IVV vs OAIW

IVV vs OAIW

Which is better, IVV or OAIW?

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 63.8%.

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

MetricIVVOAIW
Expense Ratio0.03%Best0.59%
AUM$876.4B$4M
Dividend Yield1.06%0.00%
Holdings50825
YTD Return+12.01%Best-6.11%
1Y Return+16.48%-
3Y Return (annualized)+21.21%-
5Y Return (annualized)+12.95%-
Top 10 Weight37.8%Best63.8%
Fund FamilyiShares by BlackRock (US)Harbor Funds
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Aug 12, 2026

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

IVV vs OAIW 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 OAIW Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and OpenAI Lab Ecosystem ETF (OAIW) is an ETF from Harbor Funds. Year to date, IVV is up 12.01% versus a loss of 6.11% for OAIW.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while OAIW charges 0.59%. On a $10,000 position that is $3 vs $59 annually, a gap of $56 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for OAIW.

Holdings Overlap

IVV already in OAIW23.4%
OAIW already in IVV53.4%

23.4% of IVV's money is in holdings OAIW also owns. 53.4% of OAIW's money is in holdings IVV also owns.

The two portfolios partly overlap.

13 positions in common, counted across the 490 positions we hold weights for in IVV and 25 in OAIW, against full books of 508 and 25.

What only one of them owns

Our book lists 7 positions for OAIW that do not appear in our book for IVV (23.0% of the fund), and 469 for IVV that do not appear in OAIW (75.3%).

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

StockWeight in IVVWeight in OAIWDifference
MSFTMicrosoft Corp5.69%8.92%3.23%
NVDANvidia Corp8.07%4.64%3.43%
AMZNAmazon.Com Inc3.84%7.31%3.47%
ORCLOracle Corp - Common0.38%7.79%7.41%
AVGOBroadcom Inc2.65%4.78%2.13%
AMDAdvanced Micro Devices Inc1.16%2.92%1.76%
WECWec Energy Group Inc.0.05%3.84%3.79%
GLWCorning Inc.0.18%2.43%2.25%
SNPSSynopsys0.13%2.42%2.29%
BXBlackstone Group Inc. Class A0.16%2.28%2.12%

53.4% of OAIW 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.

IVVOAIW

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or OAIW?

IVV has an expense ratio of 0.03% while OAIW charges 0.59%. IVV is the cheaper option, by $56 a year on a $10,000 investment.

What is the holdings overlap between IVV and OAIW?

53.4% of OAIW's money is in holdings IVV also owns. 53.4% of OAIW's is in holdings IVV also owns. They hold 13 positions in common, counted across the 490 positions we hold weights for in IVV and 25 in OAIW.

Which pays a higher dividend, IVV or OAIW?

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

Is OAIW 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 63.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.