IVV vs MFIG

IVV vs MFIG

Which is better, IVV or MFIG?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 43.3%.

Lower Fees: IVVLess Concentrated: 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

MetricIVVMFIG
Expense Ratio0.03%Best0.50%
AUM$876.4B$12M
Dividend Yield1.06%0.00%
Holdings508102
YTD Return+12.39%Best+7.50%
1Y Return+16.61%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Top 10 Weight37.8%Best43.3%
Fund FamilyiShares by BlackRock (US)Motley Fool Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Dec 8, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs MFIG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs MFIG Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Motley Fool Innovative Growth Factor ETF (MFIG) is an ETF from Motley Fool Asset Management. Year to date, IVV is up 12.39% versus a gain of 7.50% for MFIG.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while MFIG 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 MFIG.

Holdings Overlap

IVV already in MFIG23.9%
MFIG already in IVV76.3%

23.9% of IVV's money is in holdings MFIG also owns. 76.3% of MFIG's money is in holdings IVV also owns.

Most of MFIG is already inside IVV. Owning both mostly buys the same companies twice.

34 positions in common, counted across the 490 positions we hold weights for in IVV and 100 in MFIG, against full books of 508 and 102.

What only one of them owns

Measured across the 490 and 100 positions we hold weights for.

IVV holds 448 positions MFIG does not, 74.8% of the fund.

Largest: MSFT 5.69%, AMZN 3.84%, GOOGL 3.00%, AVGO 2.65%, MU 1.63%

Top Shared Holdings

StockWeight in IVVWeight in MFIGDifference
NVDANvidia Corp8.07%4.95%3.12%
AAPLApple, Inc7.02%4.99%2.03%
METAMeta Platforms Inc1.90%5.01%3.11%
GOOGAlphabet Inc2.39%4.41%2.02%
NFLXNetflix, Inc.0.51%5.16%4.65%
CRWDCrowdstrike Holdings Inc0.35%4.08%3.73%
GILDGilead Sciences0.27%3.61%3.34%
UBERUber Technologies Inc0.23%3.63%3.40%
LRCXLrcx Uw Equity0.57%3.21%2.64%
ADBEAdobe Systems0.18%3.42%3.24%

76.3% of MFIG 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.

IVVMFIG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or MFIG?

IVV has an expense ratio of 0.03% while MFIG charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.

What is the holdings overlap between IVV and MFIG?

76.3% of MFIG's money is in holdings IVV also owns. 76.3% of MFIG's is in holdings IVV also owns. They hold 34 positions in common, counted across the 490 positions we hold weights for in IVV and 100 in MFIG.

Which pays a higher dividend, IVV or MFIG?

IVV yields 1.06% while MFIG yields 0.00%, so IVV currently pays the higher dividend yield.

Is MFIG better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 43.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.