IVW vs VOOG

IVW vs VOOG

Which is better, IVW or VOOG?

Nearly the same fund. VOOG costs less.

VOOG has a lower expense ratio. VOOG led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 1.00.

Lower Fees: VOOGHigher Returns: VOOG

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

MetricIVWVOOG
Expense Ratio0.18%0.07%Best
AUM$71.0B$26.6B
Dividend Yield0.35%0.47%
Holdings311163
YTD Return+7.31%+7.37%Best
1Y Return+6.58%+6.63%Best
3Y Return (annualized)+23.79%+23.89%Best
5Y Return (annualized)+10.95%+11.03%Best
Volatility (annualized)15.5%Tie15.5%Tie
Max Drawdown-32.7%Tie-32.7%Tie
$10,000 over 5 years$16,813$16,873Best
Top 10 Weight60.1%Tie60.1%Tie
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 22, 2000Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Nov 10, 2026 (16.2 years).

IVW vs VOOG 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 covers the 16.2 years both funds cover.

Compare IVW against instead:IVW vs SPYIVW vs QQQIVW vs VOOIVW vs VTIVOOG against:VOOG vs VXUS

IVW vs VOOG Performance

iShares S&P 500 Growth ETF (IVW) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 Growth ETF (VOOG) is an ETF from Vanguard (US). Over the past year IVW returned +6.58% while VOOG returned +6.63%. Year to date, IVW is up 7.31% versus a gain of 7.37% for VOOG.

Over three years, IVW compounded at +23.79% per year against +23.89% for VOOG; over five years the annualized figures are +10.95% and +11.03% respectively. Across the full 16-year window we track, VOOG has the edge at +15.13% annualized vs +15.02%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVW and VOOG have been equally volatile, both at 15.5% annualized.

The deepest peak-to-trough decline in our data was -32.7% for IVW and -32.7% for VOOG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IVW charges 0.18% per year while VOOG charges 0.07%. On a $10,000 position that is $18 vs $7 annually, a gap of $11 per year that compounds over a long holding period. On income, IVW currently yields 0.35% against 0.47% for VOOG.

Holdings Overlap

IVW already in VOOG99.6%
VOOG already in IVW99.6%

99.6% of IVW's money is in holdings VOOG also owns. 99.6% of VOOG's money is in holdings IVW also owns.

Most of IVW is already inside VOOG. Owning both mostly buys the same companies twice.

149 positions in common, counted across the 153 positions we hold weights for in IVW and 153 in VOOG, against full books of 311 and 163.

What only one of them owns

Our book lists 2 positions for VOOG that do not appear in our book for IVW (0.1% of the fund), and 3 for IVW that do not appear in VOOG (0.3%).

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 IVWWeight in VOOGDifference
NVDANvidia Corp14.57%14.99%0.42%
MSFTMicrosoft Corp10.78%10.33%0.45%
AAPLApple Inc6.81%6.59%0.22%
GOOGLAlphabet Inc5.55%5.48%0.07%
AVGOBroadcom Inc4.48%4.53%0.05%
GOOGAlphabet Inc. C4.44%4.39%0.05%
METAMeta Platforms Inc4.42%4.34%0.08%
AMZNAmazon.Com Inc3.59%3.52%0.07%
MUMicron Technology, Inc.2.81%3.26%0.45%
AMDAdvanced Micro Devices Inc2.53%2.71%0.18%

99.6% of IVW is already inside VOOG.

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

IVWVOOG

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Frequently Asked Questions

Which is cheaper, IVW or VOOG?

IVW has an expense ratio of 0.18% while VOOG charges 0.07%. VOOG is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, IVW or VOOG?

Over the past year IVW returned +6.58% vs +6.63% for VOOG, so VOOG leads on 1-year performance. Over the longest common window we track (16 years), IVW annualized +15.02% vs +15.13% for VOOG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVW or VOOG?

IVW and VOOG have been equally volatile, both at 15.5% annualized. Worst drawdown: IVW -32.7% vs VOOG -32.7%.

Should I hold both IVW and VOOG?

IVW and VOOG have a monthly-return correlation of 1.00, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between IVW and VOOG?

99.6% of IVW's money is in holdings VOOG also owns. 99.6% of VOOG's is in holdings IVW also owns. They hold 149 positions in common, counted across the 153 positions we hold weights for in IVW and 153 in VOOG.

Which pays a higher dividend, IVW or VOOG?

IVW yields 0.35% while VOOG yields 0.47%, so VOOG currently pays the higher dividend yield.

Is VOOG better than IVW?

VOOG has a lower expense ratio. VOOG led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 1.00. Which one suits a particular account depends on what it is for. This is information, not a recommendation.