IVV vs VUSV

IVV vs VUSV
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVVUSVWinner
Expense Ratio0.03%0.30%
AUM$886.7B$82M
Dividend Yield1.10%0.18%
Holdings50880
YTD Return+12.13%+12.93%
1Y Return+20.37%-
3Y Return (annualized)+20.91%-
5Y Return (annualized)+12.59%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-7.1%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 15, 2000Nov 14, 2025

IVV vs VUSV Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Wellington US Value Active ETF (VUSV) is a ETF from Vanguard (US). Year to date, IVV is up 12.13% versus a gain of 12.93% for VUSV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -7.1% for VUSV. 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 VUSV charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.18% for VUSV.

Holdings Overlap

17.3%overlap

IVV and VUSV share 50 holdings out of 531 unique holdings combined, representing a 17.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in VUSVDifference
MSFT5.44%4.94%0.50%
NVDA7.98%1.45%6.53%
AMZN4.01%5.09%1.08%
GOOGProProPro
AVGOProProPro
MRKProProPro
CBProProPro
MSProProPro
UNHProProPro
MTBProProPro
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Frequently Asked Questions

Which is cheaper, IVV or VUSV?

IVV has an expense ratio of 0.03% while VUSV charges 0.30%. IVV is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

What is the holdings overlap between IVV and VUSV?

IVV and VUSV share 50 common holdings with a 17.3% weight overlap. Combined, they hold 531 unique securities.

Which pays a higher dividend, IVV or VUSV?

IVV yields 1.10% while VUSV yields 0.18%, so IVV currently pays the higher dividend yield.

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