IVV vs VUS

IVV vs VUS

Which is better, IVV or VUS?

Large Cap Blend against Large Cap Value.

IVV has a lower expense ratio. VUS is less concentrated, with 31.7% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVLess Concentrated: VUS

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

MetricIVVVUS
Expense Ratio0.03%Best0.25%
AUM$876.4B$17M
Dividend Yield1.06%1.29%
Holdings50895
YTD Return+14.14%+19.59%Best
1Y Return+17.30%-
3Y Return (annualized)+23.04%-
5Y Return (annualized)+13.63%-
Top 10 Weight37.8%31.7%Best
Fund FamilyiShares by BlackRock (US)Virtus Investment Partners
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMay 15, 2000Dec 2, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs VUS 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 VUS Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Virtus US Dividend ETF (VUS) is an ETF from Virtus Investment Partners. Year to date, IVV is up 14.14% versus a gain of 19.59% for VUS.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while VUS charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.29% for VUS.

Holdings Overlap

IVV already in VUS50.3%
VUS already in IVV71.3%

50.3% of IVV's money is in holdings VUS also owns. 71.3% of VUS's money is in holdings IVV also owns.

Most of VUS is already inside IVV. Owning both mostly buys the same companies twice.

53 positions in common, counted across the 490 positions we hold weights for in IVV and 93 in VUS, against full books of 508 and 95.

What only one of them owns

Our book lists 32 positions for VUS that do not appear in our book for IVV (21.7% of the fund), and 429 for IVV that do not appear in VUS (48.3%).

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

StockWeight in IVVWeight in VUSDifference
NVDANvidia Corp8.07%5.95%2.12%
AAPLApple, Inc7.02%6.35%0.67%
MSFTMicrosoft Corp5.69%3.95%1.74%
AMZNAmazon.Com Inc3.84%2.22%1.62%
AVGOBroadcom Inc2.65%3.19%0.54%
GOOGLAlphabet Inc,class A3.00%1.63%1.37%
MUMicron Technology, Inc.1.63%2.58%0.95%
JPMJpmorgan Chase1.44%2.18%0.74%
GOOGAlphabet Inc2.39%1.07%1.32%
JNJJohnson & Johnson - Common0.97%2.08%1.11%

71.3% of VUS is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVVUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or VUS?

IVV has an expense ratio of 0.03% while VUS charges 0.25%. IVV is the cheaper option, by $22 a year on a $10,000 investment.

What is the holdings overlap between IVV and VUS?

71.3% of VUS's money is in holdings IVV also owns. 71.3% of VUS's is in holdings IVV also owns. They hold 53 positions in common, counted across the 490 positions we hold weights for in IVV and 93 in VUS.

Which pays a higher dividend, IVV or VUS?

IVV yields 1.06% while VUS yields 1.29%, so VUS currently pays the higher dividend yield.

Is VUS better than IVV?

IVV has a lower expense ratio. VUS is less concentrated, with 31.7% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.