IUSG vs VYM
iShares Core S&P US Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, IUSG or VYM?
Large Cap Growth against Large Cap Value.
IUSG led over 3Y, 5Y and the full window, VYM over 1Y. VYM is less concentrated, with 26.1% 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 | VYM |
|---|---|---|
| Expense Ratio | 0.04%Tie | 0.04%Tie |
| AUM | $32.9B | $81.6B |
| Dividend Yield | 0.51% | 2.22% |
| Holdings | 400 | 613 |
| YTD Return | +12.49% | +13.08%Best |
| 1Y Return | +15.73% | +17.46%Best |
| 3Y Return (annualized) | +25.20%Best | +17.73% |
| 5Y Return (annualized) | +12.84%Best | +12.22% |
| Volatility (annualized) | 16.6% | 14.5%Best |
| Max Drawdown | -52.4%Best | -58.8% |
| $10,000 over 5 years | $18,294Best | $17,797 |
| Top 10 Weight | 56.5% | 26.1%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jul 24, 2000 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 14, 2026 (19.8 years).
IUSG vs VYM 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 19.8 years both funds cover.
IUSG vs VYM Performance
iShares Core S&P US Growth ETF (IUSG) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year IUSG returned +15.73% while VYM returned +17.46%. Year to date, IUSG is up 12.49% versus a gain of 13.08% for VYM.
Over three years, IUSG compounded at +25.20% per year against +17.73% for VYM; over five years the annualized figures are +12.84% and +12.22% respectively. Across the full 20-year window we track, IUSG has the edge at +11.57% annualized vs +6.91%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IUSG has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 14.5% for VYM. 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 -52.4% for IUSG and -58.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IUSG charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, IUSG currently yields 0.51% against 2.22% for VYM.
Holdings Overlap
15.7% of IUSG's money is in holdings VYM also owns. 34.2% of VYM's money is in holdings IUSG also owns.
The two portfolios partly overlap.
88 positions in common, counted across the 378 positions we hold weights for in IUSG and 557 in VYM, against full books of 400 and 613.
What only one of them owns
Our book lists 441 positions for VYM that do not appear in our book for IUSG (62.9% of the fund), and 269 for IUSG that do not appear in VYM (83.6%).
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 VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 4.63% | 7.35% | 2.72% |
| JPMJpmorgan Chase | 1.71% | 3.82% | 2.11% |
| JNJJohnson & Johnson - Common | 1.00% | 2.51% | 1.51% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.61% | 1.86% | 1.25% |
| CATCaterpillar, Inc. | 0.97% | 1.50% | 0.53% |
| ABBVAbbvie Inc. | 0.55% | 1.80% | 1.25% |
| KOCoca Cola Co. | 0.38% | 1.38% | 1.00% |
| GSGoldman Sachs Group Inc/The | 0.52% | 1.13% | 0.61% |
| PMPhilip Morris International Inc. | 0.43% | 1.21% | 0.78% |
| MSMorgan Stanley | 0.41% | 0.96% | 0.55% |
34.2% of VYM is already inside IUSG.
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 VYM?
IUSG has an expense ratio of 0.04% while VYM charges 0.04%. At the precision these are quoted to, they cost the same.
Which performed better, IUSG or VYM?
Over the past year IUSG returned +15.73% vs +17.46% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), IUSG annualized +11.57% vs +6.91% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IUSG or VYM?
IUSG has been the more volatile fund at 16.6% annualized versus 14.5% for VYM. Worst drawdown: IUSG -52.4% vs VYM -58.8%.
Should I hold both IUSG and VYM?
IUSG and VYM have a monthly-return correlation of 0.81, 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 IUSG and VYM?
34.2% of VYM's money is in holdings IUSG also owns. 34.2% of VYM's is in holdings IUSG also owns. They hold 88 positions in common, counted across the 378 positions we hold weights for in IUSG and 557 in VYM.
Which pays a higher dividend, IUSG or VYM?
IUSG yields 0.51% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than IUSG?
IUSG led over 3Y, 5Y and the full window, VYM over 1Y. VYM is less concentrated, with 26.1% 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.