IVV vs VUSG

IVV vs VUSG

Which is better, IVV or VUSG?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 64.4%.

Lower Fees: IVVLess Concentrated: IVV

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

MetricIVVVUSG
Expense Ratio0.03%Best0.35%
AUM$876.4B$32M
Dividend Yield1.06%0.02%
Holdings50843
YTD Return+13.32%Best+9.55%
1Y Return+17.08%-
3Y Return (annualized)+22.72%-
5Y Return (annualized)+13.20%-
Top 10 Weight37.8%Best64.4%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Nov 14, 2025

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

IVV vs VUSG 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 VUSG Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Vanguard Wellington US Growth Active ETF (VUSG) is an ETF from Vanguard (US). Year to date, IVV is up 13.32% versus a gain of 9.55% for VUSG.

Past performance does not guarantee future results.

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 1.06% against 0.02% for VUSG.

Holdings Overlap

IVV already in VUSG40.3%
VUSG already in IVV77.6%

40.3% of IVV's money is in holdings VUSG also owns. 77.6% of VUSG's money is in holdings IVV also owns.

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

20 positions in common, counted across the 490 positions we hold weights for in IVV and 42 in VUSG, against full books of 508 and 43.

What only one of them owns

Our book lists 16 positions for VUSG that do not appear in our book for IVV (14.1% of the fund), and 462 for IVV that do not appear in VUSG (58.3%).

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 VUSGDifference
NVDANvidia Corp8.07%17.30%9.23%
GOOGLAlphabet Inc,class A3.00%12.07%9.07%
MSFTMicrosoft Corp5.69%7.00%1.31%
AAPLApple, Inc7.02%4.36%2.66%
AVGOBroadcom Inc2.65%5.48%2.83%
MUMicron Technology, Inc.1.63%4.92%3.29%
AMZNAmazon.Com Inc3.84%2.26%1.58%
LLYEli Lilly & Co.1.38%3.94%2.56%
AMDAdvanced Micro Devices Inc1.16%3.19%2.03%
METAMeta Platforms Inc1.90%2.30%0.40%

77.6% of VUSG 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.

IVVVUSG

Free for up to 10 holdings. No account needed.

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, by $32 a year on a $10,000 investment.

What is the holdings overlap between IVV and VUSG?

77.6% of VUSG's money is in holdings IVV also owns. 77.6% of VUSG's is in holdings IVV also owns. They hold 20 positions in common, counted across the 490 positions we hold weights for in IVV and 42 in VUSG.

Which pays a higher dividend, IVV or VUSG?

IVV yields 1.06% while VUSG yields 0.02%, so IVV currently pays the higher dividend yield.

Is VUSG better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 64.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.