IVV vs OSCG

IVV vs OSCG

Which is better, IVV or OSCG?

Large Cap Blend against Trading-Leveraged Equity.

IVV has a lower expense ratio.

Lower Fees: 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

MetricIVVOSCG
Expense Ratio0.03%Best0.75%
AUM$876.4B$1M
Dividend Yield1.06%0.00%
Holdings5086
Fund FamilyiShares by BlackRock (US)Leverage Shares
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000Nov 5, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 52 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Sep 18, 2026 and OSCG through Jul 28, 2026.

Fees and Cost Over Time

IVV charges 0.03% per year while OSCG charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for OSCG.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 1 in OSCG, totalling 99.3% and 14.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 62 days apart, IVV as of Aug 31, 2026 and OSCG as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 490 positions we hold weights for in IVV and 1 in OSCG, against full books of 508 and 6.

You are not choosing between two funds in isolation.

Whichever of IVV and OSCG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVOSCG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or OSCG?

IVV has an expense ratio of 0.03% while OSCG charges 0.75%. IVV is the cheaper option, by $72 a year on a $10,000 investment.

Which pays a higher dividend, IVV or OSCG?

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

Is OSCG better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.