IVV vs VOOG

Quick Verdict

IVV has a lower expense ratio. VOOG delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: VOOGMore Diversified: IVV

Side-by-Side Comparison

MetricIVVVOOGWinner
Expense Ratio0.03%0.07%
AUM$865.2B$26.3B
Dividend Yield1.09%0.54%
Holdings508151
YTD Return+13.80%+15.50%
1Y Return+23.70%+25.35%
3Y Return (annualized)+21.49%+26.93%
5Y Return (annualized)+13.43%+14.15%
Volatility (annualized)15.1%15.5%
Max Drawdown-56.5%-32.7%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 15, 2000Sep 7, 2010

IVV vs VOOG Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 Growth ETF (VOOG) is a ETF from Vanguard (US). Over the past year IVV returned +23.70% while VOOG returned +25.35%. Year to date, IVV is up 13.80% versus a gain of 15.50% for VOOG.

Over three years, IVV compounded at +21.49% per year against +26.93% for VOOG; over five years the annualized figures are +13.43% and +14.15% respectively. Across the full 16-year window we track, VOOG has the edge at +15.93% annualized vs +7.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOOG has been the more volatile fund, with annualized monthly volatility of 15.5% 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 -56.5% for IVV and -32.7% for VOOG. 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

IVV charges 0.03% per year while VOOG charges 0.07%. On a $10,000 position that is $3 vs $7 annually, a gap of $4 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.54% for VOOG.

Holdings Overlap

61.0%overlap

IVV and VOOG share 143 holdings out of 508 unique holdings combined, representing a 61.0% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in IVVWeight in VOOGDifference
NVDA7.76%13.64%5.88%
AAPL7.44%5.98%1.46%
MSFT4.57%7.80%3.23%
GOOGProProPro
AVGOProProPro
AMZNProProPro
METAProProPro
MUProProPro
LLYProProPro
AMDProProPro
See all 10 holdings IVV shares with VOOG
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, IVV or VOOG?

IVV has an expense ratio of 0.03% while VOOG charges 0.07%. IVV is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, IVV or VOOG?

Over the past year IVV returned +23.70% vs +25.35% for VOOG, so VOOG leads on 1-year performance. Over the longest common window we track (16 years), IVV annualized +7.05% vs +15.93% for VOOG. Past performance does not guarantee future results.

Which is riskier, IVV or VOOG?

VOOG has been the more volatile fund at 15.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs VOOG -32.7%.

Should I hold both IVV and VOOG?

IVV and VOOG 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 IVV and VOOG?

IVV and VOOG share 143 common holdings with a 61.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, IVV or VOOG?

IVV yields 1.09% while VOOG yields 0.54%, so IVV currently pays the higher dividend yield.

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