ACGR vs IVV
ACGR vs IVV
American Century Large Cap Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ACGR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $10M | $865.2B | |
| Dividend Yield | 0.12% | 1.09% | |
| Holdings | 84 | 508 | |
| YTD Return | +8.03% | +13.80% | |
| 1Y Return | +14.88% | +23.70% | |
| 3Y Return (annualized) | +19.60% | +21.49% | |
| 5Y Return (annualized) | +11.43% | +13.43% | |
| Volatility (annualized) | 19.5% | 15.1% | |
| Max Drawdown | -34.5% | -56.5% | |
| Fund Family | American Century Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 29, 2021 | May 15, 2000 |
ACGR vs IVV Performance
American Century Large Cap Growth ETF (ACGR) is a ETF from American Century Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ACGR returned +14.88% while IVV returned +23.70%. Year to date, ACGR is up 8.03% versus a gain of 13.80% for IVV.
Over three years, ACGR compounded at +19.60% per year against +21.49% for IVV; over five years the annualized figures are +11.43% and +13.43% respectively. Across the full 5-year window we track, ACGR has the edge at +12.07% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ACGR has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 15.1% for IVV. 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 -34.5% for ACGR and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ACGR charges 0.39% per year while IVV charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, ACGR currently yields 0.12% against 1.09% for IVV.
Holdings Overlap
ACGR and IVV share 69 holdings out of 529 unique holdings combined, representing a 42.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ACGR | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 13.38% | 7.76% | 5.62% |
| GOOGL | 11.90% | 3.15% | 8.75% |
| AAPL | 3.61% | 7.44% | 3.83% |
| MSFT | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| MA | Pro | Pro | Pro |
See all 10 holdings ACGR shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, ACGR or IVV?
ACGR has an expense ratio of 0.39% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, ACGR or IVV?
Over the past year ACGR returned +14.88% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), ACGR annualized +12.07% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, ACGR or IVV?
ACGR has been the more volatile fund at 19.5% annualized versus 15.1% for IVV. Worst drawdown: ACGR -34.5% vs IVV -56.5%.
Should I hold both ACGR and IVV?
ACGR and IVV have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between ACGR and IVV?
ACGR and IVV share 69 common holdings with a 42.2% weight overlap. Combined, they hold 529 unique securities.
Which pays a higher dividend, ACGR or IVV?
ACGR yields 0.12% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.