IVV vs VOT
IVV vs VOT
iShares Core S&P 500 ETF vs Vanguard Mid-Cap Growth 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 | IVV | VOT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.05% | |
| AUM | $865.2B | $19.9B | |
| Dividend Yield | 1.09% | 0.65% | |
| Holdings | 508 | 136 | |
| YTD Return | +9.93% | +5.41% | |
| 1Y Return | +19.59% | +2.15% | |
| 3Y Return (annualized) | +19.41% | +12.47% | |
| 5Y Return (annualized) | +12.89% | +4.86% | |
| Volatility (annualized) | 15.1% | 18.6% | |
| Max Drawdown | -56.5% | -60.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Aug 17, 2006 |
IVV vs VOT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Mid-Cap Growth ETF (VOT) is a ETF from Vanguard (US). Over the past year IVV returned +19.59% while VOT returned +2.15%. Year to date, IVV is up 9.93% versus a gain of 5.41% for VOT.
Over three years, IVV compounded at +19.41% per year against +12.47% for VOT; over five years the annualized figures are +12.89% and +4.86% respectively. Across the full 20-year window we track, VOT has the edge at +9.43% annualized vs +6.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOT has been the more volatile fund, with annualized monthly volatility of 18.6% 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 -60.3% for VOT. 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 0.92. 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 VOT charges 0.05%. On a $10,000 position that is $3 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.65% for VOT.
Holdings Overlap
IVV and VOT share 93 holdings out of 533 unique holdings combined, representing a 6.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in VOT | Difference |
|---|---|---|---|
| VRT | 0.18% | 2.82% | 2.64% |
| WDC | 0.29% | 2.41% | 2.12% |
| STX | 0.31% | 2.37% | 2.06% |
| HWM | Pro | Pro | Pro |
| PWR | Pro | Pro | Pro |
| DDOG | Pro | Pro | Pro |
| CEG | Pro | Pro | Pro |
| HOOD | Pro | Pro | Pro |
| COHR | Pro | Pro | Pro |
| TER | Pro | Pro | Pro |
See all 10 holdings IVV shares with VOT 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, IVV or VOT?
IVV has an expense ratio of 0.03% while VOT charges 0.05%. IVV is the cheaper option. On a $10,000 investment, that is $2 per year of difference.
Which performed better, IVV or VOT?
Over the past year IVV returned +19.59% vs +2.15% for VOT, so IVV leads on 1-year performance. Over the longest common window we track (20 years), IVV annualized +6.91% vs +9.43% for VOT. Past performance does not guarantee future results.
Which is riskier, IVV or VOT?
VOT has been the more volatile fund at 18.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs VOT -60.3%.
Should I hold both IVV and VOT?
IVV and VOT have a monthly-return correlation of 0.92, 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 VOT?
IVV and VOT share 93 common holdings with a 6.5% weight overlap. Combined, they hold 533 unique securities.
Which pays a higher dividend, IVV or VOT?
IVV yields 1.09% while VOT yields 0.65%, so IVV currently pays the higher dividend yield.
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