IVV vs SGRW
iShares Core S&P 500 ETF vs Harbor Active Small Cap Growth ETF
Which is better, IVV or SGRW?
Large Cap Blend against Small Cap Blend.
IVV has a lower expense ratio. SGRW is less concentrated, with 23.4% of the fund in its ten largest positions against 37.9%.
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
| Metric | IVV | SGRW |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.80% |
| AUM | $876.4B | $28M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 139 |
| YTD Return | +11.57% | +21.86%Best |
| 1Y Return | +17.57% | - |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Top 10 Weight | 37.9% | 23.4%Best |
| Fund Family | iShares by BlackRock (US) | Harbor Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Blend |
| Inception | May 15, 2000 | Jan 14, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs SGRW 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 SGRW Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Harbor Active Small Cap Growth ETF (SGRW) is an ETF from Harbor Funds. Year to date, IVV is up 11.57% versus a gain of 21.86% for SGRW.
Past performance does not guarantee future results.
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. On income, IVV currently yields 1.06% against 0.00% for SGRW.
Holdings Overlap
0.8% of SGRW's money is in holdings IVV also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 505 positions we hold weights for in IVV and 134 in SGRW, against full books of 508 and 139.
What only one of them owns
Our book lists 126 positions for SGRW that do not appear in our book for IVV (92.2% of the fund), and 494 for IVV that do not appear in SGRW (99.3%).
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
| Stock | Weight in IVV | Weight in SGRW | Difference |
|---|---|---|---|
| GNRCGenerac Holdings, Inc. | 0.02% | 0.75% | 0.73% |
You are not choosing between two funds in isolation.
Whichever of IVV and SGRW you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $77 a year on a $10,000 investment.
Which pays a higher dividend, IVV or SGRW?
IVV yields 1.06% while SGRW yields 0.00%, so IVV currently pays the higher dividend yield.
Is SGRW better than IVV?
IVV has a lower expense ratio. SGRW is less concentrated, with 23.4% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.