IVOG vs IVV
IVOG vs IVV
Vanguard S&P Mid-Cap 400 Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVOG delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVOG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $1.7B | $865.2B | |
| Dividend Yield | 0.81% | 1.09% | |
| Holdings | 246 | 508 | |
| YTD Return | +17.77% | +13.13% | |
| 1Y Return | +25.47% | +22.90% | |
| 3Y Return (annualized) | +15.28% | +21.08% | |
| 5Y Return (annualized) | +8.10% | +13.27% | |
| Volatility (annualized) | 16.7% | 15.1% | |
| Max Drawdown | -39.3% | -56.5% | |
| Fund Family | Vanguard (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 7, 2010 | May 15, 2000 |
IVOG vs IVV Performance
Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) is a ETF from Vanguard (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IVOG returned +25.47% while IVV returned +22.90%. Year to date, IVOG is up 17.77% versus a gain of 13.13% for IVV.
Over three years, IVOG compounded at +15.28% per year against +21.08% for IVV; over five years the annualized figures are +8.10% and +13.27% respectively. Across the full 16-year window we track, IVOG has the edge at +12.48% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVOG has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -39.3% for IVOG 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVOG charges 0.10% per year while IVV charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, IVOG currently yields 0.81% against 1.09% for IVV.
Holdings Overlap
IVOG and IVV share 0 holdings out of 750 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVOG or IVV?
IVOG has an expense ratio of 0.10% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, IVOG or IVV?
Over the past year IVOG returned +25.47% vs +22.90% for IVV, so IVOG leads on 1-year performance. Over the longest common window we track (16 years), IVOG annualized +12.48% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, IVOG or IVV?
IVOG has been the more volatile fund at 16.7% annualized versus 15.1% for IVV. Worst drawdown: IVOG -39.3% vs IVV -56.5%.
Should I hold both IVOG and IVV?
IVOG and IVV have a monthly-return correlation of 0.90, 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 IVOG and IVV?
IVOG and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 750 unique securities.
Which pays a higher dividend, IVOG or IVV?
IVOG yields 0.81% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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