IVV vs VTG

IVV vs VTG
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Quick Verdict

IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: TiedHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVVTGWinner
Expense Ratio0.03%0.03%
AUM$907.0B$147M
Dividend Yield1.10%3.56%
Holdings508286
YTD Return+13.22%-0.01%
1Y Return+21.62%+2.05%
3Y Return (annualized)+22.17%-
5Y Return (annualized)+13.42%-
Volatility (annualized)15.1%3.2%
Max Drawdown-56.5%-2.9%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityFixed Income
InceptionMay 15, 2000Jul 7, 2025

IVV vs VTG Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Total Treasury ETF (VTG) is a ETF from Vanguard (US). Over the past year IVV returned +21.62% while VTG returned +2.05%. Year to date, IVV is up 13.22% versus a loss of 0.01% for VTG.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.2% for VTG. 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 -2.9% for VTG. 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 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while VTG charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, IVV currently yields 1.10% against 3.56% for VTG.

Holdings Overlap

0.0%overlap

IVV and VTG share 0 holdings out of 739 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or VTG?

IVV has an expense ratio of 0.03% while VTG charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, IVV or VTG?

Over the past year IVV returned +21.62% vs +2.05% for VTG, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.02% vs +2.51% for VTG. Past performance does not guarantee future results.

Which is riskier, IVV or VTG?

IVV has been the more volatile fund at 15.1% annualized versus 3.2% for VTG. Worst drawdown: IVV -56.5% vs VTG -2.9%.

Should I hold both IVV and VTG?

IVV and VTG have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and VTG?

IVV and VTG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 739 unique securities.

Which pays a higher dividend, IVV or VTG?

IVV yields 1.10% while VTG yields 3.56%, so VTG currently pays the higher dividend yield.

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