IUSG vs IVV
iShares Core S&P US Growth ETF vs iShares Core S&P 500 ETF
Which is better, IUSG or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IUSG led over 3Y and the full window, IVV over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.96. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 56.5%.
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 | IUSG | IVV |
|---|---|---|
| Expense Ratio | 0.04% | 0.03%Best |
| AUM | $32.9B | $876.4B |
| Dividend Yield | 0.51% | 1.06% |
| Holdings | 400 | 508 |
| YTD Return | +11.92%Best | +11.51% |
| 1Y Return | +15.15% | +15.96%Best |
| 3Y Return (annualized) | +24.97%Best | +21.01% |
| 5Y Return (annualized) | +12.58% | +12.66%Best |
| Volatility (annualized) | 17.4% | 15.1%Best |
| Max Drawdown | -65.8% | -56.5%Best |
| $10,000 over 5 years | $18,084 | $18,149Best |
| Top 10 Weight | 56.5% | 37.8%Best |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Jul 24, 2000 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Jul 28, 2000 to Sep 15, 2026 (26.1 years).
IUSG 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 26.1 years both funds cover.
IUSG vs IVV Performance
iShares Core S&P US Growth ETF (IUSG) 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 IUSG returned +15.15% while IVV returned +15.96%. Year to date, IUSG is up 11.92% versus a gain of 11.51% for IVV.
Over three years, IUSG compounded at +24.97% per year against +21.01% for IVV; over five years the annualized figures are +12.58% and +12.66% respectively. Across the full 26-year window we track, IUSG has the edge at +7.16% annualized vs +6.94%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IUSG has been the more volatile fund, with annualized monthly volatility of 17.4% 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 -65.8% for IUSG 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IUSG charges 0.04% per year while IVV charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, IUSG currently yields 0.51% against 1.06% for IVV.
Holdings Overlap
94.6% of IUSG's money is in holdings IVV also owns. 67.1% of IVV's money is in holdings IUSG also owns.
Most of IUSG is already inside IVV. Owning both mostly buys the same companies twice.
145 positions in common, counted across the 378 positions we hold weights for in IUSG and 490 in IVV, against full books of 400 and 508.
What only one of them owns
Our book lists 338 positions for IVV that do not appear in our book for IUSG (31.6% of the fund), and 207 for IUSG that do not appear in IVV (4.7%).
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 IUSG | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 14.13% | 8.07% | 6.06% |
| MSFTMicrosoft Corp | 9.95% | 5.69% | 4.26% |
| AAPLApple, Inc | 6.15% | 7.02% | 0.87% |
| GOOGLAlphabet Inc,class A | 5.26% | 3.00% | 2.26% |
| AMZNAmazon.Com Inc | 3.56% | 3.84% | 0.28% |
| AVGOBroadcom Inc | 4.63% | 2.65% | 1.98% |
| GOOGAlphabet Inc | 4.19% | 2.39% | 1.80% |
| METAMeta Platforms Inc | 3.32% | 1.90% | 1.42% |
| MUMicron Technology, Inc. | 2.86% | 1.63% | 1.23% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 2.44% | 1.39% | 1.05% |
94.6% of IUSG 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, IUSG or IVV?
IUSG has an expense ratio of 0.04% while IVV charges 0.03%. IVV is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, IUSG or IVV?
Over the past year IUSG returned +15.15% vs +15.96% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (26 years), IUSG annualized +7.16% vs +6.94% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IUSG or IVV?
IUSG has been the more volatile fund at 17.4% annualized versus 15.1% for IVV. Worst drawdown: IUSG -65.8% vs IVV -56.5%.
Should I hold both IUSG and IVV?
IUSG and IVV have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between IUSG and IVV?
94.6% of IUSG's money is in holdings IVV also owns. 67.1% of IVV's is in holdings IUSG also owns. They hold 145 positions in common, counted across the 378 positions we hold weights for in IUSG and 490 in IVV.
Which pays a higher dividend, IUSG or IVV?
IUSG yields 0.51% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than IUSG?
IVV has a lower expense ratio. IUSG led over 3Y and the full window, IVV over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.96. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 56.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.