IVV vs VUSV

IVV vs VUSV

Which is better, IVV or VUSV?

Large Cap Blend against Large Cap Value.

IVV has a lower expense ratio. VUSV is less concentrated, with 27.6% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVLess Concentrated: VUSV

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

MetricIVVVUSV
Expense Ratio0.03%Best0.30%
AUM$876.4B$82M
Dividend Yield1.06%0.17%
Holdings50880
YTD Return+13.32%Best+10.09%
1Y Return+17.08%-
3Y Return (annualized)+22.72%-
5Y Return (annualized)+13.20%-
Top 10 Weight37.8%27.6%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMay 15, 2000Nov 14, 2025

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

IVV vs VUSV 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 VUSV Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Vanguard Wellington US Value Active ETF (VUSV) is an ETF from Vanguard (US). Year to date, IVV is up 13.32% versus a gain of 10.09% for VUSV.

Past performance does not guarantee future results.

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 1.06% against 0.17% for VUSV.

Holdings Overlap

IVV already in VUSV28.8%
VUSV already in IVV69.4%

28.8% of IVV's money is in holdings VUSV also owns. 69.4% of VUSV's money is in holdings IVV also owns.

The two portfolios partly overlap.

54 positions in common, counted across the 490 positions we hold weights for in IVV and 83 in VUSV, against full books of 508 and 80.

What only one of them owns

Our book lists 21 positions for VUSV that do not appear in our book for IVV (21.5% of the fund), and 429 for IVV that do not appear in VUSV (69.9%).

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 VUSVDifference
MSFTMicrosoft Corp5.69%6.14%0.45%
AMZNAmazon.Com Inc3.84%5.53%1.69%
NVDANvidia Corp8.07%0.92%7.15%
GOOGAlphabet Inc2.39%1.43%0.96%
MRKMerck & Company Inc0.55%2.66%2.11%
AVGOBroadcom Inc2.65%0.27%2.38%
MSMorgan Stanley0.39%2.15%1.76%
CBChubb Ltd Common Stock Usd 24.150.18%2.12%1.94%
WFCWells Fargo & Co.0.40%1.62%1.22%
UNHUnitedhealth Group Incorporated0.53%1.45%0.92%

69.4% of VUSV 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.

IVVVUSV

Free for up to 10 holdings. No account needed.

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, by $27 a year on a $10,000 investment.

What is the holdings overlap between IVV and VUSV?

69.4% of VUSV's money is in holdings IVV also owns. 69.4% of VUSV's is in holdings IVV also owns. They hold 54 positions in common, counted across the 490 positions we hold weights for in IVV and 83 in VUSV.

Which pays a higher dividend, IVV or VUSV?

IVV yields 1.06% while VUSV yields 0.17%, so IVV currently pays the higher dividend yield.

Is VUSV better than IVV?

IVV has a lower expense ratio. VUSV is less concentrated, with 27.6% 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.