IVV vs SGRW
iShares Core S&P 500 ETF vs Harbor Active Small Cap Growth ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SGRW | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.80% | |
| AUM | $907.0B | $29M | |
| Dividend Yield | 1.10% | - | |
| Holdings | 508 | 143 | |
| YTD Return | +12.71% | +30.50% | |
| 1Y Return | +21.89% | - | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -16.3% | |
| Fund Family | iShares by BlackRock (US) | Harbor Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 14, 2026 |
IVV vs SGRW Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Harbor Active Small Cap Growth ETF (SGRW) is a ETF from Harbor Funds. Year to date, IVV is up 12.71% versus a gain of 30.50% for SGRW.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -16.3% for SGRW. 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 SGRW charges 0.80%. On a $10,000 position that is $3 vs $80 annually, a gap of $77 per year that compounds over a long holding period.
Holdings Overlap
IVV and SGRW share 1 holdings out of 642 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SGRW | Difference |
|---|---|---|---|
| GNRC | 0.02% | 0.78% | 0.76% |
Frequently Asked Questions
Which is cheaper, IVV or SGRW?
IVV has an expense ratio of 0.03% while SGRW charges 0.80%. IVV is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
What is the holdings overlap between IVV and SGRW?
IVV and SGRW share 1 common holdings with a 0.0% weight overlap. Combined, they hold 642 unique securities.
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