IVV vs XWNG

IVV vs XWNG

Which is better, IVV or XWNG?

Large Cap Blend against Mid Cap Blend.

IVV has a lower expense ratio.

Lower Fees: 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

MetricIVVXWNG
Expense Ratio0.03%Best0.49%
AUM$896.5B$1M
Dividend Yield1.10%0.00%
Holdings50811
YTD Return+13.59%Best-14.94%
1Y Return+17.54%-
3Y Return (annualized)+22.46%-
5Y Return (annualized)+13.28%-
Fund FamilyiShares by BlackRock (US)Amplify ETFs
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Blend
InceptionMay 15, 2000Aug 19, 2026

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

IVV vs XWNG 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 XWNG Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Amplify Top 10 Space ETF (XWNG) is an ETF from Amplify ETFs. Year to date, IVV is up 13.59% versus a loss of 14.94% for XWNG.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while XWNG charges 0.49%. On a $10,000 position that is $3 vs $49 annually, a gap of $46 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for XWNG.

Holdings Overlap

We hold position weights for 506 holdings in IVV and 11 in XWNG, totalling 99.9% and 82.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 506 positions we hold weights for in IVV and 11 in XWNG, against full books of 508 and 11.

You are not choosing between two funds in isolation.

Whichever of IVV and XWNG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVXWNG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or XWNG?

IVV has an expense ratio of 0.03% while XWNG charges 0.49%. IVV is the cheaper option, by $46 a year on a $10,000 investment.

Which pays a higher dividend, IVV or XWNG?

IVV yields 1.10% while XWNG yields 0.00%, so IVV currently pays the higher dividend yield.

Is XWNG better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.