IVV vs MIGO

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVMIGOWinner
Expense Ratio0.03%0.45%
AUM$865.2B-
Dividend Yield1.09%-
Holdings50839
YTD Return+14.50%+24.99%
1Y Return+22.02%-
3Y Return (annualized)+21.80%-
5Y Return (annualized)+13.37%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-13.4%
Fund FamilyiShares by BlackRock (US)MIG Capital, LLC
CategoryEquityEquity
InceptionMay 15, 2000Feb 20, 2026

IVV vs MIGO Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and MIG Core ETF (MIGO) is a ETF from MIG Capital, LLC. Year to date, IVV is up 14.50% versus a gain of 24.99% for MIGO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -13.4% for MIGO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while MIGO charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period.

Holdings Overlap

21.2%overlap

IVV and MIGO share 19 holdings out of 528 unique holdings combined, representing a 21.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in MIGODifference
NVDA7.76%0.78%6.98%
MSFT4.57%3.87%0.70%
AVGO2.83%5.01%2.18%
AMZNProProPro
GOOGProProPro
METAProProPro
MUProProPro
LLYProProPro
WDCProProPro
STXProProPro
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Frequently Asked Questions

Which is cheaper, IVV or MIGO?

IVV has an expense ratio of 0.03% while MIGO charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between IVV and MIGO?

IVV and MIGO share 19 common holdings with a 21.2% weight overlap. Combined, they hold 528 unique securities.

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