IVW vs VOO
IVW vs VOO
iShares S&P 500 Growth ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVW | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $72.2B | $979.0B | |
| Dividend Yield | 0.36% | 1.09% | |
| Holdings | 152 | 509 | |
| YTD Return | +9.85% | +9.95% | |
| 1Y Return | +19.22% | +19.58% | |
| 3Y Return (annualized) | +23.86% | +19.43% | |
| 5Y Return (annualized) | +13.17% | +12.89% | |
| Volatility (annualized) | 16.2% | 14.2% | |
| Max Drawdown | -72.1% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 22, 2000 | Sep 7, 2010 |
IVW vs VOO Performance
iShares S&P 500 Growth ETF (IVW) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IVW returned +19.22% while VOO returned +19.58%. Year to date, IVW is up 9.85% versus a gain of 9.95% for VOO.
Over three years, IVW compounded at +23.86% per year against +19.43% for VOO; over five years the annualized figures are +13.17% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.35% annualized vs +7.67%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVW has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 14.2% for VOO. 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 -72.1% for IVW and -34.3% for VOO. 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
IVW charges 0.18% per year while VOO charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, IVW currently yields 0.36% against 1.09% for VOO.
Holdings Overlap
IVW and VOO share 145 holdings out of 509 unique holdings combined, representing a 65.3% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in IVW | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 13.39% | 7.51% | 5.88% |
| AAPL | 6.49% | 6.59% | 0.10% |
| MSFT | 8.12% | 4.30% | 3.82% |
| 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 IVW shares with VOO 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, IVW or VOO?
IVW has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, IVW or VOO?
Over the past year IVW returned +19.22% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), IVW annualized +7.67% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, IVW or VOO?
IVW has been the more volatile fund at 16.2% annualized versus 14.2% for VOO. Worst drawdown: IVW -72.1% vs VOO -34.3%.
Should I hold both IVW and VOO?
IVW and VOO 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 IVW and VOO?
IVW and VOO share 145 common holdings with a 65.3% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVW or VOO?
IVW yields 0.36% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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