IVV vs QGRW
iShares Core S&P 500 ETF vs WisdomTree US Quality Growth Fund
Quick Verdict
IVV has a lower expense ratio. QGRW delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | QGRW | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.28% | |
| AUM | $907.0B | $3.0B | |
| Dividend Yield | 1.10% | 0.08% | |
| Holdings | 508 | 100 | |
| YTD Return | +12.28% | +13.45% | |
| 1Y Return | +20.94% | +23.79% | |
| 3Y Return (annualized) | +21.81% | +27.45% | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 18.1% | |
| Max Drawdown | -56.5% | -24.4% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 15, 2022 |
IVV vs QGRW Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WisdomTree US Quality Growth Fund (QGRW) is a ETF from WisdomTree Investments. Over the past year IVV returned +20.94% while QGRW returned +23.79%. Year to date, IVV is up 12.28% versus a gain of 13.45% for QGRW.
Over three years, IVV compounded at +21.81% per year against +27.45% for QGRW. Across the full 4-year window we track, QGRW has the edge at +31.71% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QGRW has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.1% 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 -56.5% for IVV and -24.4% for QGRW. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.92. 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 QGRW charges 0.28%. On a $10,000 position that is $3 vs $28 annually, a gap of $25 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.08% for QGRW.
Holdings Overlap
IVV and QGRW share 75 holdings out of 528 unique holdings combined, representing a 47.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or QGRW?
IVV has an expense ratio of 0.03% while QGRW charges 0.28%. IVV is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, IVV or QGRW?
Over the past year IVV returned +20.94% vs +23.79% for QGRW, so QGRW leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +6.98% vs +31.71% for QGRW. Past performance does not guarantee future results.
Which is riskier, IVV or QGRW?
QGRW has been the more volatile fund at 18.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs QGRW -24.4%.
Should I hold both IVV and QGRW?
IVV and QGRW have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and QGRW?
IVV and QGRW share 75 common holdings with a 47.7% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, IVV or QGRW?
IVV yields 1.10% while QGRW yields 0.08%, so IVV currently pays the higher dividend yield.
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