IVV vs VEGN
iShares Core S&P 500 ETF vs US Vegan Climate ETF
Quick Verdict
IVV has a lower expense ratio. VEGN delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | VEGN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.60% | |
| AUM | $907.0B | $189M | |
| Dividend Yield | 1.10% | 0.52% | |
| Holdings | 508 | 263 | |
| YTD Return | +14.29% | +29.83% | |
| 1Y Return | +21.79% | +40.20% | |
| 3Y Return (annualized) | +22.19% | +27.57% | |
| 5Y Return (annualized) | +13.28% | +15.03% | |
| Volatility (annualized) | 15.1% | 20.9% | |
| Max Drawdown | -56.5% | -34.4% | |
| Fund Family | iShares by BlackRock (US) | Beyond Invesing | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 9, 2019 |
IVV vs VEGN Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and US Vegan Climate ETF (VEGN) is a ETF from Beyond Invesing. Over the past year IVV returned +21.79% while VEGN returned +40.20%. Year to date, IVV is up 14.29% versus a gain of 29.83% for VEGN.
Over three years, IVV compounded at +22.19% per year against +27.57% for VEGN; over five years the annualized figures are +13.28% and +15.03% respectively. Across the full 7-year window we track, VEGN has the edge at +18.59% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VEGN has been the more volatile fund, with annualized monthly volatility of 20.9% 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 -34.4% for VEGN. 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 0.93. 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 VEGN charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.52% for VEGN.
Holdings Overlap
IVV and VEGN share 13 holdings out of 513 unique holdings combined, representing a 7.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or VEGN?
IVV has an expense ratio of 0.03% while VEGN charges 0.60%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, IVV or VEGN?
Over the past year IVV returned +21.79% vs +40.20% for VEGN, so VEGN leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +7.06% vs +18.59% for VEGN. Past performance does not guarantee future results.
Which is riskier, IVV or VEGN?
VEGN has been the more volatile fund at 20.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs VEGN -34.4%.
Should I hold both IVV and VEGN?
IVV and VEGN have a monthly-return correlation of 0.93, 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 VEGN?
IVV and VEGN share 13 common holdings with a 7.9% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, IVV or VEGN?
IVV yields 1.10% while VEGN yields 0.52%, so IVV currently pays the higher dividend yield.
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