IVV vs IWLG
iShares Core S&P 500 ETF vs NYLIM Winslow Large Cap Growth ETF
Which is better, IVV or IWLG?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y and 3Y, IWLG over the full window. The two have moved almost in lockstep, correlation 0.93. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 53.1%.
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 | IVV | IWLG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.50% |
| AUM | $876.4B | $314M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 44 |
| YTD Return | +12.51%Best | +3.67% |
| 1Y Return | +17.57%Best | +5.43% |
| 3Y Return (annualized) | +21.27%Best | +20.56% |
| 5Y Return (annualized) | +12.95% | - |
| Volatility (annualized) | 14.7%Best | 18.9% |
| Max Drawdown | -18.8%Best | -23.2% |
| $10,000 over 4.2 years | $21,311 | $22,215Best |
| Top 10 Weight | 37.9%Best | 53.1% |
| Fund Family | iShares by BlackRock (US) | New York Life Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Jun 22, 2022 |
Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Jun 23, 2022 to Sep 11, 2026 (4.2 years).
IVV vs IWLG 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 4.2 years both funds cover.
IVV vs IWLG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and NYLIM Winslow Large Cap Growth ETF (IWLG) is an ETF from New York Life Investments. Over the past year IVV returned +17.57% while IWLG returned +5.43%. Year to date, IVV is up 12.51% versus a gain of 3.67% for IWLG.
Over three years, IVV compounded at +21.27% per year against +20.56% for IWLG. Across the full 4-year window we track, IWLG has the edge at +20.93% annualized vs +19.74%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWLG has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 14.7% 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 -18.8% for IVV and -23.2% for IWLG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while IWLG charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for IWLG.
Holdings Overlap
43.6% of IVV's money is in holdings IWLG also owns. 88.1% of IWLG's money is in holdings IVV also owns.
Most of IWLG is already inside IVV. Owning both mostly buys the same companies twice.
34 positions in common, counted across the 505 positions we hold weights for in IVV and 42 in IWLG, against full books of 508 and 44.
What only one of them owns
Our book lists 5 positions for IWLG that do not appear in our book for IVV (5.7% of the fund), and 461 for IVV that do not appear in IWLG (55.8%).
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 IVV | Weight in IWLG | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.98% | 12.14% | 4.16% |
| GOOGAlphabet Inc | 2.56% | 10.93% | 8.37% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.44% | 5.82% | 0.38% |
| AAPLApple, Inc | 6.86% | 4.15% | 2.71% |
| AVGOBroadcom Inc | 2.98% | 4.81% | 1.83% |
| AMZNAmazon.Com Inc | 4.01% | 3.21% | 0.80% |
| LLYEli Lilly & Co. | 1.39% | 3.03% | 1.64% |
| METAMeta Platforms, Inc. | 1.94% | 2.46% | 0.52% |
| ANETArista Networks Inc Common Stock | 0.31% | 3.63% | 3.32% |
| VVisa Inc | 0.92% | 2.82% | 1.90% |
88.1% of IWLG 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, IVV or IWLG?
IVV has an expense ratio of 0.03% while IWLG charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, IVV or IWLG?
Over the past year IVV returned +17.57% vs +5.43% for IWLG, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +19.74% vs +20.93% for IWLG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or IWLG?
IWLG has been the more volatile fund at 18.9% annualized versus 14.7% for IVV. Worst drawdown: IVV -18.8% vs IWLG -23.2%.
Should I hold both IVV and IWLG?
IVV and IWLG have a monthly-return correlation of 0.93, 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 IVV and IWLG?
88.1% of IWLG's money is in holdings IVV also owns. 88.1% of IWLG's is in holdings IVV also owns. They hold 34 positions in common, counted across the 505 positions we hold weights for in IVV and 42 in IWLG.
Which pays a higher dividend, IVV or IWLG?
IVV yields 1.06% while IWLG yields 0.00%, so IVV currently pays the higher dividend yield.
Is IWLG better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and 3Y, IWLG over the full window. The two have moved almost in lockstep, correlation 0.93. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 53.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.