IUSG vs IVV
IUSG vs IVV
iShares Core S&P US Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IUSG delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IUSG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.03% | |
| AUM | $31.4B | $865.2B | |
| Dividend Yield | 0.49% | 1.09% | |
| Holdings | 400 | 508 | |
| YTD Return | +15.22% | +13.52% | |
| 1Y Return | +24.84% | +23.63% | |
| 3Y Return (annualized) | +26.10% | +21.26% | |
| 5Y Return (annualized) | +13.83% | +13.52% | |
| Volatility (annualized) | 17.4% | 15.1% | |
| Max Drawdown | -65.8% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2000 | May 15, 2000 |
IUSG vs IVV Performance
iShares Core S&P US Growth ETF (IUSG) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IUSG returned +24.84% while IVV returned +23.63%. Year to date, IUSG is up 15.22% versus a gain of 13.52% for IVV.
Over three years, IUSG compounded at +26.10% per year against +21.26% for IVV; over five years the annualized figures are +13.83% and +13.52% respectively. Across the full 26-year window we track, IUSG has the edge at +7.31% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IUSG has been the more volatile fund, with annualized monthly volatility of 17.4% 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 -65.8% for IUSG 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IUSG charges 0.04% per year while IVV charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, IUSG currently yields 0.49% against 1.09% for IVV.
Holdings Overlap
IUSG and IVV share 143 holdings out of 738 unique holdings combined, representing a 62.7% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in IUSG | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 12.72% | 7.76% | 4.96% |
| AAPL | 6.17% | 7.44% | 1.27% |
| MSFT | 7.71% | 4.57% | 3.14% |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
See all 10 holdings IUSG 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, IUSG or IVV?
IUSG has an expense ratio of 0.04% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, IUSG or IVV?
Over the past year IUSG returned +24.84% vs +23.63% for IVV, so IUSG leads on 1-year performance. Over the longest common window we track (26 years), IUSG annualized +7.31% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, IUSG or IVV?
IUSG has been the more volatile fund at 17.4% annualized versus 15.1% for IVV. Worst drawdown: IUSG -65.8% vs IVV -56.5%.
Should I hold both IUSG and IVV?
IUSG and IVV have a monthly-return correlation of 0.96, 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 IUSG and IVV?
IUSG and IVV share 143 common holdings with a 62.7% weight overlap. Combined, they hold 738 unique securities.
Which pays a higher dividend, IUSG or IVV?
IUSG yields 0.49% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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