.2% |
| Max Drawdown | -37.0% | -33.9%Best |
| $10,000 over 5 years | $15,190 | $18,221Best |
| Top 10 Weight | 27.2%Best | 37.9% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 17, 2016 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: May 19, 2016 to Sep 8, 2026 (10.3 years).
IGRO 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 10.3 years both funds cover.
IGRO vs IVV Performance
iShares International Dividend Growth ETF (IGRO) 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 IGRO returned +17.44% while IVV returned +19.36%. Year to date, IGRO is up 10.95% versus a gain of 12.70% for IVV.
Over three years, IGRO compounded at +16.99% per year against +21.16% for IVV; over five years the annualized figures are +8.72% and +12.75% respectively. Across the full 10-year window we track, IVV has the edge at +14.52% annualized vs +7.96%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.2% 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 -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 0.78. 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
4.2% of IGRO's money is in holdings IVV also owns. 0.3% of IVV's money is in holdings IGRO also owns.
IGRO and IVV share little of their money.
4 positions in common, counted across the 524 positions we hold weights for in IGRO and 504 in IVV, against full books of 584 and 508.
What only one of them owns
Our book lists 489 positions for IVV that do not appear in our book for IGRO (98.9% of the fund), and 3 for IGRO that do not appear in IVV (2.2%).
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.
You are not choosing between two funds in isolation.
Whichever of IGRO and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $12 a year on a $10,000 investment.
Which performed better, IGRO or IVV?
Over the past year IGRO returned +17.44% vs +19.36% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IGRO annualized +7.96% vs +14.52% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGRO or IVV?
IVV has been the more volatile fund at 15.2% annualized versus 14.7% for IGRO. Worst drawdown: IGRO -37.0% vs IVV -33.9%.
Should I hold both IGRO and IVV?
IGRO and IVV have a monthly-return correlation of 0.78, 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 IGRO and IVV?
4.2% of IGRO's money is in holdings IVV also owns. 0.3% of IVV's is in holdings IGRO also owns. They hold 4 positions in common, counted across the 524 positions we hold weights for in IGRO and 504 in IVV.
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.
Is IVV better than IGRO?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IGRO is less concentrated, with 27.2% 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.