IVRS vs IVV

IVRS vs IVV

Which is better, IVRS or IVV?

Large Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricIVRSIVV
Expense Ratio0.47%0.03%Best
AUM$8M$876.4B
Dividend Yield8.57%1.06%
Holdings48508
Volatility (annualized)17.6%12.5%Best
Max Drawdown-31.4%-18.8%Best
$10,000 over 3.5 years$14,702$19,896Best
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionFeb 14, 2023May 15, 2000

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 30 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVRS has data through Aug 12, 2026 and IVV through Sep 11, 2026.

Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Feb 16, 2023 to Aug 12, 2026 (3.5 years).

Risk: Volatility and Drawdowns

IVRS has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 12.5% 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 -31.4% for IVRS and -18.8% 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVRS charges 0.47% per year while IVV charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, IVRS currently yields 8.57% against 1.06% for IVV.

Holdings Overlap

IVV already in IVRS12.9%

At least 12.9% of IVV's money is in holdings IVRS also owns.

Stated as a floor: for IVRS, our book for it covers 93.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

IVV and IVRS share little of their money.

14 positions in common, counted across the 37 positions we hold weights for in IVRS and 505 in IVV, against full books of 48 and 508.

Top Shared Holdings

StockWeight in IVRSWeight in IVVDifference
NVDANvidia Corp.3.11%7.98%4.87%
TTWOTake-Two Interactive Software, Inc.6.26%0.06%6.20%
HOODRobinhood Markets Inc - A4.88%0.11%4.77%
ADSKAutodesk, Inc.4.72%0.08%4.64%
METAMeta Platforms, Inc.2.66%1.94%0.72%
PTCPtc Inc4.47%0.02%4.45%
AMDAdvanced Micro Devices Inc.1.58%1.18%0.40%
INTCIntel Corp.0.87%0.72%0.15%
QCOMQualcomm Inc.0.36%0.25%0.11%
CDNSCadence Design Systems Inc.0.17%0.14%0.03%

You are not choosing between two funds in isolation.

Whichever of IVRS and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVRSIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVRS or IVV?

IVRS has an expense ratio of 0.47% while IVV charges 0.03%. IVV is the cheaper option, by $44 a year on a $10,000 investment.

Which is riskier, IVRS or IVV?

IVRS has been the more volatile fund at 17.6% annualized versus 12.5% for IVV. Worst drawdown: IVRS -31.4% vs IVV -18.8%.

Should I hold both IVRS and IVV?

IVRS and IVV have a monthly-return correlation of 0.79, 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 IVRS and IVV?

At least 12.9% of IVV's money is in holdings IVRS also owns. Our book for IVRS is partial, so the real figure is this or higher. They hold 14 positions in common, counted across the 37 positions we hold weights for in IVRS and 505 in IVV.

Which pays a higher dividend, IVRS or IVV?

IVRS yields 8.57% while IVV yields 1.06%, so IVRS currently pays the higher dividend yield.

Is IVV better than IVRS?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.