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 led over 1Y. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 65.7%.

Lower Fees: IVVHigher Returns (1Y): 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$896.5B$37M
Dividend Yield1.10%0.02%
Holdings50886
YTD Return+13.59%Best+8.27%
1Y Return+17.54%Best+11.70%
3Y Return (annualized)+22.46%-
5Y Return (annualized)+13.28%-
Top 10 Weight38.9%Best65.7%
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). Over the past year IVV returned +17.54% while VUSG returned +11.70%. Year to date, IVV is up 13.59% versus a gain of 8.27% 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 1.10% against 0.02% for VUSG.

Holdings Overlap

IVV already in VUSG42.8%
VUSG already in IVV80.5%

42.8% of IVV's money is in holdings VUSG also owns. 80.5% 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.

23 positions in common, counted across the 506 positions we hold weights for in IVV and 44 in VUSG, against full books of 508 and 86.

What only one of them owns

Our book lists 15 positions for VUSG that do not appear in our book for IVV (12.5% of the fund), and 477 for IVV that do not appear in VUSG (56.7%).

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 Corp8.44%17.31%8.87%
GOOGLAlphabet Inc3.00%11.80%8.80%
MSFTMicrosoft Corp5.76%7.00%1.24%
AAPLApple, Inc7.29%5.11%2.18%
AVGOBroadcom Inc2.47%5.09%2.62%
MUMicron Technology, Inc.1.87%5.31%3.44%
AMZNAmazon.Com Inc3.68%2.14%1.54%
AMDAdvanced Micro Devices Inc1.52%4.25%2.73%
METAMeta Platforms Inc2.42%2.71%0.29%
LLYEli Lilly & Co.1.39%3.73%2.34%

80.5% 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.

Which performed better, IVV or VUSG?

Over the past year IVV returned +17.54% vs +11.70% for VUSG, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between IVV and VUSG?

80.5% of VUSG's money is in holdings IVV also owns. 80.5% of VUSG's is in holdings IVV also owns. They hold 23 positions in common, counted across the 506 positions we hold weights for in IVV and 44 in VUSG.

Which pays a higher dividend, IVV or VUSG?

IVV yields 1.10% 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 led over 1Y. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 65.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.