IVV vs VUSG
iShares Core S&P 500 ETF vs Vanguard Wellington US Growth Active ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | VUSG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.35% | |
| AUM | $886.7B | $32M | |
| Dividend Yield | 1.10% | 0.02% | |
| Holdings | 508 | 43 | |
| YTD Return | +12.13% | +6.13% | |
| 1Y Return | +20.37% | - | |
| 3Y Return (annualized) | +20.91% | - | |
| 5Y Return (annualized) | +12.59% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -15.1% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 14, 2025 |
IVV vs VUSG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Wellington US Growth Active ETF (VUSG) is a ETF from Vanguard (US). Year to date, IVV is up 12.13% versus a gain of 6.13% for VUSG.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -15.1% for VUSG. 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 VUSG charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.02% for VUSG.
Holdings Overlap
IVV and VUSG share 20 holdings out of 528 unique holdings combined, representing a 36.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or VUSG?
IVV has an expense ratio of 0.03% while VUSG charges 0.35%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
What is the holdings overlap between IVV and VUSG?
IVV and VUSG share 20 common holdings with a 36.2% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, IVV or VUSG?
IVV yields 1.10% while VUSG yields 0.02%, so IVV currently pays the higher dividend yield.
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