Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVVDIGWinner
Expense Ratio0.03%0.40%
AUM$865.2B$28M
Dividend Yield1.09%0.13%
Holdings50832
YTD Return+13.80%+6.26%
1Y Return+23.70%-
3Y Return (annualized)+21.49%-
5Y Return (annualized)+13.43%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-11.2%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 15, 2000Nov 14, 2025

IVV vs VDIG Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Wellington Dividend Growth Active ETF (VDIG) is a ETF from Vanguard (US). Year to date, IVV is up 13.80% versus a gain of 6.26% for VDIG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -11.2% for VDIG. 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 VDIG charges 0.40%. On a $10,000 position that is $3 vs $40 annually, a gap of $37 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.13% for VDIG.

Holdings Overlap

24.5%overlap

IVV and VDIG share 37 holdings out of 508 unique holdings combined, representing a 24.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in VDIGDifference
AAPL7.44%3.53%3.91%
MSFT4.57%4.98%0.41%
AVGO2.83%6.48%3.65%
LLYProProPro
GOOGLProProPro
MAProProPro
TXNProProPro
VProProPro
LIN:IEProProPro
WFCProProPro
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Frequently Asked Questions

Which is cheaper, IVV or VDIG?

IVV has an expense ratio of 0.03% while VDIG charges 0.40%. IVV is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

What is the holdings overlap between IVV and VDIG?

IVV and VDIG share 37 common holdings with a 24.5% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, IVV or VDIG?

IVV yields 1.09% while VDIG yields 0.13%, so IVV currently pays the higher dividend yield.

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