IVV vs VSGX
iShares Core S&P 500 ETF vs Vanguard ESG International Stock ETF
Which is better, IVV or VSGX?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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
| Metric | IVV | VSGX |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.10% |
| AUM | $896.5B | $6.7B |
| Dividend Yield | 1.10% | 3.00% |
| Holdings | 508 | 6,688 |
| YTD Return | +13.90%Best | +9.50% |
| 1Y Return | +17.37%Best | +13.71% |
| 3Y Return (annualized) | +22.55%Best | +18.79% |
| 5Y Return (annualized) | +13.17%Best | +7.17% |
| Volatility (annualized) | 16.8% | 16.2%Best |
| Max Drawdown | -33.9% | -33.1%Best |
| $10,000 over 5 years | $18,563Best | $14,137 |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Sep 18, 2018 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 20, 2018 to Oct 15, 2026 (8.1 years).
IVV vs VSGX 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 8.1 years both funds cover.
IVV vs VSGX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Vanguard ESG International Stock ETF (VSGX) is an ETF from Vanguard (US). Over the past year IVV returned +17.37% while VSGX returned +13.71%. Year to date, IVV is up 13.90% versus a gain of 9.50% for VSGX.
Over three years, IVV compounded at +22.55% per year against +18.79% for VSGX; over five years the annualized figures are +13.17% and +7.17% respectively. Across the full 8-year window we track, IVV has the edge at +13.80% annualized vs +7.96%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 16.2% for VSGX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.9% for IVV and -33.1% for VSGX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while VSGX charges 0.10%. On a $10,000 position that is $3 vs $10 annually, a gap of $7 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.00% for VSGX.
Holdings Overlap
At least 0.1% of IVV's money is in holdings VSGX also owns.
Stated as a floor: for VSGX, our book for it covers 91.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 506 positions we hold weights for in IVV and 6,277 in VSGX, against full books of 508 and 6,688.
Top Shared Holdings
| Stock | Weight in IVV | Weight in VSGX | Difference |
|---|---|---|---|
| HBANHuntington Bancshares Inc./Oh | 0.05% | 0.06% | 0.01% |
You are not choosing between two funds in isolation.
Whichever of IVV and VSGX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or VSGX?
IVV has an expense ratio of 0.03% while VSGX charges 0.10%. IVV is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, IVV or VSGX?
Over the past year IVV returned +17.37% vs +13.71% for VSGX, so IVV leads on 1-year performance. Over the longest common window we track (8 years), IVV annualized +13.80% vs +7.96% for VSGX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or VSGX?
IVV has been the more volatile fund at 16.8% annualized versus 16.2% for VSGX. Worst drawdown: IVV -33.9% vs VSGX -33.1%.
Should I hold both IVV and VSGX?
IVV and VSGX have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or VSGX?
IVV yields 1.10% while VSGX yields 3.00%, so VSGX currently pays the higher dividend yield.
Is VSGX better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.