IVV vs REMC

IVV vs REMC

Which is better, IVV or REMC?

Large Cap Blend against Mid Cap Blend.

IVV has a lower expense ratio. REMC is less concentrated, with 15.6% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVLess Concentrated: REMC

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

MetricIVVREMC
Expense Ratio0.03%Best0.32%
AUM$876.4B-
Dividend Yield1.06%0.07%
Holdings508281
YTD Return+11.03%+12.60%Best
1Y Return+15.62%-
3Y Return (annualized)+20.81%-
5Y Return (annualized)+12.61%-
Top 10 Weight37.8%15.6%Best
Fund FamilyiShares by BlackRock (US)Columbia Threadneedle Investments
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Blend
InceptionMay 15, 2000Dec 11, 2025

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

IVV vs REMC 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 REMC Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Columbia Research Enhanced Mid Cap ETF (REMC) is an ETF from Columbia Threadneedle Investments. Year to date, IVV is up 11.03% versus a gain of 12.60% for REMC.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while REMC charges 0.32%. On a $10,000 position that is $3 vs $32 annually, a gap of $29 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.07% for REMC.

Holdings Overlap

IVV already in REMC4.0%
REMC already in IVV56.6%

4.0% of IVV's money is in holdings REMC also owns. 56.6% of REMC's money is in holdings IVV also owns.

The two portfolios partly overlap.

97 positions in common, counted across the 490 positions we hold weights for in IVV and 279 in REMC, against full books of 508 and 281.

What only one of them owns

Our book lists 174 positions for REMC that do not appear in our book for IVV (39.7% of the fund), and 387 for IVV that do not appear in REMC (94.7%).

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 REMCDifference
PSXPhillips 660.15%2.53%2.38%
SPGSimon Property Group Inc0.10%1.54%1.44%
ALLAllstate Corp.0.10%1.47%1.37%
DDOGDatadog Inc0.12%1.30%1.18%
FIXComfort Systems USA Inc.0.08%1.32%1.24%
CAHCardinal Health Inc.0.08%1.27%1.19%
DALDl Co., Ltd.0.08%1.20%1.12%
BDXBecton Dickinson And Co.0.08%1.17%1.09%
STTState Street Corp.0.08%1.14%1.06%
FFord Motor Credit0.08%1.11%1.03%

56.6% of REMC 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.

IVVREMC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or REMC?

IVV has an expense ratio of 0.03% while REMC charges 0.32%. IVV is the cheaper option, by $29 a year on a $10,000 investment.

What is the holdings overlap between IVV and REMC?

56.6% of REMC's money is in holdings IVV also owns. 56.6% of REMC's is in holdings IVV also owns. They hold 97 positions in common, counted across the 490 positions we hold weights for in IVV and 279 in REMC.

Which pays a higher dividend, IVV or REMC?

IVV yields 1.06% while REMC yields 0.07%, so IVV currently pays the higher dividend yield.

Is REMC better than IVV?

IVV has a lower expense ratio. REMC is less concentrated, with 15.6% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.