IVV vs LOGO
iShares Core S&P 500 ETF vs Alpha Brands Consumption Leaders ETF
Which is better, IVV or LOGO?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. LOGO is less concentrated, with 33.8% of the fund in its ten largest positions against 37.8%.
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 | LOGO |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.69% |
| AUM | $876.4B | $34M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 52 |
| YTD Return | +14.15%Best | -1.44% |
| 1Y Return | +17.31%Best | -8.09% |
| 3Y Return (annualized) | +23.17% | - |
| 5Y Return (annualized) | +13.85% | - |
| Volatility (annualized) | 11.8%Best | 12.3% |
| Max Drawdown | -8.9%Best | -18.3% |
| $10,000 over 1.3 years | $13,345Best | $10,381 |
| Top 10 Weight | 37.8% | 33.8%Best |
| Fund Family | iShares by BlackRock (US) | ALPHA Brand |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | May 27, 2025 |
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: May 28, 2025 to Sep 21, 2026 (1.3 years).
IVV vs LOGO 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 1.3 years both funds cover.
IVV vs LOGO Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Alpha Brands Consumption Leaders ETF (LOGO) is an ETF from ALPHA Brand. Over the past year IVV returned +17.31% while LOGO returned -8.09%. Year to date, IVV is up 14.15% versus a loss of 1.44% for LOGO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LOGO has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 11.8% 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 -8.9% for IVV and -18.3% for LOGO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. 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 LOGO charges 0.69%. On a $10,000 position that is $3 vs $69 annually, a gap of $66 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for LOGO.
Holdings Overlap
38.4% of IVV's money is in holdings LOGO also owns. 75.9% of LOGO's money is in holdings IVV also owns.
Most of LOGO is already inside IVV. Owning both mostly buys the same companies twice.
38 positions in common, counted across the 490 positions we hold weights for in IVV and 52 in LOGO, against full books of 508 and 52.
What only one of them owns
Our book lists 10 positions for LOGO that do not appear in our book for IVV (16.8% of the fund), and 444 for IVV that do not appear in LOGO (60.3%).
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 LOGO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 3.85% | 4.22% |
| AAPLApple, Inc | 7.02% | 2.46% | 4.56% |
| MSFTMicrosoft Corp | 5.69% | 2.62% | 3.07% |
| AMZNAmazon.Com Inc | 3.84% | 4.40% | 0.56% |
| GOOGLAlphabet Inc,class A | 3.00% | 2.72% | 0.28% |
| LLYEli Lilly & Co. | 1.38% | 3.63% | 2.25% |
| NFLXNetflix, Inc. | 0.51% | 4.09% | 3.58% |
| PLTRPalantir Technologies Inc | 0.65% | 2.62% | 1.97% |
| AXONAxon Enterprise Inc | 0.07% | 2.93% | 2.86% |
| ABBVAbbvie Inc. | 0.68% | 2.30% | 1.62% |
75.9% of LOGO 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 LOGO?
IVV has an expense ratio of 0.03% while LOGO charges 0.69%. IVV is the cheaper option, by $66 a year on a $10,000 investment.
Which performed better, IVV or LOGO?
Over the past year IVV returned +17.31% vs -8.09% for LOGO, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +24.85% vs +2.92% for LOGO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or LOGO?
LOGO has been the more volatile fund at 12.3% annualized versus 11.8% for IVV. Worst drawdown: IVV -8.9% vs LOGO -18.3%.
Should I hold both IVV and LOGO?
IVV and LOGO have a monthly-return correlation of 0.90, 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 LOGO?
75.9% of LOGO's money is in holdings IVV also owns. 75.9% of LOGO's is in holdings IVV also owns. They hold 38 positions in common, counted across the 490 positions we hold weights for in IVV and 52 in LOGO.
Which pays a higher dividend, IVV or LOGO?
IVV yields 1.06% while LOGO yields 0.00%, so IVV currently pays the higher dividend yield.
Is LOGO better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. LOGO is less concentrated, with 33.8% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.